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Top of Mind 4Q19: Volatility’s return, fixed income’s future, and other investment head-scratchers

Fourth Quarter 2019 
By Adam Berger, CFA

A quarterly update on the topics Wellington Management's institutional clients are asking about.

Multi-Asset Strategist for Wellington Management

Adam develops research on capital market and asset allocation themes, advises clients and prospects on investment strategy and policy issues, and implements investment solutions for clients, with a focus on public plans and other total-return focused investors.

This quarter, I start with four key topics on clients’ minds: rising market volatility, uncertainty about fixed income’s defensive role, the risk of a US recession, and the search for attractive asset classes. Then I wrap up with a “lightning round” of quick responses to recent client questions on asset allocation, macro concerns, and fixed income.


Important Risks: 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. 

The views expressed herein are those of Wellington Management, are for informational purposes only, and are subject to change based on prevailing market, economic, and other conditions. The views expressed may not reflect the opinions of Hartford Funds or any other sub-adviser to our funds. They should not be construed as research or investment advice nor should they be considered an offer or solicitation to buy or sell any security. This information is current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Wellington Management or Hartford Funds.

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