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 strategies’ 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
- 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 | 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.
The Big Mac | READJanuary 10, 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 | ReadDecember 16, 2024Macro Talking Points - Week of 16 December 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, positioning, and other perspectives from across MFS
Macro Talking Points | ReadDecember 16, 2024Macro Talking Points - Week of 16 December 2024
Global fixed income market analysis through a macroeconomic lens.
Fixed Income Insight | ReadNovember 27, 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 | ReadNovember 20, 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.
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Related Strategies
MFS® Fixed Income Strategies
In today's markets, the ability to navigate changing dynamics is, in our view, critical to pursuing clients' objectives. We have a broad lineup of actively managed fixed income strategies designed to meet the unique needs of institutional investors. Below are highlights of our fixed income capabilities.
Core/Aggregate
US
Strategy Strategy Fact Sheet(s) MFS® Limited Maturity Fixed Income USD, EUR MFS® U.S. Core Fixed Income USD MFS® U.S. Core Plus Fixed Income USD MFS® U.S. Opportunistic Fixed Income USD Global
Strategy Strategy Fact Sheet(s) MFS® Global Aggregate Core USD MFS® Global Aggregate Core Plus USD
MFS® Global Aggregate Opportunistic USD Hedged USD, GBP Canadian
Strategy Strategy Fact Sheet(s) MFS® Canadian Fixed Income CAD MFS® Canadian Core Plus Fixed Income CAD MFS® Canadian Money Market CAD MFS® Canadian Long Term Fixed Income CAD MFS® Canadian Long Plus Fixed Income CAD MFS® Canadian Short Term Fixed Income CAD Corporate
Strategy Strategy Fact Sheet(s) MFS® Global Credit USD MFS® Global Investment Grade Credit USD MFS® Global High Yield USD MFS® U.S. Credit USD MFS® U.S. Long Duration Credit USD Emerging Markets
Strategy Strategy Fact Sheet(s) MFS® Emerging Markets Debt Diversified USD MFS® Emerging Markets Local Currency Debt USD MFS® Emerging Markets Corporate Debt USD MFS® Emerging Markets Debt Opportunities USD MFS has a wide range of global fixed income capabilities designed to meet the institutional investor's unique objectives. In addition to the related strategies listed on this page, MFS also offers a variety of Government/Municipal strategies.
- 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*: 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.
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.
MFS® Fixed Income Strategies
In today's markets, the ability to navigate changing dynamics is, in our view, critical to pursuing clients' objectives. We have a broad lineup of actively managed fixed income strategies designed to meet the unique needs of institutional investors. Below are highlights of our fixed income capabilities.
Core/Aggregate
US
Strategy | Strategy Fact Sheet(s) |
---|---|
MFS® Limited Maturity Fixed Income | USD, EUR |
MFS® U.S. Core Fixed Income | USD |
MFS® U.S. Core Plus Fixed Income | USD |
MFS® U.S. Opportunistic Fixed Income | USD |
Global
Strategy | Strategy Fact Sheet(s) |
---|---|
MFS® Global Aggregate Core | USD |
MFS® Global Aggregate Core Plus | USD |
MFS® Global Aggregate Opportunistic USD Hedged | USD, GBP |
Canadian
Strategy | Strategy Fact Sheet(s) |
---|---|
MFS® Canadian Fixed Income | CAD |
MFS® Canadian Core Plus Fixed Income | CAD |
MFS® Canadian Money Market | CAD |
MFS® Canadian Long Term Fixed Income | CAD |
MFS® Canadian Long Plus Fixed Income | CAD |
MFS® Canadian Short Term Fixed Income | CAD |
Corporate
Strategy | Strategy Fact Sheet(s) |
---|---|
MFS® Global Credit | USD |
MFS® Global Investment Grade Credit | USD |
MFS® Global High Yield | USD |
MFS® U.S. Credit | USD |
MFS® U.S. Long Duration Credit | USD |
Emerging Markets
Strategy | Strategy Fact Sheet(s) |
---|---|
MFS® Emerging Markets Debt Diversified | USD |
MFS® Emerging Markets Local Currency Debt | USD |
MFS® Emerging Markets Corporate Debt | USD |
MFS® Emerging Markets Debt Opportunities | USD |
MFS has a wide range of global fixed income capabilities designed to meet the institutional investor's unique objectives. In addition to the related strategies listed on this page, MFS also offers a variety of Government/Municipal strategies.