all angles.

all angles.

MFS® Investment Management

Episodes 6
Avg. Duration 24m
Activity Highly Active
Since Jun 2025
Latest Episode Apr 2026

Publishing Details

Schedule
Every 2 Months
Format
Episodic
Consistency
70%
Hosting
feed.podbean.com

About This Podcast

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.

Explore Statistics

Recent Episodes

S4E6 Visible Earnings: Financing the Future of Defense

Apr 15, 2026 20m

Defense budgets are on the rise, but where is the money going and what does it mean for investors? In this episode, Sean Kenney and Elizabeth McGuire describe how global defense spending is shifting…

S4E5 Follow the Money: Decoding AI's Capital Stack

Feb 18, 2026 25m

Hyperscalers are spending, but when will this capex help companies to improve returns? In this episode, Sean Kenney sits down with guests Erica Zieba and John Haddad to delve into the massive capex…

S4E4 From Capex to Conviction: Investing Through Disruption and Opportunity

Dec 04, 2025 27m

It’s growth investing, just not as we knew it. Technology is disrupting the traditional signals for growth companies, such as revenue acceleration or addressable market expansion. In this episode,…

S4E3 Powering AI: Why Energy Is Back in Focus (and What’s Driving It)

Oct 29, 2025 27m

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…

S4E2 Decoding Software: Growth, Moats, and the AI Reckoning

Sep 09, 2025 24m

The software sector is evolving fast—and not always in ways investors expect. From the rise of AI-native startups to the shifting economics of SaaS, the rules of the game are being rewritten. In this…

S4E1 Investing in Pharma & The Game Changing Impact of AI

Jun 17, 2025 19m

In this episode, we delve into the intersection of AI and pharma, uncovering how artificial intelligence is set to change drug discovery and its impact on investing. Learn what this means for the…

Frequently Asked Questions

How many episodes does all angles. have?

all angles. has published 6 episodes since June 2025, covering topics in Business, Education.

Is all angles. still active?

all angles. is currently highly active with new episodes every 2 months. Average episode length is 24m.

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