Today’s markets may be unsteady, portfolios needn’t be
When it comes to financial markets, no two days are the same, and a diversified portfolio could help you meet sudden market changes and help your clients’ keep their financial goals on course.
In this uncertain climate, duration can be an extremely useful tool to help manage portfolios. Bond managers can use duration to compare the risk sensitivity and potential price volatility of bonds with differing yields, prices, coupons and maturities, adjusting duration depending on the market environment.
As pioneers in short duration strategies – with over 15 years’ experience – we can help you prepare. Covering global investment grade, high yield and inflation across the globe, our Short Duration range could provide the diversification you need.
Our Short Duration strategies generally invest in bonds with maturities of five years or less and seek to capture high current income with low overall volatility, aiming to help investors meet their investment needs.
Our experts views
Read our experts views on fixed income investing and the search for yield as they examine the ever-changing investment world.
Our strategies cover investment grade, high yield and inflation across Europe, the USA, Asia and emerging markets, helping you find the yield you’re searching for.
What’s concerning bond investors? Three risks in three minutes
Returns from global fixed income markets have continued to be disappointing in 2018, and as a result bond investors are focused on a number of risks that could increase volatility in the bond market. In this video Chris Iggo discusses three key risks he believes bond investors should be watching - US interest rates, escalating trade wars and the European political scene.
Yield is tough to find at the best of times and these are not the best of times. Today, investors must navigate low growth, rising interest rates, tightening monetary policy and increasing volatility in the search for sustainable yield.
Discover our experts’ insights on how to tackle the search for yield, the latest short duration news, the impact this changing environment could have your portfolio and how AXA Investment Managers could help you navigate uncertain markets.
Why high-yield bonds are an alternative to equity investments
As investors, we are often liable for thinking in specific asset class buckets rather than taking a broader view of the investment universe. Yet, taking that cross-asset class view can allow for some ...
US high-yield outlook: Fundamental and technical factors aligned
We live in a turbulent world. So far this year, we have seen international trade conflicts intensify, the US Treasury yield curve invert and central banks return to easing monetary policy.
Chasing yield: Bond liquidity in a post-crisis world
There has been no shortage of press coverage on financial market liquidity in recent months, with at least three examples of asset managers experiencing difficulties with the management of mutual fun ...
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors.