2026 Midyear Key Themes
Our Insights team reflects on the year so far, highlighting key themes and growth opportunities for investors to consider through the rest of 2026.
Five Reasons to Consider Global Credit
The time might be right for broader use of global credit in fixed income portfolios.
Latest Insights
AI Funding Concerns Temper Strong Earnings
AI and Analyst Sentiment
This paper discusses how the quantitative equity research team recently researched and implemented an enhancement to the research analyst sentiment score utilized within the MFS Blended Research portfolios. The new natural language processing (NLP) algorithm is materially better at contextualizing text within a document and as a result quantifying its sentiment. By leveraging sophisticated tools such as FinBERT to analyze MFS’ proprietary datasets we believe we can offer a differentiated alpha signal.
