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
- English
- Institutions & Consultants
- 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 | ReadJanuary 23, 2025The Big Mac* on Fixed Income
This month, we discuss why believe that EUR IG is not only an attractive asset class from a tactical standpoint, but also when considering strategic allocations to fixed income.
The Big Mac | ReadNovember 8, 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 | READJuly 12, 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.
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Macro Talking Points
Macro Talking Points
Weekly global fixed income analysis through a macroeconomic lens
Macro Talking Points | ReadFebruary 17, 2025Macro Talking Points - Week of 17 February 2025
Global fixed income market analysis through a macroeconomic lens.
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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 | ReadFebruary 17, 2025Macro Talking Points - Week of 17 February 2025
Global fixed income market analysis through a macroeconomic lens.
Fixed Income Insight | ReadFebruary 12, 2025The Case for a Strategic Allocation to Canadian Corporate Bonds
With the aggregate funded status of Canadian defined benefit (DB) plans exceeding 100%, plan sponsors have a unique opportunity to de-risk their portfolios and lock in historically high market yields. This white paper explores the strong correlation between Canadian corporate bonds and pension liabilities, offering three investment strategies that leverage these bonds as a derisking tool.
ReadFebruary 10, 2025Macro Talking Points - Week of 10 February 2025
Global fixed income market analysis through a macroeconomic lens.
- English
- Institutions & Consultants
- 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* on Fixed Income
This month, we discuss why believe that EUR IG is not only an attractive asset class from a tactical standpoint, but also when considering strategic allocations to fixed income.
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.
Macro Talking Points
Weekly global fixed income analysis through a macroeconomic lens
Macro Talking Points - Week of 17 February 2025
Global fixed income market analysis through a macroeconomic lens.
Fixed Income Insights
Fixed income market and asset class analysis, positioning, and other perspectives from across MFS
Macro Talking Points - Week of 17 February 2025
Global fixed income market analysis through a macroeconomic lens.
The Case for a Strategic Allocation to Canadian Corporate Bonds
With the aggregate funded status of Canadian defined benefit (DB) plans exceeding 100%, plan sponsors have a unique opportunity to de-risk their portfolios and lock in historically high market yields. This white paper explores the strong correlation between Canadian corporate bonds and pension liabilities, offering three investment strategies that leverage these bonds as a derisking tool.
Macro Talking Points - Week of 10 February 2025
Global fixed income market analysis through a macroeconomic lens.