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Our perspective on global micro event and strategies.

Jonathan Tan
Jonathan Tan
CFA
Investment Specialist

Industry experience

With Wellington

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As an investment specialist in Investment Product & Fund Strategies, Jonathan works with local relationship teams to engage with clients in the region and represent the firm’s broad fixed income capabilities. He contributes to developing new product and client solutions as well as managing business issues such as capacity, fees, and guidelines. He also participates in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance.

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With a sustained rise in interest rates in the coming months a distinct possibility as of this writing, we thought now would be an opportune time to take a close look at some potential impacts of higher rates on clients’ fixed income portfolios. To do so, we compared the hypothetical five-year performance of the Bloomberg US Aggregate Bond Index under three different illustrative scenarios that could play out going forward: 1) rates remain unchanged; 2) rates rise abruptly; and 3) rates rise gradually (i.e., over three years).

Key takeaways for fixed income investors

A few of our main takeaways from this analysis were as follows:

  • While abrupt rises in rates might lead to short-term drawdowns in fixed income portfolios, they can at times be desirable for longer-term investors, given opportunities to…
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Wellington Management Company LLP (WMC) is an independently owned investment adviser registered with the US Securities and Exchange Commission (SEC). WMC is also registered with the US Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA) and serves as a CTA to certain clients including registered commodity pools and their operators. WMC provides commodity trading advice to all other clients in reliance on exemptions from CTA registration. WMC, along with its affiliates (collectively, Wellington Management), provides investment management and investment advisory services to institutions around the world. 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