How We Invest
Our Active 360° Fixed Income Approach
We believe our active fixed income approach is key to navigating today's challenging bond market and adding long-term value. Our fixed income investment process combines collective expertise, long-term discipline and risk management to capitalize on changing market dynamics.
The fixed income investment team works closely with the equity and quantitative teams, sharing information and debating ideas. We assess the opportunity set as it changes and position our funds’ holdings, for the long-term, which benefit from durable credit fundamentals and attractive valuations. We take on risk intentionally when we believe we are being compensated appropriately and reduce it when we don’t.
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The Big Mac
- Investment Professional
- Insights
- Fixed Income
The Big Mac
A periodic global fixed income note that discusses relevant topics across bond markets and the global macro environment
The Big Mac | Read8 November 2024The Big Mac*: Managing Credit’s Pricing of Perfection
In this edition of The Big Mac, we discuss why we believe the outlook for total returns in fixed income remains robust despite current spread levels.
The Big Mac | READ12 July 2024The Big Mac1 on Fixed Income Allocation
In this edition of The Big Mac, we discuss the role of fixed income in a positively correlated world.
The Big Mac | READ10 January 2024The Big Mac on Fixed Income Allocation: FIFOMO
In this edition of the Big Mac, we discuss how the Fixed Income Fear Of Missing Out (FIFOMO) is going to be the new fear that fixed income investors will soon be facing.
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Macro Talking Points
Macro Talking Points
Weekly global fixed income analysis through a macroeconomic lens
Macro Talking Points | Read16 December 2024Macro Talking Points - Week of 16 December 2024
Global fixed income market analysis through a macroeconomic lens.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
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Fixed Income Insights
Fixed Income Insights
Fixed income market and asset class analysis, positioning, and other perspectives from across MFS
Macro Talking Points | Read16 December 2024Macro Talking Points - Week of 16 December 2024
Global fixed income market analysis through a macroeconomic lens.
Fixed Income Insight | Read27 November 2024Fixed Income Under the Spotlight: Rate Cuts Amidst Policy Uncertainty
Co-CIO of Fixed Income Pilar Gomez-Bravo shares her thoughts following the US election and central bank easing and how they could impact the global fixed income markets and portfolio positioning.
Fixed Income Insight | Read20 November 2024Impact of US Election Outcome on Emerging Market Debt
This paper discusses what the recent US election outcome means for emerging market debt, potential opportunities and hurdles going forward and how the team is considering adjusting portfolios.
- Investment Professional
- Insights
- Fixed Income
The Big Mac
A periodic global fixed income note that discusses relevant topics across bond markets and the global macro environment
The Big Mac*: Managing Credit’s Pricing of Perfection
In this edition of The Big Mac, we discuss why we believe the outlook for total returns in fixed income remains robust despite current spread levels.
The Big Mac1 on Fixed Income Allocation
In this edition of The Big Mac, we discuss the role of fixed income in a positively correlated world.
The Big Mac on Fixed Income Allocation: FIFOMO
In this edition of the Big Mac, we discuss how the Fixed Income Fear Of Missing Out (FIFOMO) is going to be the new fear that fixed income investors will soon be facing.
Macro Talking Points
Weekly global fixed income analysis through a macroeconomic lens
Macro Talking Points - Week of 16 December 2024
Global fixed income market analysis through a macroeconomic lens.
Market Pulse
Timely insights into the market dynamics on your mind today
Fixed Income Insights
Fixed income market and asset class analysis, positioning, and other perspectives from across MFS
Macro Talking Points - Week of 16 December 2024
Global fixed income market analysis through a macroeconomic lens.
Fixed Income Under the Spotlight: Rate Cuts Amidst Policy Uncertainty
Co-CIO of Fixed Income Pilar Gomez-Bravo shares her thoughts following the US election and central bank easing and how they could impact the global fixed income markets and portfolio positioning.
Impact of US Election Outcome on Emerging Market Debt
This paper discusses what the recent US election outcome means for emerging market debt, potential opportunities and hurdles going forward and how the team is considering adjusting portfolios.