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Redefining Core Fixed Income

February 2019

A core fixed-income strategy should not only be able to potentially generate total returns, but also help reduce portfolio volatility during periods of market stress.


Historically, investors believed that desired investment characteristics (diversification, liquidity, and lower volatility compared with equities) of their “core” fixed-income allocations would be adequately addressed by the domestic fixed-income markets. These assumptions may no longer hold true over extended periods of time for several reasons.

Mark H. Sullivan, CFA, CMT
Senior Vice Managing Director Fixed-Income Portfolio Manager at Wellington Management
Martin Harvey
Vice President, Fixed-Income Portfolio Manager at Wellington Management

Investing involves risk, including the possible loss of principal. ● Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise bond prices generally fall. 

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