Pooja Daftary, MFS Research Analyst & Michael Cantara, Global Head of Relationship Management
Using the palm oil industry for illustration, MFS ESG research analyst, Pooja Daftary explains how our ESG (Environmental, Social and Governance) integration helps us understand the sustainability of a supply chain in order to develop our investment view.
Pilar Gomez-Bravo, Director of Fixed Income – Europe & Owen Murfin, Institutional Fixed Income Portfolio Manager
The search for yield while also managing potential drawdown risk is increasingly challenging investors in a world of burgeoning negative-yielding debt – now almost 30% of the global bond market – and declining interest rates. Join Pilar Gomez-Bravo and Owen Murfin in a webcast to hear their views on how to invest in fixed income portfolios in this context – and the broader implications for mandates and asset owners.
Inflation risk is a key driver of central banks' policies and sovereign bond prices. In recent months, pork prices have risen by almost 50% as African swine flu spreads across the globe. There is no cure and a vaccine is likely still years away.
Rob Almeida explains why this matters and describes the potential impact on the restaurant sector. He also highlights the four things that matter for asset prices over the long term.
Subscribe to stay up-to-date with our webinars, videos & insights
For more than 90 years, MFS has actively managed investments – around the globe, across asset classes and through a myriad of economic and market environments. While the opportunities and challenges have changed, we have kept our long-term perspective and cultivated our robust investment platform. Founded on integrated research, fortified by collaborative thinking and supported by active risk management, our investment platform drives information flow and effective decision-making. This is how we turn information into an analysis advantage, maintain our conviction and allow enough time for our insights to help create the long-term value that drives better outcomes for clients.