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USD 431 B
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Fixed income assets managed firmwide
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Switzerland, Institutional
Change-
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261
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Fixed income investment professionals
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17
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Average years' experience
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All figures are for the Wellington Management Group of companies as at 31 December 2022
Fixed income overview
Our fixed income capabilities span all publicly traded global bond market sectors. Our fixed income funds combine both top-down and bottom-up inputs to identify and exploit fixed income market inefficiencies around the world. Macroeconomic analysts and market strategists identify top-down structural and cyclical risks and opportunities, while our bottom-up, fundamental research approach draws on insights from both fixed income and equity analysts. This balanced perspective, combined with access to the management teams from the companies in which we invest, can help us anticipate changes in issuers’ capital structures before these changes are priced into their securities.
Fixed income funds can help meet a variety of objectives, including generating income, mitigating downside risk, diversifying a portfolio and enhancing returns. We offer funds that pursue each of these objectives.
All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment.
Specialised expertise across sectors and regions
Wellington Management’s fixed income investment professionals — specialist portfolio managers, market strategists, sector experts, and more than 60 credit and quantitative analysts — are based in the UK, the US, and Hong Kong. Each portfolio management team is independent and empowered to make investment decisions for the strategies it oversees. Our fixed income managers draw on Wellington’s global resources to access varied sources of return as they seek to generate more consistent performance across varied market environments.
Featured video: Wellington’s bond portfolios are informed by expert perspectives across regions and asset classes. Hear Fixed Income team members explain why they leverage research insights spanning equities, credit, ESG, and more.
Depth, experience and continuity
Our private partnership structure helps us to attract and retain world-class investment talent and allows us to align their performance incentives with the achievement of our fund investors’ objectives. This has contributed to the depth, experience and continuity of our fixed income investment professionals. Our dedicated fixed income professionals include:
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19
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Quantitative analysts
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68
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Portfolio managers
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46
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Credit analysts
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6
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Strategists
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48
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Traders
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All figures are for the Wellington Management Group of companies as at 31 December 2022
Our investment professionals have exceptional access to company management teams, taking part in more than 10,000 meetings with issuers each year. Our credit analysts collaborate with our in-house equity analysts and with our dedicated environmental, social and corporate governance (ESG) research team, which provides proprietary sector, country and individual issuer assessments. We believe this integration of equity, credit and ESG research generates robust analysis with differentiated insights for our portfolio managers. Our balanced, multidisciplinary perspective can help us anticipate changes in issuers’ capital structures before these changes are priced into their securities.
Sophisticated tools for risk management and portfolio construction
We use advanced risk-management systems to help portfolio managers take only intended investment risks that have the potential to provide attractive returns for investors. These proprietary systems allow us to monitor concentrations of risk within investment styles and across the firm, while testing how investment positions might behave in challenging markets. We continue to refine these tools, ensuring their relevance amid ever-changing market conditions and continued innovation in new security types.
Explore our fixed income funds
Insights
Showing
of
Insights Posts
Should insurers incorporate additional flexibility within their core credit allocation?
ALM and Regulatory Capital Strategist Francisco Sebastian assesses how insurers can capture tactical credit opportunities without meaningfully impacting risk levels.
Article
2024-03-31
Monthly Market Snapshot — February 2023
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2023-05-15
Deep and diverse: Welcome to today’s Asia credit market
Two of our Singapore-based experts on Asia credit discuss the market's key features, along with how it's evolved and is likely to continue doing so.
Whitepaper
2024-03-31
What does the new macro regime mean for investors?
In this Q&A with two senior market practitioners we explore what the new macro regime means for investors and what to expect next.
Article
2024-03-31
New BOJ governor: Dove, hawk… or owl?
Investment Director Masahiko Loo and Client Portfolio Manager Jitu Naidu discuss potential implications of the upcoming “changing of the guard” at the BOJ.
Quick Take
2024-03-31
Fixed income 2023: Ripe for a reversal
Three of our fixed income investment professionals discuss the potentially compelling opportunity set to be found in today's global bond markets.
Whitepaper
2024-03-31
Sector rotation opportunities for nimble credit investors
Following a credit market rally, Fixed Income Portfolio Manager Rob Burn still sees value in higher-yielding sectors but believes investors should stay nimble.
Quick Take
2024-02-29
Monthly Market Snapshot — January 2023
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2023-05-15
2023 Macro and rates outlook: Goodbye easy money, hello regime change
Macro Strategist John Butler highlights the impact of macroeconomic "regime change" on global inflation and interest rates, with potential implications for investors.
Article
2023-12-31
The shifting equity/bond correlation: Implications for portfolio construction
Multi-Asset Strategist Nick Samouilhan looks at what's driving the change in the all-important equity/bond relationship and what can be done about it.
Continue reading
Quick Take
2023-09-30
Net Zero Asset Managers initiative
By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.
Continue reading
Video
2022-06-30
URL References
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Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management
Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.
