MFS INVESTMENT MANAGEMENT
Finalist Hot Takes:
Opportunities and Risks
In the lead-up to the RIA Intel Awards, we asked four finalists from various corners of the industry for their thoughts on the greatest risk and opportunities facing wealth managers in the coming year.
Nominee Name and Firm
Video Hed: 2023 Looks Like Another Crazy Year!
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Future cash flows at investible companies are enhanced by things that don’t show up on a balance sheet, such as culture, brand, and leadership. Here’s how to identify them.
Creating a Discipline for Creative Investing
A Disciplined Process
Episode 3
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After surging more than 132 percent in 2020, the CAS Investment Partners hedge fund has been one of the worst performers through May.
High Yield Bonds: What the Market Isn't Telling Us
Since the Global Financial Crisis, high yield bond investors have grown used to "buying on the dips." Given tight spreads and high valuations, we think this practice may not work going forward. While risks abound, see where we're finding solid companies with long-term prospects.
Jack Ablin
Cresset Asset Management
CIO of the Year
Headlines are often noise and, in our view, successfully predicting their outcomes is rare. At MFS, we tune out the noise and focus on long-term bond fundamentals. We believe it's a better way to seek long-term risk-adjusted returns for our clients.
Headlines and Fixed Income: Looking Past the Noise
Peter Krull
Earth Equity Advisors
ESG Advocate of the Year
The inaugural RIA Intel Awards are a celebration of financial advisors,
wealth management firms, and industry leaders.
Winners will be on announced on RIAIntel.com September 14, 2022 and
will be honored in person at upcoming RIA Institute Forums.
II Communities on Fixed Income & Credit Investing
In Partnership
with:
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In today's credit market, meeting your fixed income objectives is difficult. At MFS, we try to drive long-term, risk-adjusted returns through a full market cycle. Explore how deep credit and macro research helps us try to exploit inefficient markets.
Institutional Investors, Are You Seeking Returns in Today’s Credit Market?
Jack Ablin
Cresset Asset Management
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Integrating ESG analysis into the research of DM sovereign bonds is gaining momentum. More investors are realizing how ESG factors can impact investment performance. MFS believes that adding ESG factors in our research process can help create long-term value.
Evaluating ESG Factors in Developed Market Sovereign Bonds
Peter Krull
Earth Equity Advisors
ESG Advocate of the Year
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MFS’ fixed income professionals explore opportunities and headwinds in the muni bond market.
Will State and Local Revenues Continue to Grow?
Jack Ablin
Cresset Asset Management
CIO of the Year
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In this video, MFS explores the outlook for state and local tax receipts.
Actively Thinking About Today’s Muni Bond Market
ESG Advocate of the Year
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Will direct lending spark the next financial crisis? MFS experts debate direct lending, its potential knock-on effects and consumer lending.
Direct Lending to Consumer Loans: What Scares Us
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An MFS bond fund manager discusses the dynamics of today's housing market and explains the importance of an active approach to mortgage-backed securities investing.
Is the Housing Environment Still Constructive?
ESG Advocate of the Year
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Is the US poised for runaway inflation? MFS' chief economist examines similarities and key differences between today and the ’70s.
Inflation: That ’70s Show?
Stay Tuned!
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