Fixed income
A globally oriented service for a globally integrated world
From traditional to alternative – whatever your risk profile is, our fixed income range is designed to offer you a broad spectrum of capabilities even under the most challenging market conditions. By utilizing a range of investment vehicles and benchmarks, we can tailor our offering to meet your needs.
Delivering the best of our capabilities to you
From a globally integrated investment platform, our Fixed Income teams are able to offer a diverse product spectrum to meet the unique individual needs of clients from around the world. Our fixed income capabilities go beyond the 'core' government and corporate bond sectors and extend to other sectors such as high yield and emerging market debt as well as unconstrained and currency strategies. We combine these capabilities to create country, regional and global strategies and customized solutions with a wide range of benchmarks that are available through a variety of investment vehicles to retail and institutional clients worldwide.
Our expertise
Our investment approach
Our fixed income investment philosophy centers around three principal tenets:
Investment strategies
Global/US
Benchmark
Salomon Smith Barney World Government Bond Index
Objective
Maximize total return, consisting of both capital appreciation and current income, by investing in investment-grade global debt securities, with the majority of investments generally in sovereign, agency and supranational debt issues.
Benchmark
Salomon Smith Barney Non-US Government Bond Index
Objective
Maximize total return by investing in non-US fixed income markets, with the majority of investments generally in sovereign agency and supranational debt issues.
Benchmark
Unconstrained
Objective
A flexible, total return bond strategy, free from constraints of a benchmark aims to achieve attractive risk-adjusted returns compared to broad fixed income markets over the medium-term, whilst carefully managing risk.
Benchmark
Barclays Capital US Aggregate Bond Index
Objective
Maximize total return, consisting of both capital appreciation and income, by investing in a wide range of US investment grade (at the time of purchase) fixed income securities.
Benchmark
Lehman Aggregate US Bond Index
Objective
Outperform benchmark and seek incremental return by investing in a diversified portfolio combining US investment grade (at time of purchase) bonds with opportunistic holdings in US high yield, emerging market debt and high-quality non-dollar fixed income securities.
Benchmark
Merrill Lynch High Yield Cash Pay Constrained Index
Objective
To provide high current income by investing in a diversified portfolio of higher-yield, lower-rated debt securities issued by domestic and foreign companies.
Other
Benchmark
J.P. Morgan Corporate Emerging Markets Bond Index Diversified
Objective
Seeks to outperform the benchmark by investing in emerging markets corporate bonds denominated in USD, and may also invest in emerging markets sovereign and/or quasi-sovereign bonds should corporate bond risk premiums over sovereign bonds be deemed unattractive.
Benchmark
J.P. Morgan Emerging Markets Bond Index Global (EMBIG)
Objective
Outperform benchmark by investing in a wide range of emerging market fixed income securities issued by sovereign, agency and corporate borrowers.
Benchmark
Citigroup 1 Year US Treasury Bill Index
Objective
Enhance yield through maturity extension and wider security selection while maintaining capital preservation by investing in investment-grade (at time of purchase) corporate debt, floating rate notes and cash equivalents.
Benchmark
Barclays Capital Municipal Bond Index
Objective
Maximize after-tax total return (yield plus capital gain or loss after federal and state taxes), while remaining within clients' risk tolerance guidelines.
Benchmark
Merrill Lynch 1-2.99 Year Treasury Index
Objective
Provide actively managed total return with emphasis on a valuation-based duration strategy by investing in investment-grade (at time of purchase) corporate debt, asset-backed securities, and US Treasurys and agencies.
If you would like further information please get in touch.
UBS Asset Management in the United States
The website contains general information about UBS Asset Management (Americas), Inc., UBS Hedge Fund Solutions LLC, and UBS O'Connor LLC, collectively known as "UBS Asset Management". The information contained on this website does not constitute investment advice or a recommendation to purchase or sell any securities or other financial instrument or any particular strategy or fund. Market commentary, product information and related performance data available on this website has been compiled from sources believed to be reliable and is provided in good faith for informational purposes only. UBS Asset Management does not guarantee the accuracy, suitability or completeness of information contained on this website, and all such information, including but not limited to performance data and related metrics, is subject to change without notice. Certain content on this website is intended for institutional investors and their financial representatives only, and should not be relied upon by retail investors or members of the general public.
Market commentary and similar statements contained herein are based on current expectations and may be considered “forward-looking statements.” Actual future results, however, may prove to be different from expectations. The opinions expressed are a reflection of UBS Asset Management’s best judgment at the time of posting, and any obligation to update or alter any forward-looking statement as a result of new information, future events, or otherwise is disclaimed.
Investments involve risks, are not guaranteed and may not return the original principal amount invested. Past performance is no guarantee of future results. Investors should read all available product information carefully before making an investment decision, including information about applicable risks, fees and expenses. This website does not address the investment objectives, risk tolerance or financial needs of any particular investor. In addition, any statements regarding investment performance expectations, risk and/or return targets do not constitute a representation or warranty that such expectations or targets will be achieved.
This website is not intended for persons located in any jurisdiction where the availability of this website is prohibited or contrary to local law or regulation or would subject any UBS entity to any registration or licensing requirement in any such jurisdiction.
Please confirm you are a US resident to proceed.
