For a century, we have aligned our active investment approach and the way we serve clients with a sole purpose: to create long-term value responsibly. That commitment started in 1924, when MFS launched the first US open-end mutual fund to give millions of everyday investors access to the markets. It continued through our growth to a full-service global investment management firm offering fixed income, equity and quantitative solutions to financial advisors, intermediaries and institutional clients around the world.
Macro Insights
MFS thought leadership on the forces shaping markets.
All Angles Podcast
Get a close up look at every facet of the market and hear from experienced voices on trends, macro shifts, and topics shaping markets today.
Quarterly Themes Shaping Multi-Asset Strategy
Delivering concise, quarterly insights that bring the latest headlines into context and help you align strategy with long-term planning.
Timely Market Perspectives Clients Need
Leverage insights on topics top of mind for clients: economic & market dynamics, asset allocation and outlooks for equity & fixed income.
ETFs
MFS Active ETF offerings: ETF education, market opportunities and product benefits.
Focused on ETF Liquidity & Cost-Effective Trading
To maximize client value, we focus on ETF factors that impact performance and investor confidence like reliable liquidity and smoother trading.
For Your Clients: Illustrate ETF Features
Use this brochure with clients to illustrate ETF features including tax efficiency, trading flexibility and transparency.
ETF Benefits & Risks: Myths versus Facts
Gain understanding to dispel common ETF myths. Focus instead on the features & greater choice active ETFs can offer for clients’ portofolios.
Advisor Edge
Actionable insights, tools and resources to help advisors serve clients and grow their practices.
What Keeps Clients Up at Night? A Checklist
The Heritage Planning® checklist helps uncover fears around retirement income, eldercare, and life-event planning gaps in one tool.
Fixed Income
MFS expertise across rates, credit, market outlooks and active bond management.
Actively Seeking Alpha: Inside the MFS Fixed Income Approach
A disciplined active fixed income approach in the pursuit of consistent through-cycle alpha.
The views expressed herein are those of the MFS Strategy and Insights Group within the MFS distribution unit and may differ from those of MFS portfolio managers and research analysts. These views are subject to change at any time and should not be construed as MFS’ investment advice, as portfolio positioning, as securities recommendations, or as an indication of trading intent on behalf of MFS. No forecasts can be guaranteed. The Market Pulse leverages the firm’s intellectual capital to provide perspective on broad market dynamics that are top of mind for asset allocators. We celebrate the rich diversity of opinion within our investment team and are proud to have talented investors who may implement portfolio positions and express different or nuanced views to those contained here, which are aligned to their specific investment philosophy, risk budget and entrusted duty to allocate our client’s capital responsibly.