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 | READ11 September 2024Starting 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 | READ5 September 2024Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
Equity Insight | READ23 July 2024Japan’s Revitalization In The Reiwa Era
This paper discusses how shifting Japanese monetary policy reflects growing confidence in the economy and how yen appreciation may face structural hurdles. While the weak yen has been a huge benefit for exporters, corporate Japan continues to embrace reforms to improve governance and unlock value from balance sheets, all of which benefits shareholders.
Equity Insight | READ23 July 2024Opportunities in Global Growth
This paper discusses our global approach to stock picking within a Growth equity framework, new opportunities and trends in the investment landscape, and the importance of investing through the cycle in companies with durable earnings.
Equity Insight | Watch18 July 2024MFS® International Equity Strategy - Quarterly Portfolio Update | Transcript
Chris Sunderland, Institutional Portfolio Manager, shares the team's thoughts on the market and the International Equity Strategy.Equity Insight | Watch10 July 2024MFS® Large Cap Value Strategy - Quarterly Portfolio Update | Transcript
Kate Mead, Institutional Portfolio Manager, shares the team's thoughts on the large-cap value asset class and provides a quarterly update on the Large-Cap Value Strategy.Equity Insight | Watch10 July 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 | READ3 July 2024Opportunities in US Growth
This paper discusses our approach to stock picking within a Growth equity framework, new opportunities and trends in the investment landscape, and the importance of investing through the cycle in companies with durable earnings.
Equity Insight | READ8 May 2024How 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 | READ15 April 2024Factor Returns Around the Fed Pivot
Thought leadership paper around how factor returns behaved in periods of past rate cuts.
Equity Insight | READ28 March 2024The 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 | READ19 March 2024Exploring Opportunities for Global Small- and Mid-Cap Stocks in the Next Cycle
We believe the global small- and mid-cap asset class remains a compelling area for asset allocators as the markets enter the next phase of the cycle.Equity Insight | READ14 March 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 | READ6 March 2024Why We Support the Value Underdog
An examination of why there's an opportunity for value-focused investors in the current environment.
Equity Insight | READ13 February 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 | READ6 February 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 | READ14 December 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.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | READ5 September 2024Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
-
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.
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.
Monthly Equity Market Topics
An examination of market trends and dynamics across the global equity markets.
Japan’s Revitalization In The Reiwa Era
This paper discusses how shifting Japanese monetary policy reflects growing confidence in the economy and how yen appreciation may face structural hurdles. While the weak yen has been a huge benefit for exporters, corporate Japan continues to embrace reforms to improve governance and unlock value from balance sheets, all of which benefits shareholders.
Opportunities in Global Growth
This paper discusses our global approach to stock picking within a Growth equity framework, new opportunities and trends in the investment landscape, and the importance of investing through the cycle in companies with durable earnings.
MFS® International Equity Strategy - Quarterly Portfolio Update | Transcript
MFS® Large Cap Value Strategy - Quarterly Portfolio Update | Transcript
MFS® Growth Strategy: Quarterly Portfolio Update | Transcript
Opportunities in US Growth
This paper discusses our approach to stock picking within a Growth equity framework, new opportunities and trends in the investment landscape, and the importance of investing through the cycle in companies with durable earnings.
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.
Factor Returns Around the Fed Pivot
Thought leadership paper around how factor returns behaved in periods of past rate cuts.
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.
Exploring Opportunities for Global Small- and Mid-Cap Stocks in the Next Cycle
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.
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.
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.
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.