This case study explores rising geopolitical tensions and a renewed focus on national security have redirected capital toward tangible defense capabilities, particularly those powered by emerging technologies like drones and advanced propulsion systems.
At MFS, sustainable investing encompasses the integration of ESG factors into our investment process as well as active ownership through proxy voting and engagement. Our investment team relies on fundamental research and a long-term perspective to select companies that can produce durable returns throughout an economic cycle. This approach further integrates all material factors — including ESG topics — into the investment decision-making process.
From Capex to Conviction: Investing Through Disruption and Opportunity
5 December 2025
It’s growth investing, just not as we knew it. Technology is disrupting the traditional signals for growth companies. In this episode, we explore what the AI revolution means for the future of growth companies, the potential for bubbles, current opportunities underappreciated by the market and look forward to what 2026 has in store.
As a signatory of the Net Zero Asset Managers initiative (NZAM), MFS supports the goal of achieving net zero carbon emissions by 2050 or sooner. This report provides an update on progress across the globe since July 2021, when MFS joined the NZAM.
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 30 June 2025.
Emerging Market Debt: Navigating ESG Risk and Uncertainty
30 June 2025
Successful investors in emerging market debt must contend with complexity and uncertainty on several levels. We believe our integrated approach, plus our ability to identify and model material risk factors, enables us to better manage risk while focusing on capitalizing on investment opportunities.
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 30 June 2025.
From Capex to Conviction: Investing Through Disruption and Opportunity
5 December 2025
It’s growth investing, just not as we knew it. Technology is disrupting the traditional signals for growth companies. In this episode, we explore what the AI revolution means for the future of growth companies, the potential for bubbles, current opportunities underappreciated by the market and look forward to what 2026 has in store.
As a signatory of the Net Zero Asset Managers initiative (NZAM), MFS supports the goal of achieving net zero carbon emissions by 2050 or sooner. This report provides an update on progress across the globe since July 2021, when MFS joined the NZAM.
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 30 June 2025.
Emerging Market Debt: Navigating ESG Risk and Uncertainty
30 June 2025
Successful investors in emerging market debt must contend with complexity and uncertainty on several levels. We believe our integrated approach, plus our ability to identify and model material risk factors, enables us to better manage risk while focusing on capitalizing on investment opportunities.
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 30 June 2025.