47 insights found

Fixed income

COVID-19 has shaken up high yield and put opportunities on the table

The asset class is always prepared for a crisis, but the uneven impact of the virus means fundamental credit analysis is more important than ever .

Fixed income

Global Strategic Bonds strategy - Strong month across the board for fixed income

Core government bond yields lowered over the month, breaking recent tight range

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 ...