Fixed Income Under the Spotlight
Exploring Tail Risks:
What If Scenarios in the Year of the Dragon
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 | 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.
The Big Mac | READ6 July 2023The Big Mac on Macro Regimes: The Market Paradigm Shift
The prevailing macro regime, the “fear of the Fed,” is likely to end in the near future. A shift away from it should bring better prospects for fixed income returns, and in our view it may be time to consider raising allocations to fixed income.
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Macro Talking Points
Macro Talking Points
Weekly global fixed income analysis through a macroeconomic lens
Macro Talking Points | READ24 June 2024Macro Talking Points - Week of 24 June 2024
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, positioninig, and other perspectives from across MFS
Macro Talking Points | READ24 June 2024Macro Talking Points - Week of 24 June 2024
Global fixed income market analysis through a macroeconomic lens.
READ17 June 2024Macro Talking Points - Week of 17 June 2024
Global fixed income market analysis through a macroeconomic lens.
Fixed Income Insight | READ13 June 2024The Impact of Higher for Longer on High Yield
While the valuation landscape for high yield has become more challenging, we believe there are still plenty of attractive opportunities that can be identified through a thorough security selection process.
Fixed Income Insight | READ15 May 2024Fixed Income Under the Spotlight: Exploring Tail Risks: What-If Scenarios in the Year of the Dragon
Co-CIO of Fixed Income Pilar Gomez-Bravo, shares her thoughts on three key tail risks and how they could impact the global fixed income markets and our portfolio positioning.
Fixed Income Insight | READ13 May 2024Should Emerging Market Debt Investors Worry About Higher-For-Longer?
Explores the implications that higher interest rates may have for sovereign emerging market debt (EMD) investors.
Fixed Income Insight | READ8 February 2024Fixed Income Under the Spotlight: Three Key Themes for 2024
Co-CIO of Fixed Income Pilar Gomez-Bravo, addresses many of the pressing issues facing today’s bond investors including the fight between growth and inflation, building portfolios for an uncertain world and fragility.
Fixed Income Insight | READ18 January 2024Expanding Horizons: The Case for Global Bonds in Liability-Driven Investing
Global investment-grade bonds can potentially complement traditional liability-driven investment (LDI) strategies, bringing the potential for attractive risk-adjusted returns while still maintaining critical liability hedging characteristics.
Fixed Income Insight | READ10 November 2023Fixed Income Investing in US Recessions
We examine how, during economic downturns, fixed income has offered diversification benefits and reduced the volatility of portfolios that include risk assets such as equities.
General Insight | READ24 August 2023An Active Approach to Investing in Taxable Municipal Bonds
We examine the strategic case for investing in the taxable municipal bond asset class and present the argument for active investment to seek alpha. We also review why we think it is currently an attractive time to consider an allocation to the taxable municipal market.
General Insight | READ22 August 2023Finding a Sweet Spot for Local Emerging Market Debt
We discuss the four stages of the typical cycle for emerging markets local debt, the fundamental framework of the marketplace, and the potential opportunity set offered to today's investors.
Fixed Income Insight | Watch17 August 2023Active Management in Fixed Income: Opportunities, Risks and Investment Approach | Transcript
MFS Co-CIO Fixed Income, Pilar Gomez-Bravo, shares her views on how an active fixed income approach is key to navigating today’s challenging bond market and adding long-term value.READ11 August 2023Fixed Income Under the Spotlight: Five Key Questions for Investors
Co-CIO of Fixed Income Pilar Gomez-Bravo, addresses many of the pressing issues facing today's bond investors, including the risk of recession and the potential effects of China's economic slowdown.
The Big Mac | READ6 July 2023The Big Mac on Macro Regimes: The Market Paradigm Shift
The prevailing macro regime, the “fear of the Fed,” is likely to end in the near future. A shift away from it should bring better prospects for fixed income returns, and in our view it may be time to consider raising allocations to fixed income.
Fixed Income Insight | Watch10 May 2023MFS Global Aggregate Opportunistic Strategy - The Active Advantage | Transcript
Find out why an active approach to fixed income may help investors navigate through uncertain environments, and how investors may benefit from allocating to a skilled active manager.General Insight | READ6 April 2023MFS Fixed Income History
Provides insight on MFS's deep history and expertise fixed income as well as its risk managed approach and Global Research Platform.
General Insight | READ13 March 2023The Potential Benefits for European Investors of a Strategic Allocation to Emerging Market Debt
- 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 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.
The Big Mac on Macro Regimes: The Market Paradigm Shift
The prevailing macro regime, the “fear of the Fed,” is likely to end in the near future. A shift away from it should bring better prospects for fixed income returns, and in our view it may be time to consider raising allocations to fixed income.
Macro Talking Points
Weekly global fixed income analysis through a macroeconomic lens
Macro Talking Points - Week of 24 June 2024
Global fixed income market analysis through a macroeconomic lens.
Fixed Income Insights
Fixed income market and asset class analysis, positioninig, and other perspectives from across MFS
Macro Talking Points - Week of 24 June 2024
Global fixed income market analysis through a macroeconomic lens.
Macro Talking Points - Week of 17 June 2024
Global fixed income market analysis through a macroeconomic lens.
The Impact of Higher for Longer on High Yield
While the valuation landscape for high yield has become more challenging, we believe there are still plenty of attractive opportunities that can be identified through a thorough security selection process.
Fixed Income Under the Spotlight: Exploring Tail Risks: What-If Scenarios in the Year of the Dragon
Co-CIO of Fixed Income Pilar Gomez-Bravo, shares her thoughts on three key tail risks and how they could impact the global fixed income markets and our portfolio positioning.
Should Emerging Market Debt Investors Worry About Higher-For-Longer?
Explores the implications that higher interest rates may have for sovereign emerging market debt (EMD) investors.
Fixed Income Under the Spotlight: Three Key Themes for 2024
Co-CIO of Fixed Income Pilar Gomez-Bravo, addresses many of the pressing issues facing today’s bond investors including the fight between growth and inflation, building portfolios for an uncertain world and fragility.
Expanding Horizons: The Case for Global Bonds in Liability-Driven Investing
Global investment-grade bonds can potentially complement traditional liability-driven investment (LDI) strategies, bringing the potential for attractive risk-adjusted returns while still maintaining critical liability hedging characteristics.
Fixed Income Investing in US Recessions
We examine how, during economic downturns, fixed income has offered diversification benefits and reduced the volatility of portfolios that include risk assets such as equities.
An Active Approach to Investing in Taxable Municipal Bonds
We examine the strategic case for investing in the taxable municipal bond asset class and present the argument for active investment to seek alpha. We also review why we think it is currently an attractive time to consider an allocation to the taxable municipal market.
Finding a Sweet Spot for Local Emerging Market Debt
We discuss the four stages of the typical cycle for emerging markets local debt, the fundamental framework of the marketplace, and the potential opportunity set offered to today's investors.
Active Management in Fixed Income: Opportunities, Risks and Investment Approach | Transcript
Fixed Income Under the Spotlight: Five Key Questions for Investors
Co-CIO of Fixed Income Pilar Gomez-Bravo, addresses many of the pressing issues facing today's bond investors, including the risk of recession and the potential effects of China's economic slowdown.
The Big Mac on Macro Regimes: The Market Paradigm Shift
The prevailing macro regime, the “fear of the Fed,” is likely to end in the near future. A shift away from it should bring better prospects for fixed income returns, and in our view it may be time to consider raising allocations to fixed income.
MFS Global Aggregate Opportunistic Strategy - The Active Advantage | Transcript
MFS Fixed Income History
Provides insight on MFS's deep history and expertise fixed income as well as its risk managed approach and Global Research Platform.