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.
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.
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
Equity Insight
Finding Large Opportunity in Midcaps
November 4, 2025
White Paper exploring the potential investment advantages of midcap stocks, including their structural return premium, diversification benefits, and current attractive valuation levels, while analyzing historical performance and market trends.
MFS® Large Cap Value Strategy - Quarterly Portfolio Update
October 8, 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.
Timely insights into the market dynamics on your mind today
Market Pulse
Market Pulse
November 3, 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.
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
Equity Insight
Finding Large Opportunity in Midcaps
November 4, 2025
White Paper exploring the potential investment advantages of midcap stocks, including their structural return premium, diversification benefits, and current attractive valuation levels, while analyzing historical performance and market trends.
MFS® Large Cap Value Strategy - Quarterly Portfolio Update
October 8, 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.
Timely insights into the market dynamics on your mind today
Market Pulse
Market Pulse
November 3, 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.