Equity Insights
Uncertainty May Provide Opportunity
Lead Strategist, Ross Cartwright provides an overview on the equity markets and what may lie ahead.
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.
-
Equity Insights
Equity Insights
Equity InsightSeven Principles of Portfolio Resilience
5 June 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 InsightInternational Large Cap Value: The Forgotten Asset Class
3 June 2025Investors 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 InsightTime to Think Differently
12 February 2025DeepSeek's impact on AI and investment dynamics
Equity 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.
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.
Time to Think Differently
DeepSeek's impact on AI and investment dynamics