Fund Manager Views

Fixed Income

Our latest views on the factors influencing global bond markets.

Fixed Income

Why now may be an excellent entry point for US Short Duration High Yield
  • by AXA Investment Managers
  • 16 May 2022 (5 min read)
Fixed Income

Fixed income has become an investable asset class again
  • by Nick Hayes
  • 10 May 2022 (7 min read)
Fixed Income

Why the narrative on inflation is shifting
  • by Jonathan Baltora
  • 21 February 2022 (5 min read)
Fixed Income

How an ESG focus impacted fixed income returns in 2021
  • by William Mahoney
  • 14 February 2022 (5 min read)
Environmental

Sustainability-Linked Bonds: Our Framework for Assessment
  • by AXA Investment Managers
  • 18 January 2022 (7 min read)
Macroeconomic Research

No immediate storm ahead, but insurers should use the lull to build portfolio resilience
  • by Amaury Boyenval , Arnaud Lebreton
  • 17 January 2022 (10 min read)
Macroeconomic Research

Pensions Investment Outlook: Challenges and Opportunities
  • by Chris Iggo
  • 17 January 2022 (5 min read)
Fixed Income

Outlook 2022: Asian Equities – China: a different stage in the cycle
  • by William Chuang , Natalia Mu
  • 06 December 2021 (5 min read)
Fixed Income

Outlook 2022: Asian Credit - China Property rebound? Who will survive and can the damage stay contained?
  • by Christy Lee
  • 06 December 2021 (5 min read)
Fixed Income

The bond market in five charts
  • by Nick Hayes
  • 08 November 2021 (5 min read)