What really goes into successful investment decisions? Find out as all angles takes you inside the minds of our portfolio managers and analysts. In each episode, we’ll explore the fundamental framework that guides our investment thinking, the themes we believe are key for investors, and our approach to investing from all angles. Listen in as we make the complex world of investing accessible and give you strategic insights to put into action. Learn more at https://www.mfs.com.
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What really goes into successful investment decisions? Find out as all angles takes you inside the minds of our portfolio managers and analysts. In each episode, we’ll explore the fundamental framework that guides our investment thinking, the themes we believe are key for investors, and our approach to investing from all angles. Listen in as we make the complex world of investing accessible and give you strategic insights to put into action. Learn more at https://www.mfs.com.
Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
all angles.
27 minutes
1 week ago
Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Power, not oil, is where the action is. Electrification trends, boosted by AI, are accelerating the growth of the traditionally flat power sector. In this episode, Sean Kenney sits down with MFS portfolio manager Jude Jason to decode what’s really driving power demand, where the bottlenecks are and how investors can navigate the messy middle of the energy transition. They also reveal three durable lanes presenting attractive investment opportunities today and map out how the energy sector may evolve in the years ahead. Listen in for signals to help you cut through the hype and stay ahead.
all angles.
What really goes into successful investment decisions? Find out as all angles takes you inside the minds of our portfolio managers and analysts. In each episode, we’ll explore the fundamental framework that guides our investment thinking, the themes we believe are key for investors, and our approach to investing from all angles. Listen in as we make the complex world of investing accessible and give you strategic insights to put into action. Learn more at https://www.mfs.com.
