Global Equity
Bad Policy and Unintended Consequences
How Market Turmoil Often Reveals Opportunities
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
- Individual Investor
- Insights
- Equity
Equity Insights
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies
Week in Review | READApril 26, 2024US Inflation Stays Stubbornly High
A review of the week’s top global economic and capital markets news.
Week in Review | READApril 19, 2024China’s Q1 GDP strong, but other indicators point to weakness
A review of the week’s top global economic and capital markets news.
Week in Review | READApril 12, 2024Amid Sticky Inflation, Fewer, Later Rate Cuts Expected
A review of the week’s top global economic and capital markets news.
Week in Review | READApril 5, 2024You Can’t Hurry Cuts. You Just Have to Wait.
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 28, 2024US Economy Finished 2023 Strong
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 22, 2024Fed Turns Dovish, BOJ Hikes
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 15, 2024Inflation’s Last Mile Gets Bumpier
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 8, 2024Powell Looks Past Inflation Uptick
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 1, 2024Markets Mark Time Ahead of Big Data Week
A review of the week’s top global economic and capital markets news.
Week in Review | READFebruary 23, 2024Tech Earnings Rekindle AI Enthusiasm
A review of the week’s top global economic and capital markets news.
Week in Review | READFebruary 16, 2024Inflation Uptick Dampens US Rate Cut Outlook
A review of the week’s top global economic and capital markets news.
Week in Review | READFebruary 9, 2024China Intervenes to Support Stocks
A review of the week’s top global economic and capital markets news.
Week in Review | READFebruary 2, 2024Rate Cut Hopes Dim Amid Strong US Data
A review of the week’s top global economic and capital markets news.
Week in Review | READJanuary 26, 2024US Economic Growth Beats Expectations
A review of the week’s top global economic and capital markets news.
Week in Review | READJanuary 19, 2024Market Moderates Rate-Cut Outlook
A review of the week’s top global economic and capital markets news.
Week in Review | READJanuary 12, 2024Tame US PPI Offsets Hot CPI
A review of the week’s top global economic and capital markets news.
Week in Review | READJanuary 5, 2024Rate Cut Expectations Trimmed
A review of the week’s top global economic and capital markets news.
Week in Review | READDecember 22, 2023Markets Extend Gains Ahead of Holidays
A review of the week’s top global economic and capital markets news.
Week in Review | READDecember 15, 2023Powell Ponders Pivot
A review of the week’s top global economic and capital markets news.
Week in Review | READDecember 8, 2023Solid US Jobs Report Cools Rate Cut Speculation
A review of the week’s top global economic and capital markets news.
Week in Review | READDecember 1, 2023A November to Remember!
A review of the week’s top global economic and capital markets news.
Week in Review | READNovember 22, 2023Stocks Extend Nearly Month-Long Rally
A review of the week’s top global economic and capital markets news.
Week in Review | READNovember 17, 2023Markets Price a Quicker Fed Pivot
A review of the week’s top global economic and capital markets news.
Strategist's Corner | READOctober 13, 2023Either Stocks or Bonds are Wrong
Real yields in the US are either too high or equity valuations are well above fair value. Investors who can understand which enterprises possess real value and those that do not, will find themselves in an enviable position compared with the broader market.
Strategist's Corner | READSeptember 14, 2023Choosing Optimism in the Polycrisis Era
Carol Geremia speaks to how policy, the economy and individual can play a bigger game in each of their areas.
Strategist's Corner | READJuly 31, 2023The Increasing Need to Reach Deeper Into the Tool Box
We have begun a new regime, where investors will need to do a lot more homework and may find it advantageous to use a mosaic of not only valuation, but also fundamental tools, to help guide the way through this cycle.
Equity Insight | READJuly 14, 2023Exploring the Commercial Application of Artificial Intelligence
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.
Equity Insight | READJune 21, 2023The Rise of Artificial Intelligence
We provide a high-level overview of recent developments in artificial intelligence technology, the implications for industries and thoughts around investment opportunities.
Strategist's Corner | READMay 26, 2023Equities Ignore Recession, Profit Risks
With the financial markets sending mixed signals, how can investors make sense of it all? For equity investors, it is of paramount importance to closely monitor the potential effects of increasing financial stresses on earnings expectations.
Strategist's Corner | READMay 11, 2023Markets are Distracted
Rob Almeida warns that headlines are often distractions. It's not that they're not important, it's just that they're a small part of a larger mosaic.
-
Related Funds
- Individual Investor
- Insights
- Equity
Equity Insights
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies
US Inflation Stays Stubbornly High
A review of the week’s top global economic and capital markets news.
China’s Q1 GDP strong, but other indicators point to weakness
A review of the week’s top global economic and capital markets news.
Amid Sticky Inflation, Fewer, Later Rate Cuts Expected
A review of the week’s top global economic and capital markets news.
You Can’t Hurry Cuts. You Just Have to Wait.
A review of the week’s top global economic and capital markets news.
US Economy Finished 2023 Strong
A review of the week’s top global economic and capital markets news.
Fed Turns Dovish, BOJ Hikes
A review of the week’s top global economic and capital markets news.
Inflation’s Last Mile Gets Bumpier
A review of the week’s top global economic and capital markets news.
Powell Looks Past Inflation Uptick
A review of the week’s top global economic and capital markets news.
Markets Mark Time Ahead of Big Data Week
A review of the week’s top global economic and capital markets news.
Tech Earnings Rekindle AI Enthusiasm
A review of the week’s top global economic and capital markets news.
Inflation Uptick Dampens US Rate Cut Outlook
A review of the week’s top global economic and capital markets news.
China Intervenes to Support Stocks
A review of the week’s top global economic and capital markets news.
Rate Cut Hopes Dim Amid Strong US Data
A review of the week’s top global economic and capital markets news.
US Economic Growth Beats Expectations
A review of the week’s top global economic and capital markets news.
Market Moderates Rate-Cut Outlook
A review of the week’s top global economic and capital markets news.
Tame US PPI Offsets Hot CPI
A review of the week’s top global economic and capital markets news.
Rate Cut Expectations Trimmed
A review of the week’s top global economic and capital markets news.
Markets Extend Gains Ahead of Holidays
A review of the week’s top global economic and capital markets news.
Powell Ponders Pivot
A review of the week’s top global economic and capital markets news.
Solid US Jobs Report Cools Rate Cut Speculation
A review of the week’s top global economic and capital markets news.
A November to Remember!
A review of the week’s top global economic and capital markets news.
Stocks Extend Nearly Month-Long Rally
A review of the week’s top global economic and capital markets news.
Markets Price a Quicker Fed Pivot
A review of the week’s top global economic and capital markets news.
Either Stocks or Bonds are Wrong
Real yields in the US are either too high or equity valuations are well above fair value. Investors who can understand which enterprises possess real value and those that do not, will find themselves in an enviable position compared with the broader market.
Choosing Optimism in the Polycrisis Era
Carol Geremia speaks to how policy, the economy and individual can play a bigger game in each of their areas.
The Increasing Need to Reach Deeper Into the Tool Box
We have begun a new regime, where investors will need to do a lot more homework and may find it advantageous to use a mosaic of not only valuation, but also fundamental tools, to help guide the way through this cycle.
Exploring the Commercial Application of Artificial Intelligence
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 Rise of Artificial Intelligence
We provide a high-level overview of recent developments in artificial intelligence technology, the implications for industries and thoughts around investment opportunities.
Equities Ignore Recession, Profit Risks
With the financial markets sending mixed signals, how can investors make sense of it all? For equity investors, it is of paramount importance to closely monitor the potential effects of increasing financial stresses on earnings expectations.
Markets are Distracted
Rob Almeida warns that headlines are often distractions. It's not that they're not important, it's just that they're a small part of a larger mosaic.