Russell® 1000 Value Index Reclassification
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
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- Institutions & Consultants
- Insights
- Equity
Equity Insights
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
Equity InsightSeven Principles of Portfolio Resilience
17 April 2025Portfolio resilience involves building a portfolio that may help navigate risk events and compound returns in alignment with investors’ long-term objectives. Read seven principles.
Equity InsightTime to Think Differently
12 February 2025DeepSeek's impact on AI and investment dynamics
Equity InsightInternational Large Cap Value: The Forgotten Asset Class
31 December 2024Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
Equity InsightHigher Standards for Low-Volatility Benchmarks
3 October 2024Examining the biases, constraints and rebalancing within widely used indices
Equity InsightPBOC Provides a Positive Surprise
1 October 2024Discusses the surprise announcement by the People's Bank of China (PBOC) to inject liquidity into capital markets in a set of easing measures designed to support the housing and stock markets.
Equity InsightJapan’s Revitalization In The Reiwa Era
23 July 2024This paper discusses how shifting Japanese monetary policy reflects growing confidence in the economy and how yen appreciation may face structural hurdles. While the weak yen has been a huge benefit for exporters, corporate Japan continues to embrace reforms to improve governance and unlock value from balance sheets, all of which benefits shareholders.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market PulseGlobal Market Pulse (USD)
9 June 2025Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
- English
- Institutions & Consultants
- Insights
- Equity
Equity Insights
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
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.
Time to Think Differently
DeepSeek's impact on AI and investment dynamics
International Large Cap Value: The Forgotten Asset Class
Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
Higher Standards for Low-Volatility Benchmarks
Examining the biases, constraints and rebalancing within widely used indices
PBOC Provides a Positive Surprise
Discusses the surprise announcement by the People's Bank of China (PBOC) to inject liquidity into capital markets in a set of easing measures designed to support the housing and stock markets.
Japan’s Revitalization In The Reiwa Era
This paper discusses how shifting Japanese monetary policy reflects growing confidence in the economy and how yen appreciation may face structural hurdles. While the weak yen has been a huge benefit for exporters, corporate Japan continues to embrace reforms to improve governance and unlock value from balance sheets, all of which benefits shareholders.
Market Pulse
Timely insights into the market dynamics on your mind today
Global Market Pulse (USD)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.