USD 467 B
Fixed income assets managed firmwide
- About Us
- My Account
Fixed income assets managed firmwide
Fixed income investment professionals
Average years' experience
Our fixed income portfolio management capabilities span all publicly traded sectors. We seek to combine 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 draws on insights from fixed income, equity, commodity and currency analysts. This broad and deep perspective, along with access to company management teams, can help us anticipate changes in issuers’ capital structures before they are priced into securities.
Fixed income investments have the potential to generate income, mitigate downside risk, diversify a portfolio, and/or enhance returns. We offer approaches that target all of these objectives.
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.
Our private partnership structure helps us to attract and retain world-class investment talent and allows us to align performance incentives for our professionals with the achievement of client objectives. This has contributed to the depth, experience, and continuity of our fixed income investors.
Our experienced team of over 200 dedicated fixed income professionals includes portfolio managers, credit, currency, and quantitative analysts, traders, and strategists.
Each specialist team makes its own decisions for client portfolios. We believe this independence can help generate more consistent performance across market environments by diversifying return sources.
Our fixed income strategies benefit from being part of an integrated investment platform that spans all major asset classes and draws on Wellington’s multi-disciplinary research capabilities.
Our specialized fixed income professionals develop insights on every major sector and region — and they are incented to share those insights across the firm.
Proprietary quantitative tools for building portfolios, managing risks, and assessing liquidity support alignment with client objectives.
Allows portfolio managers to monitor exposures by country, currency, sector, credit quality, and duration range, in real time, in both absolute and benchmark-relative terms.
Creates point-in-time estimates of a portfolio’s liquidity in all market conditions.
Provides a comprehensive array of risk statistics at portfolio, sector, and individual security levels, including what-if scenarios.
Running the full gamut of the world’s fixed income opportunities, our solutions are designed to meet the varied objectives of our clients across geographic, duration, and credit-risk dimensions.
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.
High-yield bonds in 2023: Fortune favours the patient
Amid ongoing dislocation in the high-yield market, Fixed Income Portfolio Manager Konstantin Leidman sees opportunities for investors to take advantage of potentially attractive valuations.
2023 Bond Market Outlook
Our 2023 Bond Market Outlook content suite is now available — providing timely, actionable investment insights from several of our fixed income portfolio managers and strategists.
Diversifying styles to survive today’s bond market
In a challenging year for fixed income markets, members of our Fundamental Factor team highlight a bright spot: the momentum factor in global government bond and corporate credit markets.
Three tailwinds that could power CLO equity in 2023 and beyond
Three members of our fixed income team argue that the headwinds currently facing CLO equity should give way to improved returns in 2023 and beyond.
Inflation, rates, and volatility: The best defense is a good offense
Insurance Strategist Tim Antonelli shares his latest multi-asset views for insurers, including the need to balance defensive portfolio strategies with continued income and return generation.
In a new era for interest rates, can hedge funds fill the role of fixed income?
Hedge funds could be valuable building blocks for a fixed income substitute portfolio, but how should the portfolio be constructed? Members of our Fundamental Factor Team share their views.
Financial Market Review: Third quarter 2022
Emerging markets debt outlook: A glass half full or half empty?
Against a still-challenging global backdrop for emerging markets, Macro Strategist Gillian Edgeworth highlights opportunities created by extreme credit spread dispersion across individual countries.
Bank of Japan policy shift: Waiting for the other shoe to drop?
Client Portfolio Manager Jitu Naidu and Investment Director Masahiko Loo share their take on the consensus view that Japan has reached several key inflection points.
2023 Macro and rates outlook: Goodbye easy money, hello regime change
Macro Strategist John Butler and Fixed Income Strategist Amar Reganti highlight the impact of macroeconomic "regime change" on global inflation and interest rates, with potential implications for investors.