MFS® Investment Management

Straight Talk Investment Series

Business EN ↓ 8 episodes

Welcome to the MFS Straight Talk Investment Series Podcast. Listen as Brad Rutan, co-host and market strategist, along with co-host Jenine Garrelick, explore 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 and making it easier to understand and providing direct, effective actions you can take in your business today. Learn more at mfs.com.

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MFS® Investment Management

Episodes

Keeping More In Portfolios and Less with Uncle Sam 30.06.2026 33:19

How can advisors help clients keep more in their portfolios? In this episode host Jenine Garrelick sits down with Doug Orton and Eric Zubris to explore tax diversification, municipal bonds and active management to provide strategies that can help improve flexibility and long-term client outcomes. The views expressed in this presentation are those of the presenter. These views should not be relie...

Clarity Over Complexity: Simplifying Active ETFs and SMAs 24.04.2026 30:11

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 securi...

Grow or Plateau: Give Your Practice the EDGE 16.03.2026 31:13

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 shoul...

The Questions Every Advisor Should Be Asking in 2026 18.12.2025 26:56

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 inte...

How Can You Put AI to Work for You? 07.11.2025 27:56

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 recommendation...

Are You Keeping Up, or Falling Behind on Investor Trends? 16.09.2025 28:18

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...

Midyear Update: A Look Back to Move Forward 24.06.2025 26:47

In this episode, Brad, Jenine and lead strategist Mike Dembro look back at 2025 events and then look forward to opportunities they see for advisors in their portfolio and practice. Disclosure: 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 beha...

If International Is in, Is US Out? 09.05.2025 32:51

In this episode, Nick Paul, international institutional portfolio manager, joins Brad and Jenine to discuss if the dominance of US equities is over and where MFS is finding international opportunities. Disclosure: 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...