Equity Insight
32 min
Key Equity Themes – A New Era of Opportunity
September 2025
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts.
How We Invest
In 1924, MFS launched the first open-end mutual fund in the US, and in 1932 we built one of the industry's first in-house research departments. Today, we have nearly a century of active management expertise and invest around the globe.
Our focus remains the same — fundamental research that strives to spot long-term opportunities and indentify risks. We would rather find good performance that lasts than great performance that doesn't.
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Equity Insights
Equity Insights
Equity Insight5 minMFS® Large Cap Value Strategy - Quarterly Portfolio Update
8 October 2025Kate Mead, Institutional Portfolio Manager, shares the team's thoughts on the large-cap value asset class and provides a quarterly update on the Large-Cap Value Strategy.Equity Insight7 minMFS® Growth Strategy - Quarterly Portfolio Update
8 October 2025Laura Granger, Institutional Portfolio Manager, shares the team's thoughts on the growth asset class and provides a quarterly update on the Growth Strategy.Equity Insight32 minKey Equity Themes – A New Era of Opportunity
12 September 2025Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts. Details the need for agility and foresight to navigate this dynamic environment while capturing growth opportunities.Equity Insight1 minUnderstanding All-Time Highs: A Perspective on Market Growth
29 August 2025This Timely Topics discussing the benefits of investing during all-time market highs, emphasizing the importance of time in the market over timing the market.Equity Insight4 minMFS® International Equity Strategy - Quarterly Portfolio Update
30 July 2025Peter Loncto, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.
Equity Insights
Equity Insight
5 min
MFS® Large Cap Value Strategy - Quarterly Portfolio Update
8 October 2025
Kate Mead, Institutional Portfolio Manager, shares the team's thoughts on the large-cap value asset class and provides a quarterly update on the Large-Cap Value Strategy.
Equity Insight
7 min
MFS® Growth Strategy - Quarterly Portfolio Update
8 October 2025
Laura Granger, Institutional Portfolio Manager, shares the team's thoughts on the growth asset class and provides a quarterly update on the Growth Strategy.
Equity Insight
32 min
Key Equity Themes – A New Era of Opportunity
12 September 2025
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts. Details the need for agility and foresight to navigate this dynamic environment while capturing growth opportunities.
Equity Insight
1 min
Understanding All-Time Highs: A Perspective on Market Growth
29 August 2025
This Timely Topics discussing the benefits of investing during all-time market highs, emphasizing the importance of time in the market over timing the market.
Equity Insight
4 min
MFS® International Equity Strategy - Quarterly Portfolio Update
30 July 2025
Peter Loncto, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.