- Investment Director
Switzerland, Institutional
ChangeThe views expressed are those of the speaker at the time of filming. Other teams may hold different views and make differentinvestment decisions. The value of your investment may become worth more or less than at the time of original investment.While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, oraccredited investors only.
Investment Director Marco Giordano explains why he believes the new economic era is creating a wide range of opportunities for research-driven bond strategies to offer investors stable income combined with downside protection and diversification.
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Fed delivers rate cut, but hawkish 2025 guidance sends yields up
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3
min
Article
2025-06-30
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FRESH THINKING
FOR A NEW ECONOMIC ERA
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of
Insights Posts
Fed delivers rate cut, but hawkish 2025 guidance sends yields up
Fixed Income Analyst Caroline Casavant examines the outcome of the December 18 Federal Open Market Committee meeting and the implications for rates, inflation, and real growth.
3
min
Article
2025-06-30
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
4
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2025-12-31
Bond Market Outlook
Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.
2025-12-31
Going their separate ways: Capitalizing on bond divergence
Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.
7
min
Article
2025-12-31
Securitized credit: Opportunity amid tight corporate spreads?
Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.
5
min
Article
2025-12-31
Scaling opportunities in a new economic era
Explore our latest views on risks and opportunities across the global capital markets.
Article
2025-12-31
Bonds in Brief: Making Sense of the Macro — November issue
What's driving global bond markets and what are the investment implications? Read the November issue of "Bonds in Brief" for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.
4
min
Article
2025-12-31
The credit cycle has been extended — but what’s next?
Credit experts Derek Hynes, Joe Ramos and Will Prentis discuss why they believe the current credit cycle still has legs and explore likely implications for credit portfolios in 2025.
5
min
Article
2025-12-31
High-yield credit investing: it’s a marathon, not a sprint
Fixed Income Portfolio Manager Konstantin Leidman explains his focus on the high-quality companies likely to outperform over the long term and why he is wary of the hype surrounding potentially bubble-inducing developments like generative AI.
5
min
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2026-01-01
What's current in credit: November 2024
Connor Fitzgerald explores the impact of President Trump’s US election victory on credit markets. Where are the opportunities and risks for credit investors now?
4
min
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2025-12-31
Navigating uncertain policy shifts
Macro Strategist Juhi Dhawan explains why investors should prepare for heightened volatility in 2025, due to significant policy changes under President-elect Trump that will impact inflation, trade, and economic growth.
8
min
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2025-11-30
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