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2025 Six Key Themes

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Capital Market Insights

2025 Expectations: A New Mindset for Portfolio Design

In this webcast, Jon Hubbard, Rob Almeida and Kim Hyland explore a macro regime shift and its impact on portfolio construction.

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2025 Expectations: A New Mindset for Portfolio Design
Fixed Income Insight

Euro Credit at Turning Point

Andy Li, fixed income portfolio manager at MFS, discusses where the opportunities are in Euro Credit and why it pays to be active in fixed income.

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Euro Credit at Turning Point
Market Perspectives

Global Market Events Insights Center

In times of uncertainty or volatility, knowledge may mean the difference between confidence and chaos. Backed by 100 years of investment experience, MFS experts arm you with the insights, learnings and client educational resources to turn challenges into investment opportunities.

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Global Market Events Insights Center
Sustainability

MFS Net Zero Progress Report

Our Net Zero Progress Report details our progress towards net zero goals, including a deep dive into consumer staples' decarbonization efforts and a new framework for assessing climate risks.

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MFS Net Zero Progress Report

Latest Insights

Get the latest on global markets and economies as well as what's top of mind for our thought leaders.

<p>A Simple Way to Think About Tariffs</p>
Strategist's Corner | Read
6 March 2025

A Simple Way to Think About Tariffs

Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Focusing on understanding which businesses will be able to absorb the levies and which will not, might be a better course of action. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?

<p>2025 Expectations: A New Mindset <span style="background-color: transparent;">for Portfolio Design</span></p>
LTCME | Read
6 March 2025

2025 Expectations: A New Mindset for Portfolio Design

Summary of the questions and answers from the February 2025 Long-Term Capital Market Expectations webcast.

<p>Why Non-US Equities May Regain Market Leadership</p>
Strategist's Corner | Read
5 March 2025

Why Non-US Equities May Regain Market Leadership

In this edition of the Strategist Corner, Rob Almeida, MFS Global Investment Strategist, discusses if investors are emphasizing technicals at the cost of fundamentals.

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