The global consumer remains a key driver of economic resilience, alleviating concerns of a severe growth shock despite elevated policy uncertainty, ongoing trade conflicts, and rising fiscal deficits
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.
Valuation: Why it Still Matters in Today’s Stock Market
14 November 2025
Insight exploring the importance of valuation as the foundation for durable long-term returns and effective risk management. It emphasizes the importance for disciplined and selective investing, particularly in today's high-valuation market environment influenced by factors like technological advancements and market sentiment.
Fixed income market and asset class analysis, positioning, and other perspectives from across MFS
Fixed Income Insight
Macro/Micro: A Construct for Robust Risk Budgeting
17 March 2026
When macro and micro signals diverge in times of economic change, combining top-down and bottom-up insights can help facilitate confident, risk-aware decision-making.
Valuation: Why it Still Matters in Today’s Stock Market
14 November 2025
Insight exploring the importance of valuation as the foundation for durable long-term returns and effective risk management. It emphasizes the importance for disciplined and selective investing, particularly in today's high-valuation market environment influenced by factors like technological advancements and market sentiment.
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
Fixed Income Insight
Macro/Micro: A Construct for Robust Risk Budgeting
17 March 2026
When macro and micro signals diverge in times of economic change, combining top-down and bottom-up insights can help facilitate confident, risk-aware decision-making.