Fixed Income Insights
With Uncertainty Comes Great Opportunities
This month we discuss how global fixed income may be looking at a new regime.
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
The Big Mac
The Big MacThe Big Mac* on Fixed Income
5 June 2025This 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 MacWith Great Uncertainty Comes Great Opportunities
2 June 2025This month we discuss how global fixed income may be looking at a new regime.
The Big MacUncertainty May Provide Opportunity
23 May 2025Lead Strategist, Ross Cartwright provides an overview on the equity markets and what may lie ahead.
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Macro Talking Points
Macro Talking Points
Macro Talking PointsMacro Talking Points - Week of 19 May 2025
21 May 2025Global fixed income market analysis through a macroeconomic lens.
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Market Pulse
Market Pulse
Market PulseGlobal Market Pulse (USD)
29 May 2025Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
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Fixed Income Insights
Fixed Income Insights
Fixed Income InsightManaging Risks & Finding Opportunities in Fixed Income
7 June 2025Join MFS Co-CIO of Fixed Income Pilar Gómez-Bravo as she shares how she positions portfolios amidst tariff uncertainty and volatile markets.
Fixed Income InsightBuy, Maintain and Sustain
3 June 2025Buy and maintain strategies have grown in popularity among long-term fixed income investors in recent years, especially pension funds in the United Kingdom. While buy and maintain is a well-established investment approach, it is evolving in the current environment through the integration of sustainability considerations.
Fixed Income InsightFixed Income Under the Spotlight: The Year of the Great Bifurcation
2 June 2025Co-CIO of Fixed Income Pilar Gomez-Bravo assesses the growing policy divergence between regions, and shares where she is finding credit opportunities despite high valuations and growing uncertainty.
The Big Mac
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.
With Great Uncertainty Comes Great Opportunities
This month we discuss how global fixed income may be looking at a new regime.
Uncertainty May Provide Opportunity
Lead Strategist, Ross Cartwright provides an overview on the equity markets and what may lie ahead.
Macro Talking Points
Macro Talking Points - Week of 19 May 2025
Global fixed income market analysis through a macroeconomic lens.
Market Pulse
Global Market Pulse (USD)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Fixed Income Insights
Managing Risks & Finding Opportunities in Fixed Income
Join MFS Co-CIO of Fixed Income Pilar Gómez-Bravo as she shares how she positions portfolios amidst tariff uncertainty and volatile markets.
Buy, Maintain and Sustain
Buy and maintain strategies have grown in popularity among long-term fixed income investors in recent years, especially pension funds in the United Kingdom. While buy and maintain is a well-established investment approach, it is evolving in the current environment through the integration of sustainability considerations.
Fixed Income Under the Spotlight: The Year of the Great Bifurcation
Co-CIO of Fixed Income Pilar Gomez-Bravo assesses the growing policy divergence between regions, and shares where she is finding credit opportunities despite high valuations and growing uncertainty.