Equity Insight
From Cyclical Lag to Structural Opportunity: Quality’s Path Forward
January 2026
Explore how 2025's market dynamics impacted quality investing and why its long-term outlook endures despite recent challenges.
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 InsightSignal in Sync: Designing Quantitative Models to Align with Fundamental Timeframes
17 February 2026Our quantitative models are tailored to complement the longer-term perspective of fundamental research, creating a unique synergy. Through our Blended Research® process, we focus on the intersection of insights from both quantitative models and fundamental analysts, rather than relying on either independently, to uncover distinct alpha opportunities.Equity InsightWhy the Integration of Global Perspective and Local Expertise Matters when Investing in Emerging Markets
29 January 2026As investors, our approach to emerging markets (EM) is shaped by the recognition that these economies do not exist in isolation. The complexity and dynamism of emerging markets require us to look beyond local factors and consider the broader global context.Equity InsightJapan’s Economic Reboot: Unlocking Equity Potential Through Digital Transformation
8 December 2025Japan is undergoing an economic shift due to labor constraints, catalyzing digital transformation and creating opportunities for investors.
Equity Insights
Equity Insight
Signal in Sync: Designing Quantitative Models to Align with Fundamental Timeframes
17 February 2026
Our quantitative models are tailored to complement the longer-term perspective of fundamental research, creating a unique synergy. Through our Blended Research® process, we focus on the intersection of insights from both quantitative models and fundamental analysts, rather than relying on either independently, to uncover distinct alpha opportunities.
Equity Insight
Why the Integration of Global Perspective and Local Expertise Matters when Investing in Emerging Markets
29 January 2026
As investors, our approach to emerging markets (EM) is shaped by the recognition that these economies do not exist in isolation. The complexity and dynamism of emerging markets require us to look beyond local factors and consider the broader global context.
Equity Insight
Japan’s Economic Reboot: Unlocking Equity Potential Through Digital Transformation
8 December 2025
Japan is undergoing an economic shift due to labor constraints, catalyzing digital transformation and creating opportunities for investors.