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 InsightFinding Large Opportunity in Midcaps
November 4, 2025White 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.Equity Insight5 minMFS® International Equity Strategy - Quarterly Portfolio Update
October 23, 2025Ann Marie Costello, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.Equity Insight5 minMFS® Large Cap Value Strategy - Quarterly Portfolio Update
October 8, 2025Kate 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 Insight7 minMFS® Growth Strategy - Quarterly Portfolio Update
October 8, 2025Laura Granger, Institutional Portfolio Manager, shares the team's thoughts on the growth asset class and provides a quarterly update on the Growth Strategy.Equity Insight32 minKey Equity Themes – A New Era of Opportunity
September 12, 2025Key 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.
Equity Insights
Equity Insight
Finding Large Opportunity in Midcaps
November 4, 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.
Equity Insight
5 min
MFS® International Equity Strategy - Quarterly Portfolio Update
October 23, 2025
Ann Marie Costello, Investment Product Specialist, shares the team's thoughts on the market and the International Equity Strategy.
Equity Insight
5 min
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.
Equity Insight
7 min
MFS® Growth Strategy - Quarterly Portfolio Update
October 8, 2025
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
32 min
Key Equity Themes – A New Era of Opportunity
September 12, 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. Details the need for agility and foresight to navigate this dynamic environment while capturing growth opportunities.