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Mid Year Outlook Designs 4_sd_v2
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Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

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2025-06-30
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Mid Year Outlook Designs 4_sd_v2
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Capitalizing on rate shifts: Parsing opportunities in the second half

Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year

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7 min
Article
2025-06-30
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June FOMC meeting: May disinflation is welcome, but is not enough for a rate cut

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.

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3 min
Article
2025-06-30
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Mid Year Outlook Designs 4_sd_v2
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Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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4 min
Article
2025-06-30
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1359344663
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bonds in brief: making sense of the macro — April issue

What's driving global bond markets and what are the investment implications? Read the April issue of "Bonds in brief" for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.

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4 min
Article
2025-05-31
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FOMC: Stable policy amid market volatility

The Fed is holding steady amid market turmoil. See our quick notes on the FOMC's March policy statement, forecasts, and the Fed chair's press conference. 

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Quick Take
2025-03-31
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1359344663
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Agency MBS key questions for 2024

Is there room for mortgage spreads to tighten further? Brian Conroy and Joseph Marvan examine this and seven other questions that will be significant for the agency MBS market in 2024.

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Quick Take
2025-03-31
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5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

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Whitepaper
2025-02-28
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Too much focus on Fed, not enough on fiscal

Current US fiscal and monetary policy stances argue for risk taking in fixed income.

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Article
2025-02-07
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Fed’s projections yielded mixed results this year — what’s in store for 2024?

Our Fed watcher opines on 2023 policy and looks ahead to 2024.

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Quick Take
2024-03-31
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Mid Year Outlook Designs
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Macro implications of the AI revolution: is the market right?

Macro Strategist John Butler sets out an initial framework to help answer key questions about the potential macro impact of artificial intelligence.

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Article
2024-11-30
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Securitized debt: Strategies for navigating emerging cracks in consumers’ financial health

Our expert highlights reasons for deteriorating consumer financial health and explores strategies for mitigating risk in securitized asset-backed securities.

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Quick Take
2024-11-15
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What if US wealth inequality reverses?

Our experts examine the role of wealth inequality in the US economy and the potential investment implications of a reversal in that dynamic.

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Article
2024-09-30
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Fed not yet willing to declare victory on inflation

We think the Fed is done raising rates for this cycle, despite the likelihood that they are being overly optimistic about inflation. Read to find out why.

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Quick Take
2024-03-31
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Why cash won’t cut it for long: The case for bonds

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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Quick Take
2024-08-31
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How to interpret the Bank of Japan’s latest policy shift

We analyse the wide-ranging investment implications of the Bank of Japan's latest policy shift.

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Quick Take
2024-08-31
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More green shoots: Tracking trends in sustainable debt issuance

While growth in the sustainable debt market has been uneven, certain pockets offer substantial opportunities. Two of our fixed income investment professionals weigh in.

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Quick Take
2024-06-30
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How do bond investors approach the new volatile regime? 

Wellington fixed income experts provide an analysis on how to navigate short-term volatility and reposition portfolios for the structural changes occurring in fixed income markets. Watch the replay here. 

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Event replay
2024-05-31
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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.

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Whitepaper
2024-03-31
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European credit: seeking to make the most of the new market regime

Fixed Income Portfolio Manager Derek Hynes and Investment Specialist Jillian Rooney assess why the new market regime is creating potentially compelling opportunities in the European credit market.

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Article
2024-02-29
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Spread the risk: Our top three fixed income diversifiers for 2023

Fixed Income Strategist Amar Reganti highlights three types of strategies that may be well positioned to provide fixed income portfolio diversification going forward.

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Quick Take
2024-01-31
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Can US bank loans “carry” investors through 2023?

Fixed Income Portfolios managers Jeffrey Heuer, CFA and David Marshak and Investment Director Nick Leichtman describe what they see as the most prudent approach to the bank loans asset class in 2023 and why.

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Quick Take
2024-01-31
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Take credit: Our five best credit market ideas for 2023

Fixed Income Strategist Amar Reganti highlights credit market opportunities that he expects to arise over the course of 2023, against a backdrop of slowing growth.

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Quick Take
2024-01-31
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Hidden in plain sight: Overlooked opportunities in investment-grade credit 

Fixed Income Strategist Amar Reganti and Investment Specialist Geoff Austein-Miller highlight some relatively simple, straightforward ways to implement a positive view on high-quality corporate credit. 

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Quick Take
2023-12-31
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Fixed income: Relative value opportunities amid growth slowdown
In the face of this year's fixed income market turmoil, Fixed Income Portfolio Manager Rob Burn sees attractive opportunities for investors with longer-term time horizons.
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Quick Take
2022-10-31
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