MFS Insights

A review of the week's top global economic and capital markets news.

Investors are regularly reminded that well-diversified portfolios may deliver more consistent results. That’s where investing globally comes in.

Sun Life MFS Funds all have one thing in common – The Funds are invested for the long term. Simply put, this means that the companies MFS¹ selects for the Sun Life MFS Funds will stay in the mix for the long haul.

Active risk management is one of the three pillars that make up the Sun Life MFS Funds investment formula.

Forty years ago, Sun Life made one of its most important acquisitions when it acquired MFS¹, the first company in the United States to develop mutual funds.

In its second-quarter 2021 update, MFS Investment Management reports that it became a signatory of the Net Zero Asset Managers Initiative (NZAM), and provides a case study of active ownership. 

If you’re investing to pursue long-term financial goals, understanding the relationship between company size, return potential, and risk is critical.

Here is how MFS Investment Management describes their approach to engagement.

Here is how MFS Investment Management describes their approach to fundamental research.

Here is how MFS Investment Management describes their Sustainable Investing Framework.

After hitting bottom last March, the market launched into a new bull run with extraordinary returns. MFS looks at this remarkable rebound and what it means for markets in the long term.

Intangible assets are becoming a bigger part of the asset mix of S&P 500 companies. MFS explains the implications and effects of this trend.

While the pandemic has affected many industries negatively, companies in the health care sector are thriving. MFS Investment Management details how diagnostics equipment manufacturing, digital health, telemedicine and many other industries are picking up the pieces during this challenging time.

Intangible assets currently comprise approximately 85% of assets on company balance sheets. In this piece, MFS speaks on how this and other factors have changed how we classify and analyze both growth and value stocks.

In this piece, MFS dives into the current progress of the development of a potential COVID-19 vaccine and how this can affect bio-technology stocks, financial markets as a whole and the world in general.