Relative Return: Where MFS is seeing bond opportunities
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 versus private debt.
Disclaimer:
The views expressed in this podcast are those of the speaker, and are subject to change at any time. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product.
Founded in 1924, MFS is a global investment manager with capabilities spanning all major asset classes, serving institut...
Recommended for you
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford break down the flurry of activity and announcements since the calendar ticked over to FY26, from ASIC action to super fund results.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to explore the major global and domestic forces shaping investment markets in 2025, from ongoing geopolitical tensions and the NATO summit to US President Donald Trump’s trade policy and the One Big Beautiful Bill.
In this week’s episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the show to unpack the economic and market implications of rising tensions between Israel and Iran.
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy week of announcements from ASIC, with submissions to its public and private markets paper made (mostly) public.
