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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.

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The cheapest small cap valuations in decades

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The 60/40 portfolio is back

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Beware the hit to earnings in 2023

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In portfolio construction, actions speak louder than words

Portfolio construction requires actions, not just words, based on expected returns, volatility and correlations. We have not seen sufficient pain to believe we are at the bottom of the equity cycle.

Beware the headlines as averages don’t tell the whole story

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Cash is the nightingale, the bird in the hand

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Sponsor White Papers

A resilience recipe for what comes next

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Fixed income is attractive, but beware of 'fake' yield

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Fixed income: Volatility and uncertainty here to stay

Two words come to mind when describing fixed income markets at present: volatility and uncertainty. The macro factors influencing the current environment include COVID's legacy, war in Ukraine, high inflation, tightening monetary policy and a strong dollar.

The case for a strategic allocation to EMD in Australian portfolios

With equity valuations at all-time highs, fixed income yields at or near historic lows and volatility top of mind for investors, the emerging market debt (EMD) asset class may warrant a closer look for Australian investors.

It’s the second mouse that gets the cheese

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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

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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

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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

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The companies that will benefit from urbanisation

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Time to align investment horizons

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