MFS Straight Talk Investment Series

About MFS 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.

Publisher

MFS® Investment Management

Category

business

Language

en

Explicit

No

First episode

25 Apr 2025

Latest episode

4 Sept 2026

Latest episodes

10 episodes in the feed.

1. 

   4 Sept 2026

   The Benchmark Blindspot in Retirement Planning

   Benchmark-driven market leadership, evolving regulatory expectations, and rising fiduciary scrutiny may be reshaping the retirement landscape. In this episode of Straight Talk, host Jenine Garrelick is joined by Senior Retirement Strategist Heather Bailey and Managing Director Jonathan Hubbard to discuss the hidden risks — and opportunities — within existing policies and investment frameworks. 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. Individuals should not use or rely upon the information provided herein without first consulting with their tax or legal professional about their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. FOR INVESTMENT PROFESSIONAL AND INSTITUTIONAL USE ONLY. Should not be shown, quoted, or distributed to the public. Distributed by: U.S. – MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC. Distributed by: U.S. – MFS Institutional Advisors, Inc. (“MFSI”), MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC,; Latin America – MFS International Ltd.; Canada – MFS Investment Management Canada Limited. No securities commission or similar regulatory authority in Canada has reviewed this communication; Note to UK and Switzerland readers: Issued in the UK and Switzerland by MFS International (U.K.) Limited (“MIL UK”), a private limited company registered in England and Wales with the company number 03062718, and authorised and regulated in the conduct of investment business by the UK Financial Conduct Authority. MIL UK, an indirect subsidiary of MFS® , has its registered office at One Carter Lane, London, EC4V 5ER. Note to Europe (ex UK and Switzerland) readers: Issued in Europe by MFS Investment Management (Lux) S.àr.l. (MFS Lux) – authorized under Luxembourg law as a management company for Funds domiciled in Luxembourg and which both provide products and investment services to institutional investors and is registered office is at S.ar.l. 4 Rue Albert Borschette, Luxembourg L-1246. Tel: 352 2826 12800. This material shall not be circulated or distributed to any person other than to professional investors (as permitted by local regulations) and should not be relied upon or distributed to persons where such reliance or distribution would be contrary to local regulation; Singapore – MFS International Singapore Pte. Ltd. (CRN 201228809M); Australia/New Zealand - MFS International Australia Pty Ltd (“MFS Australia”) (ABN 68 607 579 537) holds an Australian financial services licence number 485343. MFS Australia is regulated by the Australian Securities and Investments Commission.; Hong Kong - MFS International (Hong Kong) Limited (“MIL HK”), a private limited company licensed and regulated by the Hong Kong Securities and Futures Commission (the “SFC”). MIL HK is approved to engage in dealing in securities and asset management regulated activities and may provide certain investment services to “professional investors” as defined in the Securities and Futures Ordinance (“SFO”).; For Professional Investors in China – MFS Financial Management Consulting (Shanghai) Co., Ltd. 2801-12, 28th Floor, 100 Century Avenue, Shanghai World Financial Center, Shanghai Pilot Free Trade Zone, 200120, China, a Chinese limited liability company registered to provide financial management consulting services.; Japan - MFS Investment Management K.K., is registered as a Financial Instruments Business Operator, Kanto Local Finance Bureau (FIBO) No.312, a member of the Investment Management Association of Japan. As fees to be borne by investors vary depending upon circumstances such as products, services, investment period and market conditions, the total amount nor the ca

2. 

   30 Jun 2026

   Keeping More In Portfolios and Less with Uncle Sam

   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 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.

3. 

   24 Apr 2026

   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.

4. 

   16 Mar 2026

   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.

5. 

   18 Dec 2025

   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.

6. 

   7 Nov 2025

   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. 

   16 Sept 2025

   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.

8. 

   24 Jun 2025

   Midyear Update: A Look Back to Move Forward

   Brad, Jenine, and Mike Dembro from MFS review 2025 events and discuss potential portfolio and practice opportunities for advisors.

9. 

   9 May 2025

   If International Is in, Is US Out?

   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 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. 65012.1

10. 

    25 Apr 2025

    Introducing: Straight Talk with Brad Rutan

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

5,673

Score snapshot 15 Sept 2025

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 19 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

9

Social presence

0

YouTube

74

Engagement

0

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