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USD 450 B+
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Fixed income assets managed firmwide
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Over 95 years in active fixed income investing
Higher yields. Higher volatility. It’s a new world for fixed income. Is your portfolio ready for this new reality?
With a history of active fixed income investing that dates back nearly a century, first in Boston and now globally, we believe our deep research and unique perspectives can help elevate your investments and unlock value in today’s markets.
USD 450 B+
Fixed income assets managed firmwide
250+
Fixed income investment professionals
17
Average years' experience
All figures are for the Wellington Management Group of companies as at 31 December 2023.
USD 450 B+
Fixed income assets managed firmwide
250+
Fixed income investment professionals
17
Average years' experience
All figures are for the Wellington Management Group of companies as at 31 December 2023.
USD 1 T+
Client assets managed
900+
Investment professionals
2,250+
Clients
60+
Client locations by country/region
All figures are for the Wellington Management Group of companies as at 31 December 2023.
Featured funds
DYNAMIC APPROACH GOING BEYOND INCOME GENERATION
Instead of focusing on yield alone, investors could consider a dynamic approach that is focused on optimising price return and total return across market cycles.
Fund manager perspective
Possible dangers for investors against the backdrop of today’s environment are overpaying for income and underestimating price volatility.
Latest Fixed Income Insights
Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty
We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.
Time for credit selection to shine
Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.
Reframing fixed income portfolios: why bond maths makes the difference
It is easy to understand why fixed income investors tend to focus on yields. But investors who focus too much on yield may run the risk of overpaying for income and underestimating the impact of price volatility.
Currency interventions — here to stay?
Fixed Income Analyst Caroline Casavant discusses what June's FOMC meeting tells us about the US Federal Reserve’s latest thinking on interest-rate cuts.
Looking beyond yield: Rethinking the approach of fixed income investing
Investors face a new regime, challenging traditional assumptions about returns and volatility. With central bank interventions impacting credit markets, it’s time to rethink income allocations. Rather than fixating solely on yield, consider a dynamic approach, presented by Connor Fitzgerald.
New era demands a nimble approach to credit
Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.
Chart in Focus: Compelling opportunities in four higher-yielding credit sectors
Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.
Three ways to elevate your portfolio in 2024
As a new investment era takes shape, where should investors focus their attention in 2024? For multi-asset strategist Nick Samouilhan, three areas are top of mind: higher yields, the importance of stock selection and how to position for structural change.
Credit: Better opportunities to add risk on the horizon
ur experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.
Chart in Focus: Cash vs. bond returns in rate hiking cycles
Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Patrick Wattiau explore the relative potential benefits of bonds versus cash.
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Related Insights
Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees. Source: Wellington Management
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