MFS' corporate news, including information on new or enhanced products and services.
Culture and sustainable alpha generation: Six key factors
A strong culture is a requirement for sustainable alpha generation
Emerging market debt: Challenges and opportunities
The prospect of higher US Treasury yields remains a key risk to emerging market assets.
Important information about cost basis
New forms available to accommodate cost basis information
Investment Insight: No Panacea for Puerto Rico - July 2015
Holders of Puerto Rican bonds could eventually be forced to accept deferred payments and debt restructuring, but the situation could take years to resolve.
Morningstar Article Reprint: Compelling Culture Key to MFS' Staying Power
A client approved article with Morningstar's perspective on MFS' culture
Mutual Funds and Abandoned Property
It is important to understand the escheatment process because it may impact your assets.
What to make of the ECB surprise
By Erik Weisman, Ph.D.
Investment Insight: Greece: Running Out of Time and Money - June 2015
A Greek default could put pressure on the credit ratings of the eurozone's weaker members.
Chief Compliance Officer notification
April 9, 2015
Investment Insight: Down to the Wire in Greece - June 2015
After months of negotiations, an agreement remains elusive for the release of the remaining funds from Greece’s 2012 bailout.
Investment Insight: No Greater Fool - May 2015
Investing in highly overvalued securities only pays off if a greater fool is willing to pay even more.
Investment Insight: Whether to Hedge Currency Risk in Equity Portfolios - April 2015
Currency fluctuations can have a large impact on returns from international equity investments.
Investment Insight: Interest Rate Risk Creeps Upward - March 2015
The interest rate sensitivity of most fixed income benchmarks has increased since the global financial crisis.
Investment Insight: Greece's Drama is Not Over - February 2015
Markets and politicians have taken a brief pause this week after the Eurogroup finance ministers provisionally approved the four-month extension of the Greek debt bailout, based on the new government’s preliminary list of structural reforms.
Investment Insight: Volatility: Returns Down the Drain - February 2015
Volatility diminishes the rate at which an investment grows over the long term and has a negative relative impact on portfolio returns.
Investment Insight: Bank of Canada Cuts Rates - January 2015
Joining other central banks, Canada’s policymakers take out insurance against the downside risks associated with falling oil prices.
Investment Insight: ECB’S QE - At Last - January 2015
The ECB has announced its much anticipated plans to pursue a programme of large-scale asset purchases.
Investment Insight: Surprise from Switzerland - January 2015
The Swiss National Bank removed the currency peg to the euro to protect
Switzerland's export-oriented economy.