With most global fixed income markets priced for perfection, investors are flocking to the one yield hold-out left: emerging market debt. But are investors really being compensated for the risk?
Tag: Axa
ANALYSIS: Time in the sun is over for credit
Leading bond investors issued separate warnings on Friday that the dual tailwinds credit investors have enjoyed in recent years are about to die down.
Hawkish Fed to taper from next month
The US Federal Reserve announced it will begin to unwind its quantitative easing programme in October, and said another rate hike this year is likely despite persistently low inflation.
Axa IM in rumoured merger talks
The French insurer AXA is considering to sell its asset management arm, a report has suggested.
Axa IM adds China bond fund to short duration stable
Axa Investment Managers has launched a China short duration bond fund, which aims to give investors exposure to the 56trn (€7trn)renminbi bond market.
The robotics revolution is taking shape
AXA IM’s Matthew Lovatt sees two big trends constituting the investment case for robotics: changing demographics and the impact of technology.
Investors eye small caps as global economy accelerates
Investor appetite for small caps has shot up this year against a backdrop of resurgent economic growth.
Time to review the reflation trade
It’s time to take a few chips off the table and up the quality of your bond portfolio as the reflation trade has run its course, believes Ariel Bezalel, manager of the €9bn Jupiter Dynamic Bond Fund. But should you really sell in May?
Most insurers ignore ESG
Only one in three European insurance companies invest responsibly, and most of these mainly do so because of regulatory pressure, according to fresh research from AXA IM. But large and small insurers don’t take ESG equally unseriously.
ANALYSIS: Fixed maturity funds – Has the opportunity passed?
2016 saw some highly successful launches of fixed maturity bond funds as investors took the opportunity to lock in attractive yields combined with reduced duration risk. But are such products still worth buying now, with credit spreads having sunk below their long-time average?
