MFS Investment Management
44 posts
About MFS Investment Management
In 1924, MFS launched the first US open‐end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full‐service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long‐term value for clients by allocating capital responsibly. That takes our powerful investment approach combining collective expertise, thoughtful risk management and long‐term discipline. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market. As of January 31, 2023, MFS manages US$579.6 billion in assets on behalf of individual and institutional investors worldwide.
Please visit mfs.com for more information.
In 1924, MFS launched the first US open‐end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full‐service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long‐term value for clients by allocating capital responsibly. That takes our powerful investment approach combining collective expertise, thoughtful risk management and long‐term discipline. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market. As of January 31, 2023, MFS manages US$579.6 billion in assets on behalf of individual and institutional investors worldwide.
Please visit mfs.com for more information.
The Long-Term Case for Compounders
Companies that can compound earnings have outperformed across full market cycles. See why durability, not hype, matters more than ever for long-term investors.
January 15, 2026
The Paradox of Investor Behavior and the Capital Cycle
Insights into investor behavior, market cycles, and the impact of biological programming on financial decision-making. It emphasizes the importance of disciplined investment strategies, such as “Time Horizon Arbitrage.”
November 21, 2025
Shifting Liquidity Dynamics a Potential US Equity Headwind
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management The post-global financial crisis tailwinds of ample liquidity,…
April 24, 2025
MFS: 2025 - Six Key Themes
by Market Insights Team, MFS Investment Management SUMMARY As investors look to 2025, a number of key themes —…
January 29, 2025
MFS: Monthly Equity Market Topics (October 2024)
by Ross Cartwright, Lead Strategist, Investment Solutions Group, MFS Investment Management In Brief China’s Economic Stimulus: A Glimmer…
October 16, 2024
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Exploring Opportunities for Global Small- and Mid-Cap Stocks in the Next Cycle
by Nicholas J. Paul, CFA, Institutional Portfolio Manager, MFS Investment Management The global small- and mid-cap asset class…
October 8, 2024
Lessons Learned from 100 Years of Investing
by Research Team, MFS Investment Management With 100 years of investing experience, MFS has the unique ability to…
October 1, 2024
China Unleashes Stimulus
by Jamie Coleman, Senior Strategist, Strategy and Insights Group, MFS Investment Management A review of the week’s top…
September 29, 2024
To Find the Bust, You Need to Find the Boom
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management Capital cycles are imperfect, showing a tendency for…
September 26, 2024
Starting Points Matter: Why International Equities Might Be Worth a Second Look
by Nicholas Paul, CFA, Equity Portfolio Manager, MFS Investment Management Key takeaways Coming out of the global financial…
September 16, 2024
Why Tobacco, Utilities, and Real Estate Are Surpassing Tech in 2024
An examination of market trends and dynamics across the global equity markets. by Ross Cartwright, Lead Strategist, Investment…
September 8, 2024
Rob Almeida: Uncertainty is Non-Linear
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management Rob Almeida suggests that while recent market turmoil…
August 14, 2024
Opportunities in US Growth
by Laura Granger, CFA, Institutional Portfolio Manager & George Fontaine, CFA, Senior IPM Research Associate, MFS Investment Management…
July 11, 2024
Markets Look Past Cautious Fed
by Investment Solutions Group, MFS Investments A review of the week’s top global economic and capital markets news.…
June 24, 2024
MFS' Robert Almeida: A Different Paradigm
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management As the world shifts away from one of…
April 19, 2024