45 insights found

Fixed income

Why might China’s property dollar bonds remain a resilient yield generator?

Fixed income

Fixed Income in COVID-19: Adapting to protracted low interest rates

Fixed income

Short Duration: Picking up yield and minimising risk in an uncertain world

At the height of the market crisis in March, we saw a highly unusual ‘bear flattening’ of the credit curve

Fixed income

High yield continues to rebound since the lows of Covid

To be sure, the month’s economic data remained deeply rooted in negative territory when viewed on a year-over-year basis. Then again, some of the month-over-month changes from April to May produced s ...

Fixed income

Inflation - 2020 inflation will be close to 0%, we believe that this is already priced-in

Over the medium term, we expect that the unprecedented monetary and fiscal actions will provide support for inflation linked bonds.

Fixed income

Why now for fixed income?

Fixed income

High Yield Market and Strategy Update

On Thursday 16th July, AXA IM's Global Head of High Yield and US Active Fixed Income, Pepper Whitbeck, provided an update on the global high yield market and shared current investment opportuniti ...

Fixed income

Taking advantage of a low-yield environment and uncertainties related to COVID-19

Interest rates are at a historically low level and market volatility is higher than the historical average.

Fixed income

Global Short Duration strategy - The rally continues, but the risks around a second wave increase

Credit spreads kept on tightening in June, as optimism grew around the recovery in the global economy following widespread easing of restrictions in developed countries and improving economic data. H ...