Portfolio Insights
Seven Principles of Portfolio Resilience
Portfolio resilience involves building a portfolio that may help navigate risk events and compound returns in alignment with investors’ long-term objectives. Read seven principles.
How We Invest
In 1924, MFS launched the first open-ended mutual fund in the US, and in 1970 we launched our first balanced fund. Today, we offer three ways to invest in asset allocation strategies: strategic allocation, tactical allocation and target date.
MFS use a three-step process to build multi-asset funds. First, we allocate assets across major asset classes to help optimize risk-adjusted returns. Second, we diversify within each asset class to take advantage of different investment styles and market sectors. And finally, we rebalance our multi-asset strategies periodically to ensure desired allocations and risk tolerance objectives are met.
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Multi-Asset Insights
- Germany (English)
- Investment Professional
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
Multi-Asset InsightThe Other Side of Market Concentration Peaks
4 June 2025This paper covers the growing interest surrounding global pockets of market concentration. It examines the extreme concentration in the market and explores topics such as the historical view of market concentration and what follows periods of extreme concentration.
Multi-Asset InsightMFS Meridian® Funds – Prudent Capital Fund: The Purpose of Prudent Investing
7 October 2024Listen in as Ed Dearing, portfolio manager, describes the investment philosophy of the fund, how it works and why investors should consider the fund now.Multi-Asset InsightMFS Meridian® Funds - Prudent Capital Fund: Strategic outlook and Portfolio Positioning Update
27 September 2024Listen in as the portfolio management team provides an update on the strategic outlook and portfolio positioning of the fund.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market PulseGlobal Market Pulse (EURO)
29 May 2025Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
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Market Insights
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
Market InsightPortfolio Perspectives | Q2 2025
31 May 2025Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Market InsightMoody’s Downgrades US Sovereign Debt Rating
28 May 2025Market insights on US credit rating downgrade
Market InsightPutting Tariffs and Turbulence into Historical Perspective
11 April 2025Our chief economist explores the historical use of tariffs, potential unintended consequences, and their relevance in today's complex global economy. He offers insights and considerations to navigate shifting trade dynamics and policy impacts. -
Related Funds
- Germany (English)
- Investment Professional
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
The Other Side of Market Concentration Peaks
This paper covers the growing interest surrounding global pockets of market concentration. It examines the extreme concentration in the market and explores topics such as the historical view of market concentration and what follows periods of extreme concentration.
MFS Meridian® Funds – Prudent Capital Fund: The Purpose of Prudent Investing
MFS Meridian® Funds - Prudent Capital Fund: Strategic outlook and Portfolio Positioning Update
Market Pulse
Timely insights into the market dynamics on your mind today
Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
Portfolio Perspectives | Q2 2025
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Moody’s Downgrades US Sovereign Debt Rating
Market insights on US credit rating downgrade