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1354870177
Article
6 min
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Credit: the power of flexibility in an uncertain world

Uncertainty in credit markets can create opportunities for investors, provided allocations are flexible enough to benefit. But how can investors balance flexibility with discipline?

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6 min
Article
2026-04-30
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Article
5 min
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Time for credit selection to shine

Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.

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5 min
Article
2026-02-28
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Article
3 min
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Turning tides for US Treasuries

Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.

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3 min
Article
2026-02-28
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Article
6 min
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Are bond investors ready for a US industrial revolution?

Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.

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6 min
Article
2025-10-31
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Video
5 min
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What's current in credit?

In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?

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5 min
Video
2025-10-31
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1300497464
Video
4 min
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Looking beyond yield: rethinking your fixed income approach

In today's new market regime, any small changes in central bank policies could have outsized impacts on fixed income markets. Portfolio manager Connor Fitzgerald highlights how a dynamic, total return approach can navigate markets by focusing on optimising price return and capital preservation across market cycles.

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4 min
Video
2025-06-30
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Article
5 min
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Reframing fixed income portfolios: why bond maths makes the difference

It is easy to understand why fixed income investors tend to focus on yields. But investors who focus too much on yield may run the risk of overpaying for income and underestimating the impact of price volatility.

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5 min
Article
2025-06-30
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4 min
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Behind the research with Saul Rubin

Veteran investor Saul Rubin shares a recent example of collaborative active management that reflects Wellington's deep understanding of the global automotive industry and commitment to increasing client value.

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4 min
Video
2025-06-30
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Article
5 min
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Looking beyond yield: Rethinking the approach of fixed income investing

Investors face a new regime, challenging traditional assumptions about returns and volatility. With central bank interventions impacting credit markets, it’s time to rethink income allocations. Rather than fixating solely on yield, consider a dynamic approach, presented by Connor Fitzgerald.

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5 min
Article
2025-05-31
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Quick Take
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CLOs: 4 hot topics

Bank demand, net supply, the cycle for broadly syndicated loans, and loan fundamentals will be front and center for CLO investors in 2024.

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Quick Take
2025-02-28
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Quick Take
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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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