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
- Investment Professional
- 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 | READ12 October 2023The Big Mac on Cash Allocation: Time to Retire the CD Player*
With the federal funds rate at or near peak levels, we believe that cash is likely to start underperforming credit in the period ahead. We favor deploying some credit risk as an attractive alternative to a cash allocation.
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 | READ29 April 2024Macro Talking Points - Week of 29 April 2024
Global fixed income market analysis through a macroeconomic lens.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | READ4 April 2024Market Pulse
Leveraging the 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 market and asset class analysis, positioninig, and other perspectives from across MFS
Fixed Income Insight | READ24 April 2024MFS EMD Team Views on the Situation in the Middle East
Provides commentary on the current geopolitical environment in the Middle East and how the Team is positioning its portfolios.
Fixed Income Insight | Watch9 April 2024MFS Meridian® Funds – Global Opportunistic Bond Fund: Fund Strategy Snapshot | Transcript
Pilar Gómez-Bravo, CFA Co‐CIO of Fixed Income, outlines the philosophy of the MFS Meridian® Funds – Global Opportunistic Bond Fund and explains why investors should be considering the fund and why now is the right time.Fixed Income Insight | READ14 March 2024European High Yield: High Yield, High Expectations
Outlines why we believe European High Yield is an asset class that deserves to be on investors’ radar given its attractive valuation characteristics, fundamental strength, favorable technicals and long-term performance record.
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.
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.Fixed Income Insight | Watch9 June 2023Finding The Sweet Spot in Global Credit | Transcript
Discover why Global Credit can be a compelling asset class within the fixed income universe. MFS Co-CIO Fixed Income, Pilar Gomez-Bravo, shares her thoughts on credit markets, constructing risk, energy supply dynamics, and views on private credit.Fixed Income Insight | Watch16 May 2023Navigating ESG in Fixed Income | Transcript
MFS Co-CIO Fixed Income, Pilar Gomez-Bravo, discusses ESG integration in fixed income, with a focus on engaging with governments, investing in green bonds and avoiding greenwashing. -
Related Funds
- English
- Investment Professional
- 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 Cash Allocation: Time to Retire the CD Player*
With the federal funds rate at or near peak levels, we believe that cash is likely to start underperforming credit in the period ahead. We favor deploying some credit risk as an attractive alternative to a cash allocation.
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 29 April 2024
Global fixed income market analysis through a macroeconomic lens.
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse
Leveraging the 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
Fixed income market and asset class analysis, positioninig, and other perspectives from across MFS
MFS EMD Team Views on the Situation in the Middle East
Provides commentary on the current geopolitical environment in the Middle East and how the Team is positioning its portfolios.
MFS Meridian® Funds – Global Opportunistic Bond Fund: Fund Strategy Snapshot | Transcript
European High Yield: High Yield, High Expectations
Outlines why we believe European High Yield is an asset class that deserves to be on investors’ radar given its attractive valuation characteristics, fundamental strength, favorable technicals and long-term performance record.
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.