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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Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.

Lawsuit Over Wall Street’s ‘Fearless Girl’ is Settled

State Street installed the "Fearless Girl" statue in Manhattan's financial district in March 2017 shortly before International Women's Day.

State Health Plans Must Cover Gender-Affirming Surgery, Appeals Court Rules

Health insurance plans run by U.S. states must cover gender-affirming surgeries for transgender people, a U.S. appeals court ruled.

Lawsuit Against Citi Details ‘Pervasive’ Sexual Harassment

A Citigroup managing director said the bank failed to protect her from a supervisor's violent threats and abuse.

Stress Is Mounting for Working Women: Deloitte

Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.

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