Insight Centers

Six Key Themes Impacting Markets and Economies

From AI to “reglobalization,” explore six key themes MFS experts believe will be critical to successful asset allocations.

Take the Worry out of Changing Interest Rates

Show clients how a bond portfolio might move in response to changes, up or down, in rates.

Fixed Income Investing and Economic Uncertainty

Soft or no landing? Time will tell, yet knowing how bonds behaved before, during and after prior recessions can inform allocation decisions.

Do Good Things Come to Those Who Wait? The Potential Benefits and Features of Working Longer

With the potential benefits of working longer, there are complex questions to consider. Share this piece with clients to help answer them.

Will Negative Stock-Bond Correlation Reverse?

Negative stock-bond correlations since 1998 were an anomaly versus history. See why we think correlations will revert and what to consider.

Either Stocks or Bonds Are Wrong

Real yields are too high or equity valuations are above fair value. Either way, the least fit businesses will fail and cede revenue and profit to the most fit.

A Robust Year for Fixed-Rate Annuities

The year 2023 is expected to finish as a record one for many categories of annuities.

Uncertainty and the Cost of Waiting

Uncertainty may continue leading to a wait-and-see investment strategy.

Retirement Planning with the Proceeds of a Business Sale

Help your business-owner client map a strategy that provides income and security in retirement.

What Financial Advisors Should Know: Fixed Annuities and Consumer Literacy

This study shows that consumers are looking for a way to address outliving their retirement assets. Here is what they wish advisors would tell them.

Latest News

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FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.

Retirement Advisors Must Act as Fiduciaries Under Final DOL Rule

Starting Sept. 23, investment professionals who offer services as trusted advisers will be required to act as fiduciaries.

Two Advisory Teams Join Cresset Capital Management in San Francisco

The teams previously managed approximately $5 billion in assets at J.P. Morgan, and before that at First Republic Bank.

Wells Fargo Bond Saleswoman Sues Over ‘Unapologetically Sexist’ Workplace

She said she was told that her mostly male group thought of her as a mere "second income" for her husband.

Mortgage Rates Too Good to Give Up

On a scale not seen in decades, people are paralyzed in homes they may wish to leave. Economists quantify the drastic results for housing.

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