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Relative Return: Where MFS is seeing bond opportunities

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Manage episode 428313004 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Management, to discuss opportunities in bonds amid potential rate cuts. Listen as they discuss:

  • The impact of upcoming rate cuts.
  • How the market environment compares to the global financial crisis.
  • Where he is seeing bond opportunities.
  • The merits of active management in fixed income.
  • Public v private debt.
  continue reading

247 episodes

Artwork
iconShare
 
Manage episode 428313004 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Management, to discuss opportunities in bonds amid potential rate cuts. Listen as they discuss:

  • The impact of upcoming rate cuts.
  • How the market environment compares to the global financial crisis.
  • Where he is seeing bond opportunities.
  • The merits of active management in fixed income.
  • Public v private debt.
  continue reading

247 episodes

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