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USD 537 B
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Fixed income assets managed firmwide
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- Insights
- Capabilities
- Funds
- Sustainability
- About Us
- My Account
Portugal, Institutional
Change-
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257
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Fixed income investment professionals
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18
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Average years' experience
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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 50 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:
All figures as of 31 December 2021
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14
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Quantitative analysts
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151
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Portfolio managers
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39
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Credit analysts
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6
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Strategists
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64
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Traders
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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
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Insights Posts
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
Fed rate hikes: A tailwind for bonds?
Global Investment Strategist Nanette Abuhoff Jacobson believes higher-quality, longer-duration bonds may prove resilient even if the Fed keeps raising short-term rates into 2023.
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Quick Take
2022-10-31
Impact investing: Increasing needs, broadening opportunities
Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.
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Quick Take
2022-12-31
Mid-2022 Alternative Investments Outlook
As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.
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Article
2023-08-31
Global Impact Annual Report — Executive Summary
As a preview to our full annual report, we share a few key highlights from our impact platform in 2021.
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Quick take
2023-07-31
Closing the return gap: A new set of “stepping stone” ideas
Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.
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White paper
2023-06-30
Sustainable fixed income investing comes of age
ESG integration and sustainable investing have gained considerable traction in global fixed income markets. Investment Directors Anand Dharan and Meredith Joly and Fixed Income Trader Keenan Choy discuss this ongoing trend and some of its key implications for asset allocators.
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Article
2023-06-30
Reflation or stagflation? Assessing the investment outlook for 2022
Are investors right to fear a return of stagflation? What areas of portfolios may need repositioning? And how do they think about inflation and climate risk?
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Replay
2022-12-31
Impact investing in practice: supporting the shift to alternative energy
In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.
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Article
2022-12-31
Five investment essentials for a post-pandemic world
As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.
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Article
2022-11-30
The what, where and how of impact investing
Portfolio Managers Campe Goodman and Tara Stilwell answer essential questions on impact investing, from where to find opportunities to what it means for financial returns.
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Article
2022-10-15
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