Rockefeller Asset Management

Fixed Income Platform

Our Fixed Income strategies are actively managed portfolios that leverage liquidity dynamics, credit quality, and various structures in the market to capitalize on dislocations that result from outflow cycles, heavy calendar, and dislocations in credits or structures.

The Current Opportunity in Fixed Income

Attractive Yields

Potential to Capitalize on Volatility

Inflation: Potential Tail Winds Ahead

Attractive Yields

Front-end fixed income yields are at compelling levels following one of the fastest rate hiking cycles on record. Volatility in rates and spreads over this cycle has created many relative value opportunities. We believe investors should seek to optimize their short-term liquidity and yield by tiering investments or matching short-term allocation assets with withdrawal needs.

Potential to Capitalize on Volatility

In our view, current liquidity dynamics have shifted, creating pockets of volatility and opportunities to invest in high-grade, short-duration assets.

Inflation: Potential Tail Winds Ahead

We believe investors benefit from locking in Treasury, agency, and corporate rates at the current higher levels. As we near the end of the rate hiking cycle, rising interest rates are less of a headwind for high-grade fixed income and could prove a tailwind over time.

Why Rockefeller Asset Management?

Active Approach

We seek to actively manage liquidity dynamics, credit quality, municipal yield curve, and various structures in the market in and effort to capitalize on evolving market dynamics.

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Nimble and Opportunistic

We believe it is advantageous to be a smaller, more nimble high grade manager given periods of more limited supply and speed with which dislocations can correct.

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Rockefeller Network

A history of convening global networks to generate insights not commonly found in the investment community.

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Contact Us Non-US Investors

Investing involves risk, including risk of loss. Investments in fixed income securities are subject to credit, liquidity, prepayment, and interest rate risks, any of which may adversely impact the price of the security and result in a loss. The municipal market is volatile and can be significantly affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities. Rockefeller Capital Management is the marketing name for Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware), as the case may be. Rockefeller Asset Management is a division of Rockefeller & Co. LLC and the “Firm” for purposes of the Global Investment Performance Standards (“GIPS®”). Rockefeller Asset Management has been independently verified for the period January 1, 2006 through December 31, 2022. Effective January 1, 2018, the Firm was redefined to include the management of fixed income strategies for periods dating back to January 1, 2012. A complete list and description of the firm’s composites and/or a presentation that adheres to the GIPS standards is available upon request.