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.
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Equity Insights
- English
- Institutions & Consultants
- Insights
- Equity
Equity Insights
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
Equity Insight | READ13 May 2024Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
Equity Insight | READ8 May 2024How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
Equity Insight | READ28 March 2024The Benefits of Low Volatility as a Strategic Allocation
Given economic uncertainty and market volatility, we believe an appropriately sized strategic allocation to a low-volatility equity strategy may allow investors to lessen downside risk and realize long-term competitive returns without having to experience extreme swings.
Equity Insight | READ14 March 2024The Time is Right
We examine the performance of low volatility stocks through the lens of market cycles and offer our perspective on the outlook for these stocks, which we believe are well positioned as we move into the next phases of the current cycle.
Equity Insight | READ6 March 2024Why We Support the Value Underdog
An examination of why there's an opportunity for value-focused investors in the current environment.
Equity Insight | READ13 February 2024Declining Interest Rates Have Historically Signaled Positive Relative Performance for US Low Volatility
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2024.
Equity Insight | READ6 February 2024Declining Interest Rates Have Historically Signaled Positive Relative Performance for Global Low Volatility
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2024.
Equity Insight | READ14 December 2023International 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.
Equity Insight | READ14 July 2023Exploring the Commercial Application of Artificial Intelligence
Like other technological advancements, artificial intelligence will almost certainly disrupt many companies, and perhaps entire industries, but how? We share our perspective on AI and its potential impact on the real economy and existing business models.
Equity Insight | READ21 June 2023The Rise of Artificial Intelligence
We provide a high-level overview of recent developments in artificial intelligence technology, the implications for industries and thoughts around investment opportunities.
Equity Insight | READ9 June 2023How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | READ6 May 2024Market Pulse
Leveraging the expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
- English
- Institutions & Consultants
- Insights
- Equity
Equity Insights
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
The Benefits of Low Volatility as a Strategic Allocation
Given economic uncertainty and market volatility, we believe an appropriately sized strategic allocation to a low-volatility equity strategy may allow investors to lessen downside risk and realize long-term competitive returns without having to experience extreme swings.
The Time is Right
We examine the performance of low volatility stocks through the lens of market cycles and offer our perspective on the outlook for these stocks, which we believe are well positioned as we move into the next phases of the current cycle.
Why We Support the Value Underdog
An examination of why there's an opportunity for value-focused investors in the current environment.
Declining Interest Rates Have Historically Signaled Positive Relative Performance for US Low Volatility
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2024.
Declining Interest Rates Have Historically Signaled Positive Relative Performance for Global Low Volatility
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2024.
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.
Exploring the Commercial Application of Artificial Intelligence
Like other technological advancements, artificial intelligence will almost certainly disrupt many companies, and perhaps entire industries, but how? We share our perspective on AI and its potential impact on the real economy and existing business models.
The Rise of Artificial Intelligence
We provide a high-level overview of recent developments in artificial intelligence technology, the implications for industries and thoughts around investment opportunities.
How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse
Leveraging the expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.