Uncertainty May Provide Opportunity

 

Find out how MFS' Co-CIO of Fixed Income, Pilar Gómez-Bravo, thinks about tariff uncertainty in a portfolio context as well as her thoughts on:
-   managing risks during a volatile environment
-   diversifying alpha through a mix of fixed income
-   positioning portfolios to make the most of opportunities

Recorded on May 28, 2025

Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?