Pilar Gomez-Bravo
Co-CIO for Fixed Income, MFS Investment Management
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 10
$85.04
-0.2%
Fixed income offers amazing opportunities right now because yields are higher than earnings in the S&P 500. Upcoming central bank actions, including the BOJ, will create active opportunities for fixed income investors.
Macro
Long
Mar 16
$27.91
+0.5%
Underweight dollar was a very big positioning... that's one of the first things that we did when the war broke out, is to cover the underweight. The combination of a global energy shock, delayed Federal Reserve rate cuts, and geopolitical instability creates a perfect storm for the US Dollar. As other regions suffer more acutely from the energy crisis, capital will flow to the safety and higher relative yield of the USD. LONG because the dollar acts as the ultimate safe-haven asset while simultaneously benefiting from a higher-for-longer US interest rate environment. Coordinated central bank interventions to prop up local currencies could temporarily halt the dollar's momentum.
Underweight dollar was a very big positioning... that's one of the first things that we did when the war broke out, is to cover the underweight. The combination of a global energy shock, delayed Federal Reserve rate cuts, and geopolitical instability creates a perfect storm for the US Dollar. As other regions suffer more acutely from the energy crisis, capital will flow to the safety and higher relative yield of the USD. LONG because the dollar acts as the ultimate safe-haven asset while simultaneously benefiting from a higher-for-longer US interest rate environment. Coordinated central bank interventions to prop up local currencies could temporarily halt the dollar's momentum.
Macro
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Pilar Gomez-Bravo has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: TLT, DXY, UKGILT.