Multi-Asset Insight
Global Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top-of-mind for clients.
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.
-
Multi-Asset Insights
Multi-Asset Insights
Multi-Asset InsightHow are tariffs likely to impact the Prudent Capital Fund?
15 August 2025Since Liberation Day, this has been the most common question that we have received from clients. With more tariffs being proposed each week, we have inevitably spent a good deal of time thinking about how tariffs could potentially impact each name in the portfolio.Multi-Asset Insight5 Things About Prudent Investing
5 August 2025Prudent investing prioritizes preserving capital and achieving sustainable growth by being risk-aware, disciplined, and focused on asset selection and valuation. By learning from mistakes and seizing opportunities, advisors can help clients achieve long-term success responsibly.Multi-Asset InsightBeing Prudent Means Being Risk Aware Not Risk Averse
31 July 2025The Prudent Capital Fund focuses on disciplined, risk-aware investing, seeking durable business models and managing downside risk. By staying agile during market volatility, the team identifies opportunities in high-quality companies to drive long-term growth.Multi-Asset InsightNavigating Uncertainty: Prudent Investing Amid Shifting Valuations and Market Volatility in 2025
30 July 2025The investment landscape in 2025 is marked by geopolitical shifts, higher interest rates, and market volatility. Amid historically elevated equity valuations, we prioritize protecting and growing capital through dynamic asset allocation, selective security choices, and strategies like diversification and options. Our disciplined approach has proven resilient, with early European equity exposure driving strong returns despite volatility. By targeting high-quality businesses in technology and energy, we balanced risk and opportunity. As markets rebounded, we trimmed positions and explored new avenues for sustainable growth.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.
-
Market Pulse
Market Pulse
Market PulseGlobal Market Pulse (USD)
4 August 2025Leveraging 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 Insights
Market InsightPortfolio Perspectives // Q3 2025
17 July 2025Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Market Insight2025 FTSE Russell® US Equity Index Reconstitution: Key Insights and Impacts
9 July 2025Explore the impactful changes introduced by the 2025 FTSE Russell® US Equity Index reconstitution, with a focus on updates to the Russell 1000® Growth Index and Russell Midcap Growth Index. This in-depth analysis incorporates insights from MFS' value and growth investment teams, shedding light on sector shifts, key company performance metrics, and the forward-looking implications for institutional investors.Market InsightTax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
7 July 2025Highlights of the One Big Beautiful Bill (OBBBA)
Multi-Asset Insights
Multi-Asset Insight
How are tariffs likely to impact the Prudent Capital Fund?
15 August 2025
Since Liberation Day, this has been the most common question that we have received from clients. With more tariffs being proposed each week, we have inevitably spent a good deal of time thinking about how tariffs could potentially impact each name in the portfolio.
Multi-Asset Insight
5 Things About Prudent Investing
5 August 2025
Prudent investing prioritizes preserving capital and achieving sustainable growth by being risk-aware, disciplined, and focused on asset selection and valuation. By learning from mistakes and seizing opportunities, advisors can help clients achieve long-term success responsibly.
Multi-Asset Insight
Being Prudent Means Being Risk Aware Not Risk Averse
31 July 2025
The Prudent Capital Fund focuses on disciplined, risk-aware investing, seeking durable business models and managing downside risk. By staying agile during market volatility, the team identifies opportunities in high-quality companies to drive long-term growth.
Multi-Asset Insight
Navigating Uncertainty: Prudent Investing Amid Shifting Valuations and Market Volatility in 2025
30 July 2025
The investment landscape in 2025 is marked by geopolitical shifts, higher interest rates, and market volatility. Amid historically elevated equity valuations, we prioritize protecting and growing capital through dynamic asset allocation, selective security choices, and strategies like diversification and options. Our disciplined approach has proven resilient, with early European equity exposure driving strong returns despite volatility. By targeting high-quality businesses in technology and energy, we balanced risk and opportunity. As markets rebounded, we trimmed positions and explored new avenues for sustainable growth.
Multi-Asset Insight
MFS Meridian® Funds – Prudent Capital Fund: The Purpose of Prudent Investing
7 October 2024
Listen in as Ed Dearing, portfolio manager, describes the investment philosophy of the fund, how it works and why investors should consider the fund now.
Market Pulse
Market Pulse
Global Market Pulse (USD)
4 August 2025
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 Insight
Portfolio Perspectives // Q3 2025
17 July 2025
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Market Insight
2025 FTSE Russell® US Equity Index Reconstitution: Key Insights and Impacts
9 July 2025
Explore the impactful changes introduced by the 2025 FTSE Russell® US Equity Index reconstitution, with a focus on updates to the Russell 1000® Growth Index and Russell Midcap Growth Index. This in-depth analysis incorporates insights from MFS' value and growth investment teams, shedding light on sector shifts, key company performance metrics, and the forward-looking implications for institutional investors.
Market Insight
Tax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
7 July 2025
Highlights of the One Big Beautiful Bill (OBBBA)