Straight Talk Investment Series

MFS® Investment Management
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Straight Talk Investment Series Podcast explores a wide range of market topics relevant to investment professionals and their clients. The goal of this series is to educate and empower our listeners by taking the complex, breaking it down to make it easier to understand and provide effective actions they can use in their business today.

Episodes

  1. 12/18/2025

    The Questions Every Advisor Should Be Asking in 2026

    From the rise of AI-driven markets to the evolving views on active management, the latest Straight Talk episode wraps up what was top of mind for advisors in 2025 and starts digging into the year ahead.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.

    27 min

  2. 11/07/2025

    How Can You Put AI to Work for You?

    In this episode of Straight Talk, we explore why the tech-savvy advisor treats AI as a partner, not a competitor, and we dive into how advisors can use AI to level up their practice while maintaining the human touch that their clients need.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.

    28 min

  3. 09/16/2025

    Are You Keeping Up, or Falling Behind on Investor Trends?

    In this episode, Jenine Garrelick, Broadridge’s Ashley Wood, and MFS Senior Business Development Strategist Sheridan Culhane unpack the latest advisor trends and discuss how the advisor-investor relationship differs across generations.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.

    28 min

  4. 06/24/2025

    Midyear Update: A Look Back to Move Forward

    In this episode, Brad, Jenine and lead strategist Mike Dembro look back at 2025 events and then look forward to opportunities they see for advisors in their portfolio and practice.   Disclosure: The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd. 65341.1

    27 min

  5. 05/09/2025

    If International Is in, Is US Out?

    In this episode, Nick Paul, international institutional portfolio manager, joins Brad and Jenine to discuss if the dominance of US equities is over and where MFS is finding international opportunities.     Disclosure: The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.  Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd. 65012.1

    33 min
  • 5 Episodes

About

Straight Talk Investment Series Podcast explores a wide range of market topics relevant to investment professionals and their clients. The goal of this series is to educate and empower our listeners by taking the complex, breaking it down to make it easier to understand and provide effective actions they can use in their business today.

Information

  • Creator
    MFS® Investment Management
  • Years Active
    2K
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    Straight Talk Investment Series