95 insights found

Fixed income

Liquidity in a crisis: Comparing the credit market response in 2020 and 2008

The fast and adaptive market response that greeted the coronavirus shock last year showed how much the financial system has improved since the credit market liquidity issues of the global financial c ...

Fixed income
3 minute read

Where to buy your risk

We all know people have different approaches to risk. Some of us like to take physical risks in search of an adrenaline high, while others take investment risks chasing hot stocks.

Fixed income

Coronavirus and emerging markets: A three-tier challenge

The path of economic recovery from the coronavirus pandemic will depend on a number of factors but the primary focus right now is the vaccination of the global population.

Fixed income

Has a Blue Wave changed our view on duration?

The first week of 2021 has been anything but boring. The Democrats won both Senate races in Georgia, which should allow them to pass a larger fiscal stimulus in the near term as well as pass other me ...

Fixed income
5 minute read

AXA Global Strategic Bond Fund: The “reflation trade” gathers pace

Inflation break-evens moved higher as inflation-linked bonds outperformed nominals

Fixed income
5 minute read

Global Short Duration strategy: Hopes of additional US fiscal stimulus support spread performance

Slow start of the vaccine rollouts weighed on sentiment

Fixed income
5 minute read

Sterling Credit Short Duration strategy: Hopes of additional US fiscal stimulus support spread performance

Credit spreads continued to tighten, supported by hopes of additional US fiscal stimulus.

Fixed income

Quarterly fixed income views

In our new quarterly fixed income update, Marion Le Morhedec, Head of Active Fixed Income Europe & Asia, covers some of the key questions facing fixed income investors.

Fixed income

Why China’s bond defaults could ultimately boost investor confidence

Despite heightened levels of distress in China’s US$15trn credit space , investors stand to potentially benefit from a new path for the onshore and offshore markets as they more efficiently price cre ...