What’s the expert view?

Yield is tough to find at the best of times. These are not the best of times. Today, investors must navigate low growth and challenging central bank policies in the search for sustainable yield, throughout their investment lives. Discover our experts’ insights on how to tackle the search for yield, and the latest short duration news.

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Buying on dips has proved to be a winning strategy in fixed income over the years.

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Historically, an inverted yield curve has generally been a good indicator that a recession will appear some 12 to 18 months later.

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For the income hungry, US bonds might currently look like a very attractive proposition.

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Volatility has dominated markets for much of 2018, but we still see opportunities for active bond investors.

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After moving sharply steeper in early February, yield curves in core bond markets flattened significantly in March and April.

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2017 was a very accommodative year for European high yield credit. From a macro standpoint, the global growth story was very supportive.

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Credit markets produced their worst monthly performance in more than a year after being hit by wider spreads and higher interest rates.

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AXA US Short Duration High Yield Bonds strategy manager, Carl ‘Pepper’ Whitbeck, takes a look at what he expects 2018 to deliver.

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In comparison to the default risk taken on by HY investors, rating deterioration typically tends to be a more dominant risk for IG investors.

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Understanding breakevens, both the inflation and the credit breakeven could be crucial to mitigating risk.

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Creating a sustainable income stream is more important than ever, here are some tips for getting it right - and some pitfalls to avoid.

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The Bank of England (BoE) has made its first upwards move in interest rates for a decade, lifting the base rate from 0.25% to 0.5%.

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Investors globally are hoping to avoid a fright at the US Federal Reserve’s (Fed) next meeting, which runs from 31 October – 1 November.

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Understanding the credit market breakeven, and the potential benefits of short duration bonds, will be crucial to mitigating risk.

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The BoE has indicated it could tighten monetary policy in the very near future, leaving some investors concerned about what this means.

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Our Research & Investment Strategy team's credit market monthly review.

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China’s expanding bond market is now the world’s third largest after the US and Japan, while its credit market is second only to the US.

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Yields have failed to rise in line with expectations, but bonds remain a crucial asset class for any investor building a yield-generating portfolio.

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Contrary to popular belief, emerging markets are returning to favour as investors seek yield away from mature and often expensive financial markets.

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By investing across the global fixed income market, investors can also benefit from enhanced diversification and therefore reduce portfolio risk.

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As the global credit market expands, what are the trends and opportunities that investors should be aware of?

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The higher prospective returns that emerging market bonds can offer remains a key attraction for many investors searching for yield.

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Looking beyond the headlines helps to reveal reasons for optimism in the European credit market.

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Find out why European credit, despite the turbulent news headlines, may be worth a closer look.

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Emerging markets had several risk events to contend with throughout the course of 2016 and look to have navigated them relatively unscathed. 2017 however brings far more uncertainty onto the minds of investors.

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Over the last 20 years we have seen a rapid expansion and globalisation of bond markets – and there are now a myriad of different assets on offer to investors.

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The effects of different market cycles on equity markets are well known – stocks rise when the economy performs well and fall when the economy is weak. The impact on bond markets however, is not as obvious.

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After five years of growth, bond markets have recently seen an adjustment. The election of Donald Trump as the next US president has promised fiscal stimulus in the US, while risk premiums look set to increase; making 2017 a year of change for the bond market.

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The global financial crisis resulted in some of the worst economic downturns in the past several decades. Major global central banks responded with unprecedented monetary policy measures - including policymakers cutting interest rates to or near 0%, with some central banks even cutting rates into negative territory.

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We discuss the challenging liquidity conditions and the potential benefits of a Natural Liquidity Profile.

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Get to grips with short duration bonds and discover their four potential benefits to investors.

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2016 saw a big uptick in market volatility, due to a series of events which will continue to cause uncertainty in 2017.

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Over the past few years, and more than ever this year, markets have been rapidly switching between risk-on and risk-off, bull and bear markets. With volatility generally expected to remain heightened, investors could consider different ways to prepare their portfolios for shifting markets.

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