United States, Intermediary

Changechevron_right
menu
search
Skip to main content
search

Total return

Showing 10 of 12 Insights Posts
1354870177
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading
event April 2025
6 min
Article
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
galaxy-hero-banner-insight-1200x600
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event February 2025
5 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
157419721
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Turning tides for US Treasuries

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

Continue reading
event February 2025
3 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
oil refinery plant
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event November 2024
6 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
space-view-10190798
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event June 2024
5 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
95620-hero-image-saul-ruben-1536-x-900
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event June 2024
4 min
Video
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
98374-apb-advertorial
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event May 2024
5 min
Article
2025-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1370499454
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Too much focus on Fed, not enough on fiscal

Current US fiscal and monetary policy stances argue for risk taking in fixed income.

Continue reading
event February 2024
Article
2025-02-07
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event February 2024
Quick Take
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event December 2023
Quick Take
2024-12-22
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.