Global Market Pulse
How We Invest
In 1924, MFS launched the first open-ended mutual fund in the US, and in 1970 we launched our first balanced fund. Today, we offer three ways to invest in asset allocation strategies: strategic allocation, tactical allocation and target date.
MFS use a three-step process to build multi-asset funds. First, we allocate assets across major asset classes to help optimize risk-adjusted returns. Second, we diversify within each asset class to take advantage of different investment styles and market sectors. And finally, we rebalance our multi-asset strategies periodically to ensure desired allocations and risk tolerance objectives are met.
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Multi-Asset Insights
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
Multi-Asset InsightMFS Meridian® Funds – Prudent Capital Fund: The Purpose of Prudent Investing
7 October 2024Listen in as Ed Dearing, portfolio manager, describes the investment philosophy of the fund, how it works and why investors should consider the fund now.Multi-Asset InsightMFS Meridian® Funds - Prudent Capital Fund: Strategic outlook and Portfolio Positioning Update
27 September 2024Listen in as the portfolio management team provides an update on the strategic outlook and portfolio positioning of the fund.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market PulseGlobal Market Pulse (EURO)
4 August 2025Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
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Market Insights
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
Market InsightThe Inside View Summary - Markets in Motion: Shifts Transforming Economies and Markets
27 August 2025Our industry experts discuss how accelerating economic and market shifts across the globe have significant implications on asset allocations. In this summary, you'll learn how the structural shifts in today's rapidly evolving economic landscape is critical for long-term portfolio success.Market InsightPortfolio Perspectives // Q3 2025
17 July 2025Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Market InsightTax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
7 July 2025Highlights of the One Big Beautiful Bill (OBBBA) -
Related Funds
- Investment Professional
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
MFS Meridian® Funds – Prudent Capital Fund: The Purpose of Prudent Investing
MFS Meridian® Funds - Prudent Capital Fund: Strategic outlook and Portfolio Positioning Update
Market Pulse
Timely insights into the market dynamics on your mind today
Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
The Inside View Summary - Markets in Motion: Shifts Transforming Economies and Markets
Portfolio Perspectives // Q3 2025
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.