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MFS Investments

Global opportunity through a long-term lens

As a global investment manager, MFS strives to create long-term value and protect capital for clients through an active approach and an investment platform built on nearly a century of expertise. To make that long-term value meaningful for clients, we work to align with them on our beliefs, their needs and the time it takes to deliver on their desired outcomes. This client alignment creates mutual understanding and clarity. Clients know what to expect from us and precisely how we will invest on their behalf. We build an intimate understanding of their objectives. And, we work to achieve them together.

MFS’ approach to active management starts with client alignment and is driven by:

Continuity: Time is an asset
We think, act and invest with a long-term focus because we believe it’s the best way to meet client objectives. To broaden the opportunity set for clients, we look for more dispersed returns over longer horizons. By investing through a full market cycle, we help clients manage the downside while pursuing opportunities to outperform as we find them. By rewarding our investment team for long-term performance, we keep our strategies aligned with our clients’ time horizons and objectives.

Collective expertise: Insight to advantage
In an age of information democracy, our ability to turn information into investment insight is the analysis advantage we strive to bring to clients. That takes bringing together our diverse perspectives in a culture of collaborative thinking. Created through MFS Active IntelligenceSM, our global investment platform, and uncompromised information flow across geographies, asset classes and industries, our analysis advantage helps us actively manage risk and make effective decisions within client portfolios.

Risk management: Seeing all angles
Risk can be an adversary or an ally. It’s a matter of having the time, skill and discipline to potentially turn risk into an investment opportunity for clients. We believe our risk-aware culture affords us that ability. At MFS, risk management is always on and embedded in every corner of our investment process, with rigorous reviews at the portfolio, security and firm levels. Every member of our investment team takes responsibility for assessing risk on behalf of clients, and in every decision we make, risk is part of the equation.

Visit www.mfs.com to learn more.

Latest sponsor articles

Rising real yields likely to undermine equity values

Negative real yields have unmoored asset prices from fundamentals, but inflation pressures are likely to start pushing real yields higher. Higher real yields should feed into lower risk asset valuations.

A year like few others, but what's next?

The anniversary of the pandemic low point in the S&P500 was 23 March 2021, delivering a staggering one-year return of 77%. If history is a guide, as policy normalises, investors will pivot to 'compounders' not cyclicals.

Let's be clear: sustainability isn’t free

Efforts to become more sustainable will challenge many companies and perhaps even bankrupt some. Sustainability drives new opportunities but brings risks for others, and companies which cannot adapt will suffer.

Global search for short-term losers and long-term winners

Active managers need to know what factors are distorting asset prices. This interview with Ted Maloney, CIO of MFS, explores how much of 10 years of growth has been pulled forward and the impact of Reddit users.

Why ESG assessment must now consider active ownership

Regardless of how an investor owns an asset, they need to know how a business is sustainable over the long term. By influencing the activities or behaviour of investee companies, returns can be enhanced.

Amid vaccine hope and skepticism, testing is key

While the recent Pfizer announcement deserves optimism, the global life sciences supply chain is likely to create more sustainable profits than those in the highly-competitive vaccine market.

MFS Investments: Blue wave fails to reach shore

If he wins, Joe Biden will enter office with a weak mandate relative to expectations due to the underperformance of his party, but the executive branch wields a great deal of power in the regulatory framework.

The role of financial markets when earnings are falling

Everything is rising in value because there is excess capital chasing too few opportunities. Capital should be allocated more responsibly with a focus on the future cash flow from a company.

Too many unknowns: hope isn't an investment thesis

Many investors believe they have sufficient visibility into numerous unknowns to make the high-conviction call that the recovery will be strong. We don’t, and we're not willing to guess.

MFS's Carol Geremia on short-termism and time tolerance

After 35 years in fiduciary and leadership roles, the President of MFS Investment Management is clear about the major problem in wealth management: we have not convinced investors to think long term.

Investing amid IoT-enabled disruption

Manufacturing is going through an extended ‘Internet of Things’-enabled automation refresh cycle which will change the global industrial market, with profound implications for business models.

From popular to unthinkable: do political outcomes impact investments?

Political outcomes are challenging to predict. Instead, we need to focus on the investment implications of a variety of policy outcomes. A long term perspective is where valuation intersects with fundamentals.

Barnaby Wiener on preserving wealth and asset allocation

A global asset allocator is positioned defensively to preserve the wealth of his clients. He has some strong comments on stocks, the investment industry and avoiding the pressures of short termism.

Would a recession in 2019 matter to financial markets?

A global investment strategist looks at why this cycle may be different, and examines the potential invested yield curve for hints from the past.

Sponsor White Papers

It’s the second mouse that gets the cheese

The markets are awash in crosscurrents, so it’s critical to focus on what’s material and filter out market noise. When things get complicated, it's helpful to try to simplify them.

Minicycles and liquidity as a fixed income alpha lever

Shifts in market structure post-GFC have led to lasting changes in the behavior of credit spreads, with significant implications for active investors.

To have an impact on diversity, count on culture

The world is pushing for social change, with calls to alleviate social injustice and racial inequality growing louder around the globe. Businesses have as much responsibility for diversity and inclusion as individuals.

Panic is the enemy

COVID-19 is leading to unprecedented economic destruction across the world. While the human and financial cost will be enormous, dislocation also presents opportunities. Investors will need patience and a long-term horizon to benefit.

On board with a long-term view

A case study on shifting the performance evaluation mindset. This paper reflects the work done with MFS' mutual funds board and the process it took to push the business forward and think differently.

Emphasise the essentials of long-term investing

Developing and overseeing a retirement-spending strategy can be a complex undertaking. As both life expectancies and the number of retirees who will need to rely on their superannuation portfolios increase, so too will the challenges facing retirees.

Market performance has changed since late 2018, but have the facts?

Hope is not an investment thesis.Investor pain in the final quarter of 2018 has seemingly faded from memory, based on the rerisking across global equity and credit markets in the first two months of 2019.

2019 and a shifting emphasis from return to risk

While the short term remains difficult to forecast, fundamentals drive cash flows and cash flows drive asset prices, and these fundamentals are units, price, margin and earnings.

  • 20 December 2018

Ethical considerations in the technology sector

Technology has improved our standard of living, but the rapid pace of development has created ethical dilemmas for companies, impacted many users and overwhelmed regulatory bodies.

  • 4 October 2018

The companies that will benefit from urbanisation

For the first time in human history there are more people (55%) living in urban areas than in rural areas, placing tremendous stress on resources, infrastructure and the human psyche.

  • 11 July 2018

Time to align investment horizons

A misalignment between investors and their asset managers could be causing them to forfeit the full value of active management.

  • 9 March 2018

Most viewed in recent weeks

House prices surge but falls are common and coming

We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.

Survey responses on pension eligibility for wealthy homeowners

The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?

100 Aussies: five charts on who earns, pays and owns

Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.

Three good comments from the pension asset test article

With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.

The sorry saga of housing affordability and ownership

It is hard to think of any area of widespread public concern where the same policies have been pursued for so long, in the face of such incontrovertible evidence that they have failed to achieve their objectives.

Two strong themes and companies that will benefit

There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.

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