MFS' corporate news, including information on new or enhanced products and services.
.Mutual Funds and Abandoned Property
.It is important to understand the escheatment process because it may impact your assets.
BARRON'S reprint: A Fan of Tech, Financials, and Even High-Yield
Jim Swanson, Chief Investment Strategist at MFS, discusses stocks and high-yield bonds. From the August 3, 2015 issue.
Important information about cost basis
New forms available to accommodate cost basis information
Morningstar Article Reprint: Compelling Culture Key to MFS' Staying Power
A client approved article with Morningstar's perspective on MFS' culture
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.
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: 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: 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: 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: 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: 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.
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.
Investment Insight: China Acts to Halt Stock Slide - July 2015
The dramatic reversal in Chinese equity markets suggests that this year's run-up was a liquidity driven bubble fueled by active trading in retail margin accounts, without underlying economic fundamentals to support it.