Podcast

Artificial Intelligence: The Next Technological Tectonic Shift?

In this podcast, equity portfolio manager Brad Mak and Rob Almeida, global investment strategist, discuss how the commercial application of artificial intelligence may affect - enhance, be neutral to, or detract from - companies over the next three to five years.

Podcast

Preparing for the New Paradigm Facing Investors

Kim Hyland, Head of Global Institutional Relationship Management, joins Global Investment Strategist Rob Almeida to discuss the four main challenges facing clients and, as investors, how we think about some of those challenges.

Podcast

Local Currency EMD: Uncovering a New Opportunity Set

Emerging market debt portfolio manager Ward Brown joins Rob for this podcast to dig into the uniqueness of local emerging markets debt investing, the trajectory of EM economies and business cycles, and potential opportunities going forward.

Podcast

A Mid-Year Conversation on the Economy

In this special mid-year podcast, Rob is joined by MFS Chief Economist Erik Weisman to discuss all things around the economy, including the rate of inflation, probability of recession, and other trends that may affect the financial markets and assets.

Commentary

Time for Active Management to Shine in Uncertain Markets?

See why we believe that market uncertainty may create opportunities for active managers to identify companies that can weather a slowdown.

Commentary

Seeing Past Uncertainty to Find Opportunities in Artificial Intelligence

Explore the recent developments in artificial intelligence, the implications for industries and our perspective on investment opportunities.

Commentary

Can Equities Weather the Clouds of Recession and Profit Risks?

With markets sending mixed signals, see why it may make sense for equity investors to look at earnings and the impact of a recession.