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.
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.
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
Equity Insight
Declining Rates Favor Low Volatility
November 13, 2025
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2025.
White Paper exploring the potential investment advantages of midcap stocks, including their structural return premium, diversification benefits, and current attractive valuation levels, while analyzing historical performance and market trends.
MFS® Large Cap Value Strategy - Quarterly Portfolio Update
October 8, 2025
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.
Laura Granger, Institutional Portfolio Manager, shares the team's thoughts on the growth asset class and provides a quarterly update on the Growth Strategy.
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. Details the need for agility and foresight to navigate this dynamic environment while capturing growth opportunities.
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
Equity Insight
Declining Rates Favor Low Volatility
November 13, 2025
Examines how low-volatility stocks may perform considering the market consensus rate assumptions, which currently anticipate rates cuts, and a declining rate environment for 2025.
White Paper exploring the potential investment advantages of midcap stocks, including their structural return premium, diversification benefits, and current attractive valuation levels, while analyzing historical performance and market trends.
MFS® Large Cap Value Strategy - Quarterly Portfolio Update
October 8, 2025
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.
Laura Granger, Institutional Portfolio Manager, shares the team's thoughts on the growth asset class and provides a quarterly update on the Growth Strategy.
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. Details the need for agility and foresight to navigate this dynamic environment while capturing growth opportunities.