A trusted Fixed Income partner
1928
Managing fixed income since
USD 450 B+
Fixed income assets managed firmwide
250+
Fixed income investment professionals
17
Average years' experience
All figures are for the Wellington Management Group of companies as at 30 June 2024.
Featured insight
Bonds in Brief: Making Sense of the Macro — October issue
What's driving global bond markets and what are the investment implications? Read the October issue of "Bonds in Brief" for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within fixed income.
URL References
Related Insights
Featured funds
Fixed income funds aim to help meet a variety of objectives, including generating income, mitigating downside risk, diversifying a portfolio and enhancing returns. The funds below may help to achieve some of those objectives.
Global fixed income fund aiming to generate a financial return and measurable environmental or social impact.
Diversified global fixed income fund with a low excess-return correlation to bond and equity markets.
Fixed income fund investing primarily in Euro-denominated high-yield bonds, seeking investment opportunities in out-of-favour areas of the market.
All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment.
Fixed income overview
In this video, Investment Director Paul Skinner discusses how Wellington Management’s unique culture of collaboration, comprehensive cross-asset research, and global reach enable us to deliver robust, research-driven fixed income solutions tailored to meet diverse client needs.
Our fixed income funds combine both top-down and bottom-up inputs to identify and exploit fixed income market inefficiencies around the world. Macroeconomic analysts and market strategists identify top-down structural and cyclical risks and opportunities, while our bottom-up, fundamental research approach draws on insights from both fixed income and equity analysts. In our opinion, this balanced perspective, combined with access to the management teams from the companies in which we invest, can help us anticipate changes in issuers’ capital structures before these changes are priced into their securities.
Wellington Management’s fixed income investment professionals — comprising specialist portfolio managers, market strategists, sector experts and more than 60 credit and quantitative analysts — are based in the UK, the US and Hong Kong. Each portfolio management team is independent and empowered to make investment decisions for the fund it is responsible for. Our fixed income managers draw on Wellington Management’s global resources, which gives them access to diversified sources of return and may help to generate more consistent performance in different market environments.
We use advanced risk-management systems to help portfolio managers take only intended investment risks that have the potential to provide attractive returns for investors. These proprietary systems allow us to monitor concentrations of risk within investment styles and across the firm, while testing how investment positions might behave in challenging markets. We continue to refine these tools, ensuring their relevance amid ever-changing market conditions and ongoing innovation in new security types.
Fixed income outlook
2023 Bond Market Outlook
Our 2023 Bond Market Outlook content suite is now available — providing timely, actionable investment insights from several of our fixed income portfolio managers and strategists.
URL References
Related Insights
Fixed Income Insights
Fed stays its course while acknowledging brewing winds of change
Our expert examines the underlying data which drove the Fed to stay its rate-cutting course.
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.
Bonds in Brief: Making Sense of the Macro — October issue
What's driving global bond markets and what are the investment implications? Read the October issue of "Bonds in Brief" for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within fixed income.
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.
Impact measurement and management: addressing key challenges
Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
Time to capitalise on the evolving role of bonds?
We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.
Private placements: A primer for corporate DB plans preparing to derisk
With many corporate DB plans exploring derisking opportunities, Portfolio Manager Elisabeth Perenick and Multi-Asset Strategist Amy Trainor discuss the potential role that private investment-grade credit, or private placements, could play and consider common questions about liquidity and allocation sizing.
Bonds in brief: making sense of the macro - January issue
What's driving global bond markets and what are the investment implications? Read January's "Bonds in brief" for Wellington Investment Director Marco Giordano's monthly assessment.
Monthly Market Snapshot — March 2023
A monthly update on equity, fixed income, currency, and commodity markets.
Monthly Market Snapshot — February 2023
A monthly update on equity, fixed income, currency, and commodity markets.
URL References
Related Insights
Subscribe now to receive our monthly newsletter and stay abreast of the latest trends, brought to you directly from our investment experts.
Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management
Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.
