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.
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
The Big Mac
The Big MacA Resilient Global Consumer Is a Support for Global Credit
June 26, 2025The 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.The Big MacUncertainty May Provide Opportunity
May 6, 2025Lead Strategist, Ross Cartwright provides an overview on the equity markets and what may lie ahead.
The Big MacWith Great Uncertainty Comes Great Opportunities
April 8, 2025This month we discuss how global fixed income may be looking at a new regime.
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Macro Talking Points
Macro Talking Points
Macro Talking PointsMacro Talking Points - Week of 19 May 2025
May 19, 2025Global fixed income market analysis through a macroeconomic lens.
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Fixed Income Insights
Fixed Income Insights
Fixed Income InsightMFS® Emerging Markets Debt Strategy - Quarterly Portfolio Update
May 1, 2025Katrina Uzun, Institutional Portfolio Manager, shares the team's thoughts on emerging markets and provides a quarterly update on the Emerging Markets Debt Strategy.Fixed Income InsightActive Fixed Income Pioneer
September 19, 2024As a fixed income pioneer, our solutions are backed by a century of active experience.Fixed Income InsightMFS® Active Fixed Income: Pursuing Consistent Through-Cycle Alpha
July 30, 2024MFS Co-CIO of Fixed Income, Alexander Mackey, shares attributes of our active fixed income capabilities and our assessment of the opportunities and risks for global fixed income investors.
The Big Mac
A Resilient Global Consumer Is a Support for Global Credit
Uncertainty May Provide Opportunity
Lead Strategist, Ross Cartwright provides an overview on the equity markets and what may lie ahead.
With Great Uncertainty Comes Great Opportunities
This month we discuss how global fixed income may be looking at a new regime.
Macro Talking Points
Macro Talking Points - Week of 19 May 2025
Global fixed income market analysis through a macroeconomic lens.