Blowout U.S. job numbers and stubborn inflation stuck above 3% have pushed out the timing of rate cut expectations from the U.S Federal Reserve.
The Birth and Evolution of Active Bond Management: History of MFS
April 17, 2024
MFS Investment Mangement was the first company to to build an active fixed income department in the United States.
The Birth of MFS’ In-House Research Department: History of MFS
April 17, 2024
MFS Investment Management’s actions during the Great Depression showed the firm’s commitment to putting the needs of clients and end investors first.
Federal Budget 2024
April 16, 2024
Tax rates stayed the same but there were significant changes to capital gains in this year’s budget. See our breakdown.
MFS history - Bonding Time Risk Management Lessons
April 15, 2024
Discover how MFS Investment Management launched the industry's first global bond fund.
Staying true to its convictions: MFS's long-term discipline
February 26, 2024
Sun Life MFS Funds all have one thing in common – The Funds are invested for the long term.
Collaboration is key to MFS’s unique approach
February 26, 2024
Find out why collaboration is at the heart of MFS Investment Management processes.
Capturing growth while mitigating risk: the MFS formula
February 26, 2024
Active risk management is one of the three pillars that make up the Sun Life MFS Funds investment formula.
Are your Clients investing with their legacy in mind?
February 15, 2024
While having an estate plan is important for clients’ legacies, it’s equally important to ensure that their money ends up in the hands of their intended recipients.
Stay Diversified
Diversifying to reduce risk is a key investment strategy. The reason: not all investments will perform in the same way at the same time.
Advisor tools and calculators
Our tools and calculators can help advisors develop recommendations for clients by outlining key concepts and bringing ideas to life. Select the tool best suited for your client to start their investment journey with Sun Life Global Investments.
Fund reviews
Advisors, please contact your Sun Life Global Investments Wealth Sales Team for fund commentary.