Opportunistic Fixed Income

Showing of Insights Posts
1153764271
Fixed income Monetary policy Yielding insights Content CoE Program Global Program Market commentary Americas Opportunistic Fixed Income Interest rates Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The real issue on rate cuts? Keep your eyes on the dot (plot)

Keep your eyes on the Fed's 2025 dot plot. The real story is where policy rates are headed, not just the next rate cut.

Continue reading

By

Brij Khurana

event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
multi-family-housing-neoclassical-masonic
Fixed income Investment grade Real estate Institutional Program Global Credit Plus Opportunistic Fixed Income Credit Article Economic cycle Sustainability
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Office to multifamily conversions: Implications for CMBS investors

Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.

Continue reading

Multiple authors

event
5 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Outlook Fixed income Geopolitical Income Global High Yield Global Impact Bond Euro High Yield Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Credit EM debt Government bonds High yield Investment grade
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

Multiple authors

event
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1352271307
Active management Currency Fixed income Macro and market Euro High Yield Global Credit Plus Global High Yield Global Impact Multi-Sector Credit Opportunistic Fixed Income Corporate cash Defined contribution (DC) Distribution Private pension (DB) Public pension (DB) Sovereigns Subadvisory Union (Taft Hartley) Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Currency interventions — here to stay?

Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.

Continue reading

By

Marco Giordano

Danielle Wei

event
4 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Fixed income Interest rates Investment grade Opportunistic Fixed Income Global Credit Plus Multi-Sector Credit High yield Credit Americas Economic cycle Fixed income program Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Agency MBS key questions for 2024

Is there room for mortgage spreads to tighten further? Brian Conroy and Joseph Marvan examine this and seven other questions that will be significant for the agency MBS market in 2024.

Continue reading

By

Brian Conroy, CFA

Joseph Marvan, CFA

event
Quick Take
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
641607690
Active management Fixed income Portfolio strategy Fixed income program Income Macro and market Credit Investment grade High yield Multi-Sector Credit Opportunistic Fixed Income Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

Continue reading

Multiple authors

event
Whitepaper
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
EM debt Macro and market Outlook Balance sheet Public pension (DB) Sovereigns Unit linked Union (Taft Hartley) Multi Single Distribution Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Fixed income Emerging markets Macro Fixed income program Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

Continue reading

By

Gillian Edgeworth

event
Quick Take
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Income Economic cycle Credit Multi-Sector Credit Opportunistic Fixed Income Global Credit Plus Global High Yield Fixed income Inflation Asset allocation Fixed income program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Credit: Better opportunities to add risk on the horizon

Our experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

Continue reading

By

Campe Goodman, CFA

Rob Burn, CFA

event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Interest rates Fixed income Global Credit Plus Global High Yield Opportunistic Fixed Income Multi-Sector Credit Fixed income program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rates: Tracking the trade-off between inflation and growth

In their 2024 rates outlook, Investment Directors Amar Reganti and Marco Giordano investigate the treacherous trade-off faced by central banks and what it means for bond investors.

Continue reading

By

Amar Reganti

Marco Giordano

event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
9 LOAD {count} MORE

URL References

Related Insights

© Copyright 2024 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

View More