Multi-Asset Insight
Global Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top-of-mind for clients.
How We Invest
In 1924, MFS launched the first open-ended mutual fund in the US, and in 1970 we launched our first balanced fund. Today, we offer three ways to invest in asset allocation strategies: strategic allocation, tactical allocation and target date.
MFS use a three-step process to build multi-asset funds. First, we allocate assets across major asset classes to help optimize risk-adjusted returns. Second, we diversify within each asset class to take advantage of different investment styles and market sectors. And finally, we rebalance our multi-asset strategies periodically to ensure desired allocations and risk tolerance objectives are met.
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Multi-Asset Insights
Multi-Asset Insights
Multi-Asset Insight13 minHow are tariffs likely to impact the Prudent Capital Fund?
15 August 2025Since Liberation Day, this has been the most common question that we have received from clients. With more tariffs being proposed each week, we have inevitably spent a good deal of time thinking about how tariffs could potentially impact each name in the portfolio.Multi-Asset Insight2 min5 Things About Prudent Investing
5 August 2025Prudent investing prioritizes preserving capital and achieving sustainable growth by being risk-aware, disciplined, and focused on asset selection and valuation. By learning from mistakes and seizing opportunities, advisors can help clients achieve long-term success responsibly.
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Market Insights
Market Insights
Market Insight9 minIntroduction to MFS Blended Research®: Combining Fundamental and Quantitative Insights
10 November 2025Discover how the MFS Blended Research® strategies leverage the strengths of both fundamental and quantitative research to create a unique and powerful investment approach. Learn why this dual approach provides a more holistic view of the investable universe, balances short-term and long-term perspectives, and enhances portfolio decision-making.Market Insight6 minNavigating Markets with MFS Blended Research®: Performance, Portfolio Construction and Outlook
10 November 2025Explore how the MFS Blended Research® strategies can adapt to different market environments and may deliver consistent performance through the economic cycle. We explore the systematic portfolio construction process, risk management techniques, and client-tailored solutions that define the strategy’s philosophy.Market InsightWe Mean Business Cycle – The Implications for Asset and Sector Allocation
30 October 2025By combining macroeconomic indicators and forward-looking data, we highlight a probabilistic business cycle model designed to evaluate economic phases and their implications for asset and sector allocation.
Multi-Asset Insights
Multi-Asset Insight
13 min
How are tariffs likely to impact the Prudent Capital Fund?
15 August 2025
Since Liberation Day, this has been the most common question that we have received from clients. With more tariffs being proposed each week, we have inevitably spent a good deal of time thinking about how tariffs could potentially impact each name in the portfolio.
Multi-Asset Insight
2 min
5 Things About Prudent Investing
5 August 2025
Prudent investing prioritizes preserving capital and achieving sustainable growth by being risk-aware, disciplined, and focused on asset selection and valuation. By learning from mistakes and seizing opportunities, advisors can help clients achieve long-term success responsibly.
Market Insights
Market Insight
9 min
Introduction to MFS Blended Research®: Combining Fundamental and Quantitative Insights
10 November 2025
Discover how the MFS Blended Research® strategies leverage the strengths of both fundamental and quantitative research to create a unique and powerful investment approach. Learn why this dual approach provides a more holistic view of the investable universe, balances short-term and long-term perspectives, and enhances portfolio decision-making.
Market Insight
6 min
Navigating Markets with MFS Blended Research®: Performance, Portfolio Construction and Outlook
10 November 2025
Explore how the MFS Blended Research® strategies can adapt to different market environments and may deliver consistent performance through the economic cycle. We explore the systematic portfolio construction process, risk management techniques, and client-tailored solutions that define the strategy’s philosophy.
Market Insight
We Mean Business Cycle – The Implications for Asset and Sector Allocation
30 October 2025
By combining macroeconomic indicators and forward-looking data, we highlight a probabilistic business cycle model designed to evaluate economic phases and their implications for asset and sector allocation.