Signs of the Time: Making Sense of a World in Transition

Rob Almeida is joined by Bill Gevov, MFS Senior Regional Consultant, in this podcast episode to discuss topics that are top of minds for many across the investment community, including the direction of interest rates, the impact of shifting global dynamics, and how investors may want to think about the effects of AI going forward.

 

Chapters:

(00:00) Ask Me Anything

(01:04) Gauging the Mood of Investors

(05:37) Reconsidering International Equities

(10:10) Understanding Recent Cycles

(14:02) Today's Market Dynamics

(18:05) The Equilibrium Between Capital Lenders and Borrowers

(20:25) A Shifting Paradigm

(23:09) AI as an Agent of Change

(26:16) The State of Interest Rates and Fixed Income

(30:52) Bringing It All Together

(34:38) Celebrating 100 Years of the Mutual Fund

 

This material is intended for investment professional use only and not intended for retail investors.

 

The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security, or as an offer of securities or investment advice. No forecast can be guaranteed. Past performance is no guarantee of future results.

 

Please keep in mind that a sustainable investing approach does not guarantee positive results and all investments, including those that integrate ESG considerations into the investment process, carry a certain amount of risk including the possible loss of the principal amount invested.

 

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