Equity Insight
32 min
Key Equity Themes – A New Era of Opportunity
September 2025
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts.
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
Equity Insights
Equity Insight7 minMFS® International Diversification Fund - Quarterly Portfolio Update
January 23, 2026Nick Paul, Portfolio Manager, shares the team's thoughts on the market and the International Diversification Fund.Equity Insight6 minMFS® Growth Strategy - Quarterly Portfolio Update
January 13, 2026Laura Granger, Institutional Portfolio Manager, shares the team's thoughts on the growth asset class and provides a quarterly update on the Growth Strategy.Equity Insight5 minMFS® Large Cap Value Strategy - Quarterly Portfolio Update
January 8, 2026Kate 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 InsightJapan’s Economic Reboot: Unlocking Equity Potential Through Digital Transformation
December 8, 2025Japan is undergoing an economic shift due to labor constraints, catalyzing digital transformation and creating opportunities for investors.Equity InsightFour Reasons the AI Boom May Not Bust
December 5, 2025Looking at today’s AI boom through the lens of the .com bubble
Equity Insights
Equity Insight
7 min
MFS® International Diversification Fund - Quarterly Portfolio Update
January 23, 2026
Nick Paul, Portfolio Manager, shares the team's thoughts on the market and the International Diversification Fund.
Equity Insight
6 min
MFS® Growth Strategy - Quarterly Portfolio Update
January 13, 2026
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
5 min
MFS® Large Cap Value Strategy - Quarterly Portfolio Update
January 8, 2026
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
Japan’s Economic Reboot: Unlocking Equity Potential Through Digital Transformation
December 8, 2025
Japan is undergoing an economic shift due to labor constraints, catalyzing digital transformation and creating opportunities for investors.
Equity Insight
Four Reasons the AI Boom May Not Bust
December 5, 2025
Looking at today’s AI boom through the lens of the .com bubble