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USD 450 B+
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Fixed income assets managed firmwide
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Over 95 years in active fixed income investing
With a history of active fixed income investing that dates back nearly a century, first in Boston and now globally, we believe our deep research and unique perspectives can help elevate your investments and unlock value in today’s markets.
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 31 December 2023.
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.
USD 1 T+
Client assets managed
875+
Investment professionals
3,000+
Clients
60+
Client locations by country/region
All figures are for the Wellington Management Group of companies as at 31 December 2023.
Featured funds
DYNAMIC APPROACH GOING BEYOND INCOME GENERATION
Instead of focusing on yield alone, investors could consider a dynamic approach that is focused on optimising price return and total return across market cycles.
What's current in credit?
In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?
Unique Perspectives on Elections, Interest Rates, and more...
What does Trump's US election win mean for bond investors?
During the week of US election, Paul Skinner interviews Connor Fitzgerald, Fixed Income Portfolio Manager, on the market implications and his portfolio positioning following the presidential election results.
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.
What's current in credit?
In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?
Rate relief: Fed cuts half point, but says “economy is strong”
Our expert explains the Fed's bold rate cut and some key takeaways for investors.
Four investment perspectives amid a pivotal US election
How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.
Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty
We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.
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.
Capitalizing on rate shifts: Parsing opportunities in the second half
Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year
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.
Currency interventions — here to stay?
Fixed Income Analyst Caroline Casavant discusses what June's FOMC meeting tells us about the US Federal Reserve’s latest thinking on interest-rate cuts.
Chart in Focus: Compelling opportunities in four higher-yielding credit sectors
Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.
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Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees. Source: Wellington Management
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