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Total return

Showing 10 of 12 Insights Posts
1354870177
Active management Total return Fixed income Wealth Program Credit Total Return Article
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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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By

Connor Fitzgerald, CFA

event April 2025
6 min
Article
2026-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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USA Total return Credit Wealth Program Fixed income Wealth Volatility Article
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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.

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By

Connor Fitzgerald, CFA

event February 2025
5 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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What's current in credit Government bonds Asset allocation Content CoE Program Global Program Total return Fixed income Article
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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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By

Connor Fitzgerald, CFA

Schuyler Reece, CFA

event February 2025
3 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Total return Fixed income Credit Wealth Program USA Article Industrials
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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.

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By

Connor Fitzgerald, CFA

event November 2024
6 min
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Income Total return Credit Fixed income Active management Client objective Article
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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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By

Connor Fitzgerald, CFA

event June 2024
5 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Active management Total return Global Industry Research Equity Firm Video
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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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By

Saul Rubin

event June 2024
4 min
Video
2025-06-30
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Active management Total return Credit Income Fixed income Article
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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.

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By

Connor Fitzgerald, CFA

event May 2024
5 min
Article
2025-05-31
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1370499454
Multi-Sector Credit Fixed income Macro Global Credit Plus Credit Total return Fiscal policy Government bonds Investment grade Fixed income program Americas Article
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Too much focus on Fed, not enough on fiscal

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

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By

Connor Fitzgerald, CFA

event February 2024
Article
2025-02-07
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Income Total return Credit Fixed income Macro and market Fixed income program 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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By

Andrew Bayerl, CFA

Alyssa Irving

event February 2024
Quick Take
2025-02-28
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High yield Total return Income Global High Yield Euro High Yield Fixed income Economic cycle Outlook Fixed income program Quick Take
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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.

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By

Michael Barry

Konstantin Leidman, CFA

event December 2023
Quick Take
2024-12-22
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