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 InsightSignal in Sync: Designing Quantitative Models to Align with Fundamental Timeframes
February 17, 2026Our quantitative models are tailored to complement the longer-term perspective of fundamental research, creating a unique synergy. Through our Blended Research® process, we focus on the intersection of insights from both quantitative models and fundamental analysts, rather than relying on either independently, to uncover distinct alpha opportunities.Equity Insight5 minMFS® International Equity Strategy - Quarterly Portfolio Update
February 2, 2026Peter Loncto, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.Equity InsightJapan’s Economic Reboot: Unlocking Equity Potential Through Digital Transformation
December 8, 2025Japan is undergoing an economic shift due to labor constraints, catalyzing digital transformation and creating opportunities for investors.Equity InsightFour Reasons the AI Boom May Not Bust
December 5, 2025Looking at today’s AI boom through the lens of the .com bubbleEquity InsightDeclining Rates Favor Low Volatility
November 13, 2025Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2025.
Equity Insights
Equity Insight
Signal in Sync: Designing Quantitative Models to Align with Fundamental Timeframes
February 17, 2026
Our quantitative models are tailored to complement the longer-term perspective of fundamental research, creating a unique synergy. Through our Blended Research® process, we focus on the intersection of insights from both quantitative models and fundamental analysts, rather than relying on either independently, to uncover distinct alpha opportunities.
Equity Insight
5 min
MFS® International Equity Strategy - Quarterly Portfolio Update
February 2, 2026
Peter Loncto, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.
Equity Insight
Japan’s Economic Reboot: Unlocking Equity Potential Through Digital Transformation
December 8, 2025
Japan is undergoing an economic shift due to labor constraints, catalyzing digital transformation and creating opportunities for investors.
Equity Insight
Four Reasons the AI Boom May Not Bust
December 5, 2025
Looking at today’s AI boom through the lens of the .com bubble
Equity Insight
Declining Rates Favor Low Volatility
November 13, 2025
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2025.