MFS Fixed Income Spotlight Webcast 

Tuesday, October 15, 2024

Find out where MFS' Co-CIO of Fixed Income, Pilar Gómez-Bravo, sees opportunities across the fixed income universe as well as her thoughts on:

• how to balance the macro and geopolitical drivers ahead
• what central bank rate cuts mean for duration positioning
• how the easing cycle may impact credit drivers and fundamentals
• reasons for optimism in fixed income

This paper discusses how the quantitative equity research team recently researched and implemented an enhancement to the research analyst sentiment score utilized within the MFS Blended Research portfolios. The new natural language processing (NLP) algorithm is materially better at contextualizing text within a document and as a result quantifying its sentiment. By leveraging sophisticated tools such as FinBERT to analyze MFS’ proprietary datasets we believe we can offer a differentiated alpha signal.