Rob Burn
CFA
Fixed Income Portfolio Manager
Boston

Insights By Rob Burn

Showing of Insights Posts
Mid Year Outlook Designs
Outlook Credit Volatility Inflation Bank liquidity Interest rates Fixed income Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Credit market outlook: Expect greater opportunities in back half of 2023

Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.

Continue reading

By

Rob Burn, CFA

event
Article
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
chapter-bond-market-768x450
Outlook Fixed income Inflation Interest rates Monetary policy Fiscal policy Economic cycle Americas Article No Optimizely
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Mid-year Bond Market Outlook

In this collection fixed income experts across our platform highlight risks and opportunities for discerning fixed income allocators looking ahead to the second half of 2023.

Continue reading

Multiple authors

event
Article
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Credit Volatility Asset allocation Fixed income Economic cycle Interest rates Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Rob Burn, CFA

event
Quick Take
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Fixed Income icons
Credit High yield EM debt Outlook Income Risk management Active management Portfolio strategy Economic cycle Fixed income Article No Optimizely
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Credit market outlook: Partly sunny with a chance of good value

In his 2023 credit market outlook, Fixed Income Portfolio Manager Rob Burn highlights some potentially attractive opportunities in the wake of this year's market sell-off.

Continue reading

By

Rob Burn, CFA

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Credit Investment grade Economic cycle High yield Portfolio strategy Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading

By

Rob Burn, CFA

event
Quick Take
2022-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Credit Economic cycle Interest rates Monetary policy Government bonds USA Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Credit investing against a slower-growth, higher-inflation backdrop
The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.
Continue reading

By

Rob Burn, CFA

event
Quick Take
2022-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Interest rates Equity Fixed income USA Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Credit and equity performance around Fed hiking cycles
One of the discussion topics du jour is how the credit and equity markets might react to the US Federal Reserve (Fed) interest-rate hikes that are widely anticipated in the coming months. As is often the case with me, I find it helpful here to refer to past hiking regimes and market performances as a sort of guidepost. The proof’s in the pudding To wit, I examined the historical returns of both US credit (for this purpose, proxied by corporate high-yield bonds) and US equities (represented by the S&P 500 Index) during the six months before the first rate increase of a Fed hiking cycle through the 12 months after said increase.
Continue reading

By

Rob Burn, CFA

event
Quick Take
2022-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
EM debt Macro and market Risk management Credit Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Fixed income: Turn to nontraditional sectors for greater return potential in 2022
As discussed in our 2022 credit sector outlook piece, Break with tradition in 2022, we see opportunities in a few nontraditional credit sectors that stand out to us as having a higher probability of generating excess returns in the months ahead.
Continue reading

By

Rob Burn, CFA

Campe Goodman, CFA

event
Quick Take
2022-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
668800361
Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Fixed Income Outlook
Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.
Continue reading

Multiple authors

event
Article
2022-11-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
9 LOAD {count} MORE

URL References

Related Insights

We seek to exceed the investment objectives and service expectations of our fund investors and their advisers worldwide

View More

© Copyright 2023 Wellington Management Europe GmbH. All rights reserved. WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Switzerland GmbH. Registered at the commercial register of the canton of Zurich with number CH-020.4.050.857-7
For professional investors and intermediaries only. This content is not suitable for a retail audience.

In Switzerland, the Fund offering documents can be obtained from the local Representative and Paying Agent, BNP Paribas Securities Services, Selnaustrasse 16, 8002 Zurich, Switzerland. The Prospectuses are available in English, French and Swiss French.

View More

we’d love your feedback!

Help us improve our website. For every short survey taken, we give 2 to the Wellington Management UK Foundation to support educational charities helping economically disadvantaged children in EMEA.