Managing fixed income since
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A trusted Fixed Income partner
Managing fixed income since
USD 425 B+
Fixed income assets managed firmwide
Fixed income investment professionals
Average years' experience
Fixed income funds aim to help meet a variety of objectives, including generating income, mitigating downside risk, diversifying a portfolio and enhancing returns. The funds below may help to achieve some of those 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.
Fixed income overview
Our structure at Wellington Management — we do not have a chief investment officer — fosters collaboration and cross-pollination of ideas and enables each specialist team to makes its own decisions when managing funds. We believe this independence can help generate more consistent performance across market environments by diversifying return sources.
In this video, Investment Directors Amar Reganti, Tobias Ripka and Tanya Sanwal explain how Wellington's distinct culture of collaboration, cross-asset research and global presence can help us manage robust research-driven fixed income solutions for various clients’ needs.
FIXED INCOME MARKET OUTLOOK
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.
Fixed Income Insights
The “cleanest dirty shirt” now has too many stains
Fixed Income Portfolio Manager posits that US fiscal profligacy will change the game for asset allocators.
Why cash won’t cut it for long: the case for bonds
Current elevated cash yields are certainly tempting, but our Investment Strategy team's research suggests that holding cash at this point in the cycle could create a return drag relative to fixed income.
Monthly Market Snapshot — August 2023
A monthly update on equity, fixed income, currency, and commodity markets.
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.
Why impact bonds make financial sense
We explore how impact bond investments can help deliver the dual benefits of attractive fixed income returns and material, additional and measurable impact.
State of the credit markets: Does cash rule everything around us?
Fixed Income Portfolio Manager Brij Khurana outlines the state of the credit market today, compares historical periods of quantitative easing, and warns credit investors of cash scarcity in the near future.
Time for a new playbook on bonds
Is it time to add to fixed income allocations? Multi-Asset Strategist Adam Berger and Fixed Income Strategist Amar Reganti offer their views, as well as thoughts on specific areas of opportunity.
The allocator’s landscape: Three areas of attention for 2023
Natasha Brook-Walters, Co-Head of Investment Strategy, discusses downside mitigation given the shifting equity/bond correlation, the impact of cyclical and macro volatility, and opportunities to position for long-term change.
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.