menu
search
Skip to main content
search

Search to find the correct information:
search
Search

Capital preservation

Showing of Insights Posts
591212037
Growth Total return iStrat Equity Fixed income Multi-asset Alternatives Diversification Income Capital preservation Strategic allocation Outlook iStrat program Article Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why income-seeking investors need to look across asset classes

Income plays an even more crucial role in portfolios than many of us realise, contributing a significant portion of returns for multi-asset portfolios. But with cash rates at around 5%, the world of income has changed. This should prompt investors to take a fresh look across asset classes to see where opportunities lie. 

Continue reading

Multiple authors

event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Economic cycle Investment grade Credit Multi-Sector Credit Fixed income Americas Market commentary Macro Capital preservation Fixed income program Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Securitized debt: Strategies for navigating emerging cracks in consumers’ financial health

Our expert highlights reasons for deteriorating consumer financial health and explores strategies for mitigating risk in securitized asset-backed securities.

Continue reading

By

Kyra Fecteau, CFA

event
Quick Take
2024-11-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
mitigating-drawdowns-with-listed-infrastucture-1306694638-1500x410
Volatility Utilities Capital preservation Equity Energy Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mitigating drawdowns with listed infrastructure
As markets enter a potentially more volatile phase, Tom Levering and Ken Baumgartner explore whether targeted exposure to listed infrastructure could help mitigate drawdowns.
Continue reading

By

Ken Baumgartner, CFA

Tom Levering

event
Article
2023-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
3 LOAD {count} MORE

URL References

Related Insights

© Copyright 2024 Wellington Management International Ltd. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management International Limited. Registered in England and Wales 04283513. Registered office: Cardinal Place, 80 Victoria Street, London SW1E 5JL, United Kingdom. Authorised and regulated by the Financial Conduct Authority of the United Kingdom.

For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More

we’d love your feedback!

Help us improve our website. For every short survey taken, we give 2 to the Wellington Management UK Foundation to support educational charities helping economically disadvantaged children in EMEA.