Equity Insight
Key Equity Themes – A New Era of Opportunity
September 2025
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts.
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
Equity Insights
Equity InsightKey Equity Themes – A New Era of Opportunity
September 12, 2025Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts. Details the need for agility and foresight to navigate this dynamic environment while capturing growth opportunities.Equity InsightUnderstanding All-Time Highs: A Perspective on Market Growth
August 29, 2025This Timely Topics discussing the benefits of investing during all-time market highs, emphasizing the importance of time in the market over timing the market.Equity InsightBeyond Earnings: Evaluating Banks Across Borders In a Higher-Rate World
August 25, 2025We believe the Global Banks Comparison Framework is a proprietary tool that has enhanced our ability to evaluate future return profiles and risk/reward dynamics across banks globally, while helping portfolio management teams make more informed and strategic capital allocation decisions.Equity InsightMFS® International Equity Strategy - Quarterly Portfolio Update
July 30, 2025Peter Loncto, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.Equity InsightSeven Principles of Portfolio Resilience
April 17, 2025Portfolio resilience involves building a portfolio that may help navigate risk events and compound returns in alignment with investors’ long-term objectives. Read seven principles.
Equity Insights
Equity Insight
Key Equity Themes – A New Era of Opportunity
September 12, 2025
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts. Details the need for agility and foresight to navigate this dynamic environment while capturing growth opportunities.
Equity Insight
Understanding All-Time Highs: A Perspective on Market Growth
August 29, 2025
This Timely Topics discussing the benefits of investing during all-time market highs, emphasizing the importance of time in the market over timing the market.
Equity Insight
Beyond Earnings: Evaluating Banks Across Borders In a Higher-Rate World
August 25, 2025
We believe the Global Banks Comparison Framework is a proprietary tool that has enhanced our ability to evaluate future return profiles and risk/reward dynamics across banks globally, while helping portfolio management teams make more informed and strategic capital allocation decisions.
Equity Insight
MFS® International Equity Strategy - Quarterly Portfolio Update
July 30, 2025
Peter Loncto, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.
Equity Insight
Seven Principles of Portfolio Resilience
April 17, 2025
Portfolio resilience involves building a portfolio that may help navigate risk events and compound returns in alignment with investors’ long-term objectives. Read seven principles.