Assessing the Role of Your Fixed Income

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  • 00 mins 38 secs
Institutional Portfolio Manager Owen Murfin discusses how investors can assess whether fixed income continues to play a traditional role in their portfolios, particularly in volatile markets.
Channel: MFS Investment Management
Asset Class: People:
Topics: , , ,

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As a member of the fixed income division, a key question, I think, for clients is do their fixed income portfolios do what they want them to do, particularly in distressed markets? There's been a huge amount re-risking in fixed income, and I think a key question our clients should be asking themselves, can the current fixed income allocation play the role that traditional fixed income has done in the past? Can it be uncorrelated to equities? Can it be a hedge against deflation? If the answer is to these questions are no, then they really need to re-think how they're taking risks in fixed income. 

The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice from the Advisor.



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