47 insights found
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 .
Global Strategic Bonds strategy - Strong month across the board for fixed income
Core government bond yields lowered over the month, breaking recent tight range
Why might China’s property dollar bonds remain a resilient yield generator?
Fixed Income in COVID-19: Adapting to protracted low interest rates
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
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 ...
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.
Why now for 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 ...