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Strategist's Corner
Inflation Surprise? No, Not Really
MFS 100 Years
Harnessing Lessons from a Century of Investing
Harnessing Lessons from a Century of Investing
Mike Roberge, CEO, and Carol Geremia, President and Head of Global Distribution, reflect on how the past 100 years of investing has prepared investors for many of the challenges they face today, as well as in the future.
Financial Fundamentals
Learn more about investing & finance basics to help make more informed decisions.
A Century of Striving for Wealth Creation for All
Since inventing the mutual fund in 1924, we have remained committed to our clients and our purpose in aiming to create value responsibly.
Latest Insights
Get the latest on global markets and economies as well as what's top of mind for our thought leaders.
Markets Grind Higher, Approach Record Levels
A review of the week’s top global economic and capital markets news.
Fed Rate Hike Fears Vanish
A review of the week’s top global economic and capital markets news.
Back to Bonds: Why it may be time to make the move
Fixed Income public brochure that illustrates why the bond window of opportunity is now open for long-term investors.
2023 MFS Annual Sustainability Report
Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.
2023 MFS Strategic Climate Action Plan
In line with the Task Force on Climate-Related Financial Disclosures (TCFD), this report outlines MFS’ view on climate change and our related actions in both our investment process and business operations.
US Inflation Stays Stubbornly High
A review of the week’s top global economic and capital markets news.
2024 DC Retirement at a Glance
Monthly retirement insights
Inflation Surprise? No, Not Really
The market is currently correcting mistaken assumptions that were based on a market cycle driven by artificially low interest rates. As market dynamics shift, the source of a company's growth will also shift.
China’s Q1 GDP strong, but other indicators point to weakness
A review of the week’s top global economic and capital markets news.
A Different Paradigm
As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.
Amid Sticky Inflation, Fewer, Later Rate Cuts Expected
A review of the week’s top global economic and capital markets news.
You Can’t Hurry Cuts. You Just Have to Wait.
A review of the week’s top global economic and capital markets news.
US Economy Finished 2023 Strong
A review of the week’s top global economic and capital markets news.
Fed Turns Dovish, BOJ Hikes
A review of the week’s top global economic and capital markets news.
Inflation’s Last Mile Gets Bumpier
A review of the week’s top global economic and capital markets news.
Powell Looks Past Inflation Uptick
A review of the week’s top global economic and capital markets news.
Markets Mark Time Ahead of Big Data Week
A review of the week’s top global economic and capital markets news.
Tech Earnings Rekindle AI Enthusiasm
A review of the week’s top global economic and capital markets news.
Indexing Dilutes Capitalism
Rob Almeida examines how indexation has amplified the disconnect between valuations and fundamentals.
Inflation Uptick Dampens US Rate Cut Outlook
A review of the week’s top global economic and capital markets news.
China Intervenes to Support Stocks
A review of the week’s top global economic and capital markets news.
Rate Cut Hopes Dim Amid Strong US Data
A review of the week’s top global economic and capital markets news.
US Economic Growth Beats Expectations
A review of the week’s top global economic and capital markets news.
Great Expectations
Financial markets appear optimistic to start the year, while investors currently believe inflation will slow, rates fall, and profits rise. Rob Almeida explains why those beliefs may be contradictory.
Capital Markets View Summary
A summary of MFS views on current economic conditions and global financial market trends.
Market Moderates Rate-Cut Outlook
A review of the week’s top global economic and capital markets news.
Tame US PPI Offsets Hot CPI
A review of the week’s top global economic and capital markets news.
Rate Cut Expectations Trimmed
A review of the week’s top global economic and capital markets news.
2024 6 Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
Markets Extend Gains Ahead of Holidays
A review of the week’s top global economic and capital markets news.
Powell Ponders Pivot
A review of the week’s top global economic and capital markets news.
Solid US Jobs Report Cools Rate Cut Speculation
A review of the week’s top global economic and capital markets news.
How the Capital Cycle Could Impact 2024
How might investors think about the year ahead? The capital cycle fuels the engine of progress, but it can also create excesses and inefficiencies. Rob examines why that’s relevant today and going forward.
A November to Remember!
A review of the week’s top global economic and capital markets news.
Stocks Extend Nearly Month-Long Rally
A review of the week’s top global economic and capital markets news.
The End of Declining Capital Intensity
Rob Almeida examines how a shift from supply chain efficiency to resiliency will likely affect a company's return on capital. What type of companies are positioned to navigate this paradigm shift, and which companies are not?
Markets Price a Quicker Fed Pivot
A review of the week’s top global economic and capital markets news.
Either Stocks or Bonds are Wrong
Real yields in the US are either too high or equity valuations are well above fair value. Investors who can understand which enterprises possess real value and those that do not, will find themselves in an enviable position compared with the broader market.
Choosing Optimism in the Polycrisis Era
Carol Geremia speaks to how policy, the economy and individual can play a bigger game in each of their areas.
2022 MFS Annual Sustainability Report
Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2022 calendar year.
A Mid-Year Conversation on the Economy | Transcript
Finding a Sweet Spot for Local Emerging Market Debt
We discuss the four stages of the typical cycle for emerging markets local debt, the fundamental framework of the marketplace, and the potential opportunity set offered to today's investors.
The Increasing Need to Reach Deeper Into the Tool Box
We have begun a new regime, where investors will need to do a lot more homework and may find it advantageous to use a mosaic of not only valuation, but also fundamental tools, to help guide the way through this cycle.
Exploring the Commercial Application of Artificial Intelligence
Like other technological advancements, artificial intelligence will almost certainly disrupt many companies, and perhaps entire industries, but how? We share our perspective on AI and its potential impact on the real economy and existing business models.
The Renaissance of Active Management
MFS CEO Mike Roberge discusses the shifting dynamics of today's marketplace and how active managers are positioned to tune out the short-term noise and identify those things that drive long-term value.
The Rise of Artificial Intelligence
We provide a high-level overview of recent developments in artificial intelligence technology, the implications for industries and thoughts around investment opportunities.
2023 Mid-Year Outlook
MFS Global Investment Strategist Rob Almeida offers a mid-year perspective on the global equity and fixed income markets.
Markets are Distracted
Rob Almeida warns that headlines are often distractions. It's not that they're not important, it's just that they're a small part of a larger mosaic.
MFS Fixed Income History
Provides insight on MFS's deep history and expertise fixed income as well as its risk managed approach and Global Research Platform.
