Is now a good time to consider investing in global small- and midcap companies? Nick Paul, MFS Equity Institutional Portfolio Manager, shares his outlook and the potential advantages for today’s global small- and midcap equity universe.
Our annual report offering a comprehensive review of the approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.
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.
Artificial intelligence and its applications continue to evolve. The new natural language processing (NLP) algorithm is materially better at contextualizing text within a document and, as a result, quantifying its sentiment. By leveraging sophisticated tools to analyze MFS’ proprietary data sets, we believe that we can offer a differentiated alpha signal.
This paper discusses what the recent US election outcome mean for emerging market debt, potential opportunities and hurdles going forward and how the team is considering adjusting portfolios.