Clients We Serve

Global fixed income market analysis through a macroeconomic lens.

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.

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.

An examination of market trends and dynamics across the global equity markets.

Co-CIO of Fixed Income Pilar Gomez-Bravo, addresses many of the pressing issues facing today’s bond investors including the fight between growth and inflation, building portfolios for an uncertain world and fragility.

We examine how, during economic downturns, fixed income has offered diversification benefits and reduced the volatility of portfolios that include risk assets such as equities.

Why consider an allocation to both US and non-US companies? We believe that the starting point for market today is vastly different from that of the past decade. And, with rising rates, higher inflation, and shrinking liquidity, investors who seek the best companies across the global markets could help maximize portfolio returns.

With the federal funds rate at or near peak levels, we believe that cash is likely to start underperforming credit in the period ahead. We favor deploying some credit risk as an attractive alternative to a cash allocation.

We examine the strategic case for investing in the taxable municipal bond asset class and present the argument for active investment to seek alpha. We also review why we think it is currently an attractive time to consider an allocation to the taxable municipal market.

We discuss the four stages of the typical cycle for emerging markets local debt, the fundamental framework of the marketplace, and the potential opportunity set offered to today's investors.

MFS Chief Economist provides perspective on the current economy, central bank thinking, and the trajectory of a potential recessionary environment.

MFS Chief Economist provides perspective on the current economy, central bank thinking, and the trajectory of a potential recessionary environment.

In this era of volatility, what are the implications for asset allocation and what risk and opportunities sit beyond the headlines? In partnership with Eurasia Group, a geopolitical risk firm that helps clients understand and navigate the changing global landscape, MFS uncovers the major implications on emerging technologies and energy transition.

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 prevailing macro regime, the “fear of the Fed,” is likely to end in the near future. A shift away from it should bring better prospects for fixed income returns, and in our view it may be time to consider raising allocations to fixed income.

MFS CEO Mike Roberge discusses the shifting dynamics of today's marketplace and how active managers are positioned to tune out the short-term noise and identify those things that drive long-term value.

Capacity management is a key component of a client-centric philosophy and an active management approach to fixed income portfolios.

We provide a high-level overview of recent developments in artificial intelligence technology, the implications for industries and thoughts around investment opportunities.

Emerging market local debt is a cyclical asset class, where each cycle is generally characterized by four stages. As we approach the fourth stage, we believe that local debt could become an attractive option for investors.

MFS Global Investment Strategist Rob Almeida offers a mid-year perspective on the global equity and fixed income markets.

Kim Hyland, Head of Global Institutional Relationship Management, and Rob Almeida, Global Investment Strategist, examine current trends affecting institutional investors and explain why the environment ahead will be fundamentally different than the past couple of decades.

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.

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.

While storm clouds continue to hover over the markets, this is an interesting time for investors in fixed income. Considering the uncertainties, we believe that active security selection in fixed income has the potential to provide yield, diversification and risk management.

Provides insight on MFS's deep history and expertise fixed income as well as its risk managed approach and Global Research Platform.

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.