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
- Investment Professional
- 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.
Equity Insight | READMarch 14, 2024The Time is Right
We examine the performance of low volatility stocks through the lens of market cycles and offer our perspective on the outlook for these stocks, which we believe are well positioned as we move into the next phases of the current cycle.
Equity Insight | READMarch 12, 2024Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
Equity Insight | READMarch 6, 2024Why We Support the Value Underdog
An examination of why there's an opportunity for value-focused investors in the current environment.
Equity Insight | READFebruary 13, 2024Declining Interest Rates Have Historically Signaled Positive Relative Performance for US Low Volatility
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2024.
Equity Insight | READFebruary 6, 2024Declining Interest Rates Have Historically Signaled Positive Relative Performance for Global Low Volatility
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2024.
Equity Insight | WatchJanuary 25, 2024MFS® International Diversification Fund – Quarterly Update | Transcript
Portfolio Manager Nick Paul shares his thoughts on international equities and provides a quarterly update on the International Diversification Fund.Equity Insight | WatchJanuary 25, 2024MFS® International Equity Strategy - Quarterly Portfolio Update | Transcript
Brett Fleishman, Institutional Portfolio Manager, shares the team's thoughts on the market and the International Equity Strategy.Equity Insight | WatchJanuary 22, 2024MFS® Growth Strategy: Quarterly Portfolio Update | Transcript
Laura Granger, Institutional Portfolio Manager, shares the team's thoughts on the growth asset class and provides a quarterly update on the Growth Strategy.Equity Insight | READDecember 14, 2023International Large Cap Value: The Forgotten Asset Class
Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
Equity Insight | READNovember 7, 2023Starting Points Matter: Why International Equities Might Be Worth a Second Look
Why consider an allocation to both US and non-US companies? We believe that the starting point for market today is vastly different from that of the past decade. And, with rising rates, higher inflation, and shrinking liquidity, investors who seek the best companies across the global markets could help maximize portfolio returns.
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.
Equity Insight | READJune 9, 2023How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
Equity Insight | READMay 10, 2023The Benefits of Low Volatility as a Strategic Allocation
Given economic uncertainty and market volatility, we believe an appropriately sized strategic allocation to a low-volatility equity strategy may allow investors to lessen downside risk and realize long-term competitive returns without having to experience extreme swings.
Equity Insight | READMay 8, 2023Low-Volatility Investing: Why Now and Why MFS?
Portfolio manager Jim Fallon explains what low-volatility equity investing means and how it may be an effective strategic allocation in a diversified portfolio, especially at this point in the market cycle.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | READMarch 6, 2024Market Pulse
Timely insights on the macro economy and also signals, observations and preferences for stock versus bond allocations, regional equity, and fixed income asset class considerations. Intended to be the starting point for client conversations rather than the ending point.
-
Related Funds
- Investment Professional
- 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.
The Time is Right
We examine the performance of low volatility stocks through the lens of market cycles and offer our perspective on the outlook for these stocks, which we believe are well positioned as we move into the next phases of the current cycle.
Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
Why We Support the Value Underdog
An examination of why there's an opportunity for value-focused investors in the current environment.
Declining Interest Rates Have Historically Signaled Positive Relative Performance for US Low Volatility
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2024.
Declining Interest Rates Have Historically Signaled Positive Relative Performance for Global Low Volatility
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2024.
MFS® International Diversification Fund – Quarterly Update | Transcript
MFS® International Equity Strategy - Quarterly Portfolio Update | Transcript
MFS® Growth Strategy: Quarterly Portfolio Update | Transcript
International Large Cap Value: The Forgotten Asset Class
Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
Starting Points Matter: Why International Equities Might Be Worth a Second Look
Why consider an allocation to both US and non-US companies? We believe that the starting point for market today is vastly different from that of the past decade. And, with rising rates, higher inflation, and shrinking liquidity, investors who seek the best companies across the global markets could help maximize portfolio returns.
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.
How Has Low Volatility Performed in Down Markets?
We explore how minimum- and low-volatility equities have behaved over the last 20 years, given the relatively strong equity markets, and how those lower-risk stocks have performed during past market drawdowns.
The Benefits of Low Volatility as a Strategic Allocation
Given economic uncertainty and market volatility, we believe an appropriately sized strategic allocation to a low-volatility equity strategy may allow investors to lessen downside risk and realize long-term competitive returns without having to experience extreme swings.
Low-Volatility Investing: Why Now and Why MFS?
Portfolio manager Jim Fallon explains what low-volatility equity investing means and how it may be an effective strategic allocation in a diversified portfolio, especially at this point in the market cycle.
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse
Timely insights on the macro economy and also signals, observations and preferences for stock versus bond allocations, regional equity, and fixed income asset class considerations. Intended to be the starting point for client conversations rather than the ending point.