United States, Intermediary
Change
Showing
of
Insights Posts
Article
6 min
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?
6 min
Article
2026-04-30
Article
5 min
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.
5 min
Article
2026-02-28
Article
3 min
Turning tides for US Treasuries
Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.
3 min
Article
2026-02-28
Article
6 min
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.
6 min
Article
2025-11-30
Article
5 min
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.
5 min
Article
2025-06-30
Video
4 min
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.
By
4 min
Video
2025-06-30
Article
5 min
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.
5 min
Article
2025-05-31
Article
Too much focus on Fed, not enough on fiscal
Current US fiscal and monetary policy stances argue for risk taking in fixed income.
Article
2025-02-07
Quick Take
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.
Quick Take
2025-02-28
Quick Take
Global high-yield outlook: Near term, defensive but longer term, solid
High-yield portfolio managers Mike Barry and Konstantin Leidman discuss their 2024 outlook and the merits of a near-term defensive stance with an eye on longer-term opportunities.
Quick Take
2024-12-22
Quick Take
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.
Quick Take
2023-12-31
URL References
Related Insights