Cover image of show Straight Talk Investment Series

Straight Talk Investment Series

Podcast by MFS® Investment Management

English

Business

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About Straight Talk Investment Series

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.

All episodes

7 episodes

episode Clarity Over Complexity: Simplifying Active ETFs and SMAs artwork

Clarity Over Complexity: Simplifying Active ETFs and SMAs

As investment choices expand, so does complexity. In this episode MFS’ Jamie Harrison and Justin Hansen dive into the evolving roles of SMAs and active ETFs, covering tax efficiency to transparency and why vehicle choice should always start with client needs.   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.

24 Apr 2026 - 30 min
episode Grow or Plateau: Give Your Practice the EDGE artwork

Grow or Plateau: Give Your Practice the EDGE

What separates advisor teams who thrive from those who plateau? Host Jenine Garrelick sits down with MFS’ Doug Orton and Emily Dupre to explore how focusing on Efficiency, Distinction, Growth, and Excellence can help advisors strengthen their practices, deepen client relationships, and continue to succeed.       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.

16 Mar 2026 - 31 min
episode The Questions Every Advisor Should Be Asking in 2026 artwork

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.

18 Dec 2025 - 26 min
episode How Can You Put AI to Work for You? artwork

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.

7 Nov 2025 - 27 min
episode Are You Keeping Up, or Falling Behind on Investor Trends? artwork

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.

16 Sep 2025 - 28 min
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En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
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