Equity Insight
32 min
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 InsightDeclining Rates Favor Low Volatility
November 13, 2025Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2025.Equity InsightFinding Large Opportunity in Midcaps
November 4, 2025White Paper exploring the potential investment advantages of midcap stocks, including their structural return premium, diversification benefits, and current attractive valuation levels, while analyzing historical performance and market trends.Equity Insight5 minMFS® International Equity Strategy - Quarterly Portfolio Update
October 23, 2025Ann Marie Costello, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.Equity Insight32 minKey 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 Insight1 minUnderstanding 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 Insights
Equity Insight
Declining Rates Favor Low Volatility
November 13, 2025
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2025.
Equity Insight
Finding Large Opportunity in Midcaps
November 4, 2025
White Paper exploring the potential investment advantages of midcap stocks, including their structural return premium, diversification benefits, and current attractive valuation levels, while analyzing historical performance and market trends.
Equity Insight
5 min
MFS® International Equity Strategy - Quarterly Portfolio Update
October 23, 2025
Ann Marie Costello, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.
Equity Insight
32 min
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
1 min
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.