James C. Fallon, Portfolio Manager, Christopher Zani, CFA, Institutional Portfolio Manager, MFS Investment Management
41 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 Time is Right
by James C. Fallon, Portfolio Manager, Christopher Zani, CFA, Institutional Portfolio Manager, MFS Investment Management We examine the…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Indexing Dilutes Capitalism
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management Rob Almeida examines how indexation has amplified the…
Great Expectations
by Robert M. Almeida, Jr., Global Investment Strategist, and Portfolio Manager & Team, MFS Investment Management Financial markets…
Macro Talking Points - Week of 27 November 2023
by Benoit Anne Lead Strategist, Investment Solutions Group, MFS Investment Management Global fixed income market analysis through a…
The End of Declining Capital Intensity
by Robert M. Almeida, Jr., Global Investment Strategist, and Portfolio Manager & Team, MFS Investment Management Rob Almeida…
Markets Price a Quicker Fed Pivot
by Investment Solutions Group, MFS Investment Management A review of the week’s top global economic and capital markets…
MFS: Monthly Equity Market Topics
by Ross Cartwright, Lead Strategist, Investment Solutions Group, MFS Investment Management An examination of market trends and dynamics…
Starting Points Matter: Why International Equities Might Be Worth a Second Look
by MFS Investment Management Why consider an allocation to both US and non-US companies? We believe that the…
Either Stocks or Bonds are Wrong
by MFS Investment Management Real yields in the US are either too high or equity valuations are well…
Rate Rise, Risk of Wider War Undermine Equities
by Investment Solutions Group, MFS Investment Management For the week ending 20 October 2023 As of noon on…
Choosing Optimism in the Polycrisis Era
by Carol Geremia, President, MFS Investment Management, sub-advisor to Sun Life Global Investments Carol Geremia speaks to how…
Japan: Has the Sleeping Giant Awakened?
by Akira Fuse, Equity Institutional Portfolio Manager, Carl Ang, Fixed Income Research Analyst, Ross Cartwright, Lead Strategist Investment…
MFS' Rob Almeida and Erik Weisman: A Mid-Year Conversation on the Economy
Global Investment Strategist Rob Almeida and Chief Economist Erik Weisman discuss the current state of the economy, including…
Supply, Downgrade and Growth Send Yields Soaring
by MFS Investment Solutions Group A review of the week’s top global economic and capital markets news. As…