What’s the expert view?

Yield is tough to find at the best of times. And we know 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. Let AXA IM’s experts help guide you through the political, economic and market uncertainty.

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

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Heatwaves eventually end in thunderstorms. Some people think that the current investment cycle will end in a big storm.

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Fixed income is an unloved asset class at the moment. Yet it is becoming more interesting.

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Investors have long feared that populism would have some negative global economic effects.

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Credit is getting cheaper as investors worry more about risks, including higher rates, slower growth and all manner of political events.

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Global monetary conditions are tightening. But it’s not your parents’ tightening cycle. This one is drawn-out and imbalanced.

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Despite a negative backdrop, things could get a lot worse.

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Yield does not always equate to return in fixed income.

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There has been a series of market wobbles so far this year.

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Positive returns are proving harder to generate in 2018 with many stock market indices lower and bond returns negative

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US rates are significantly higher than those elsewhere. This means that hedging the dollar exchange rate risk is expensive for some investors.

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While yields have retreated from their highs, the bond bear market looks far from over…

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Bond returns are negative so far in 2018. Yields could and probably should rise further. But the global picture is mixed.

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A lot of non-US bond investors don’t find it attractive to buy US fixed income at the moment. The cost of protecting against foreign exchange risk is at multi-decade highs.

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Today yields offer the best value for some time. However, they are likely to move higher in time as the US economy roars ahead on the back of more fiscal stimulus.

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Volatility is back and those that bet on it never coming back have had a tough week. Why is it back?

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Bond yields have risen so far this year and markets are gradually switching on to the risk of central banks finding reasons to be more hawkish than dovish.

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There is no sign of global growth seriously ebbing. Yet bond yields are stuck in a moment.

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All the volatility in financial markets seems to have been transported into the virtual world of bitcoin trading.

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Yields have fallen for years, credit spreads have narrowed for years, and now the slope of the yield curve is flattening.

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Rates might have been doubled but they remain within a hair’s breadth of zero.

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It’s a crazy time in America but what is great about it is the dynamism and creativity that is so evident in the economy.

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Financial markets returns have been driven by policy and recovery over the last five years. The single biggest driver has been monetary policy.

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There is probably a medical term for the condition of wanting something to come along and disrupt the tranquillity.

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The fact that the global economy remains firmly in an expansion is the core reason why financial market volatility is low.

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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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When the Federal Reserve (Fed) stops buying as much Treasury debt, someone else will have to. Will that happen smoothly without any major disruption to prices?

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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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Despite early summer hawkishness, it seems central banks are not ready to declare the victory in the fight to restore inflation to target levels.

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

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Investors need to seriously think about what will happen with monetary policy over the next couple of years.

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Get the latest on fixed income markets and short duration insights from AXA IM's Chief Investment Officer for Fixed Income, Chris Iggo.

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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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We discusses 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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