The Last Customer is the Most Profitable

Searching for the Low Carbon Sweet Spot

MFS' Director of Fixed Income Research - Europe discusses the likelihood of a lengthy downturn followed by a modest recovery and the anticipated rise in credit defaults.

We analyze the long-term durability of the stock market following periods of significant drawdowns.

Nick Paul discusses the synergies of a dual mandate manager and the benefit of a cross-cap investment approach to the mid- and large-cap asset classes.

Rob Wilson, Barnaby Wiener and Rob Almeida detail the impact of shareholder primacy on equity valuations in this latest Investment Insight.

The recent spread widening in high yield bonds favors active security selection: distinguishing viable long-term businesses from those propped up by debt and stimulus stilts. 

Erik Weisman and Rob Almeida discuss what the US economy and financial markets might look like post-crisis in their latest Market Insight.

Brian Mastrullo, Brad Rutan and Rob Almeida analyze selected equity-like opportunities in the credit market in our latest Investment Insight.

Insights and updates from MFS leaders.

Erik Weisman and Rob Almeida assess how Europe will weather the current crisis in their latest Market Insight.

Rob Almeida and Erik Weisman continue their assessment of the equity markets through an earnings lens, notably during a recovery, in their latest Market Insight.

Rob Almeida and Erik Weisman analyze the potential effectiveness of unprecedented fiscal stimulus.

Erik Weisman and Rob Almeida discuss potential scenarios for the global financial markets as the world works through the effects of COVID-19. 

Erik Weisman and Rob Almeida discuss potential scenarios for the global financial markets as the world works through the effects of COVID-19. 

Rob Almeida and Erik Weisman assess the equity markets through an earnings lens in their latest Market Insight.

Rob Almeida and Erik Weisman assess the equity markets through an earnings lens in their latest Market Insight.

Rob Almeida and Erik Weisman analyze the impact of machines on volatility in this special Market Insight.

Rob Almeida and Erik Weisman analyze the potential depth of the coronarvirus impact in this special market insight.

The Investment Solutions Group provides an equity insight on US valuations and its impact on long-term returns.

We dissect the advantages of a strategic allocation to the real estate sector and the related transparency, liquidity and accessiblity offered by REITs.

We examine the investment characteristics and performance attributes of US taxable municipal bonds compared with other high-grade fixed income asset classes.

The MFS Investment Solutions Group discusses opportunities and risks inherent with investing in municipal bonds.

MFS' Director of Quantitative Equity Research, shares an overview of mean reversion in returns, including its impact on value and momentum factors.

This paper explores the ever-shifting global equity opportunity set and examines asset allocation and implementation considerations for investors.

Nick Paul advocates for the de-labeling of financial assets, rather than over-prescribed categories or style-box labels, by focusing on materiality.

This paper explores the pioneering role MFS played in active bond management and how this expertise has further evolved over the past 50 years.

The MFS Investment Solutions Group discusses the intriguing relationship between growth and value investing while considering current valuations.

An allocation to global bonds has the potential to enhance risk-adjusted returns and bring diversification benefits to a portfolio. 

The MFS Quantitative Solutions Team discusses how investment factors have proven consistent in illuminating investment returns.

The Investment Solutions Group identifies key themes to watch for 2020 and details the investment implications of each theme.

The Investment Solutions Group discusses the probability of a US recession over the next year.

Interest rates are falling to zero and beyond

Noah Rumpf, Director of Quantitative Equity Research, analyzes mean reversion in returns, including the impact on value and momentum factors.

The Investment Solutions Group discusses the intrigue of global equities and the potential opportunity of diversifying beyond US equities. 

Bran Kalmar and Rob Almeida discuss the interest rate environment and its impact on the global real estate market. 

Why risk matters for performance.

We believe that there is a time horizon arbitrage opportunity in the marketplace, which managers with a disciplined investment process can capitalize on.

We assess the performance of investment factors depending on economic conditions and cycle positioning.

We discuss the importance of a bottom-up perspective on managing macro headwinds through trade and tariff uncertainty.

Jim Fallon deconstructs past trends and recent performance of low volatility stocks, which has led to a market dynamic requiring discretion from long-term investors.

Domestic stocks have been shining brightly since the financial crisis

Illustrates the varied risk-return profiles and sector and factor exposures that growth and value style strategies can bring to the overall equity allocation.

Addresses the rise in leverage and related investment considerations, highlighting the view that selection is key (risks are largely idiosyncratic).

5G technology has wide applications, but how will companies have the ability to leverage 5G?

Technological advances have led to enormous change and growth opportunities worldwide. Learn how we try to understand all aspects of creative disruption.