Creating long-term value in a fast-changing world
The increasing complexity of the economic and financial environment is one of the most significant challenges faced by global asset allocators today. Upheaval touches upon every sector and every investment theme, including events such as the upcoming U.S. election and fast advances in A.I. MFS Investment Management shares insights on all these and more below.
US Election Perspectives 2024
While it’s important for investors to familiarize themselves with the policy proposals of the major party candidates, historically, electoral outcomes haven’t had major lasting impacts on market performance. MFS market strategists put the election into historical context and highlight some of the key policy similarities and differences of the candidates.
MFS Long-Term Capital Market Expectations
How do return and risk expectations compare across asset classes and regions? MFS’ latest view of economic and capital market conditions offer an insightful guide to the potential long-term trajectory of equities, fixed income and alternatives.
The Big Mac on Fixed Income Allocation
What does the highly positive bond-equity correlation imply for asset allocation? Bonds may not be such a portfolio diversifier but they can still help to reduce volatility and provide attractive risk-adjusted returns. Especially if you go global and keep active.
The Other Side of Market Concentration Peaks
Equity markets are heavily concentrated across a handful of stocks. But what happens after periods of extreme concentration? Find out how today’s concentration compares to history and see how breadth, size and style have behaved after the peak.
Market Pulse
Looking for timely investment perspectives? MFS’ Market Insights team bring you fresh perspectives on what’s happening with the economy and markets, and share key considerations for what these mean for equity and fixed income investors.
AI Tipping Point: A Deep Dive into Semiconductors
AI is reaching a tipping point but how can investors access the trend? Listen in as MFS’s sector lead for semiconductors describes the challenges and opportunities in the space and explains why valuations matter when navigating the AI hype cycle.
Sustainability in Action: Schneider Electric
Can decarbonisation efforts provide a tailwind to companies? This case study featuring Schneider Electric explores how digitisation and electrification themes provide new opportunities for sustainability-driven long-term value creation.
MFS Annual Sustainability Report
It’s easy to go dizzy with all the sustainability buzzwords. At MFS, they prefer to keep things simple. Review their sustainability approach, engagement activities and more in their latest Annual Report.
Aggregate Confusion: The Challenge of ESG Ratings
Overcoming the ambiguity of ESG ratings is a complex but crucial task for investors. This whitepaper explores the need for reliable data analysis and collaboration among stakeholders to understand ESG's impact on performance metrics, emphasizing its integral role in the investment process and business sustainability.
