Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
Tag: Axa Investment Management
AXA IM’s Asia CIO: Aggressive rate cuts aren’t guaranteed
The Fed is more likely to normalise monetary policy instead of aggressively cutting rates, says AXA Investment Manager’s Asia CIO Ecaterina Bigos.
The FSA Spy market buzz – 2 August 2024
Sustainable short duration, Gold vs bonds over 50 years, BNP Paribas AM and Axa IM, Schroders’ strong performance, Educational cost pain, Scary smart books, Bouncy markets, the death of ESG and much more.
Mutual Fund Top Trumps – USD High Yield
This week FSA presents a quick comparison of two US dollar high yield products: the Axa World Funds US High Yield Bonds Fund and the NB High Yield Bond Fund.
Axa keeps faith in Asia growth
The structural trends that are driving the region’s economic growth and markets remain intact, and will overcome current fears, according to Axa Investment Managers.
Bond managers fear ‘self-fuelling bear market’
The spread between the two-year and 10-year treasury is now 0.09%.
A share on MSCI to erode product differentiation
Axa Investment Managers and M&G Investments recently echoed these views and said passive funds in particular are likely to lose distinction as they all realign their portfolios to include A-shares. A-share inclusion would have a “knock-on effect for the passive investment industry”, said Matthew Vaight, global and Asian emerging markets fund manager at M&G. “Over […]
HEAD-TO-HEAD: BlackRock Asian Dragon vs Investec Asian Equity
Further easing measures are expected as current economic indicators in China have not improved, AXA Investment Managers and Schroder said recently. Separately, Schroder’s recently cautioned on the overheating in China’s market while BlackRock said it would prefer a selective investment approach following the surge in A- and H-shares. In India, managers like Franklin Templeton said they expect Indian markets to rise as […]
China’s fund industry faces talent shortage
China’s ecommerce firms are moving into financial services, putting competitive pressure on fund management companies (FMCs). The research firm cited as examples Alibaba affiliate Ant Financial’s reported plan to acquire a stake in Tebon Fund Management and Tencent establishing WeBank, China’s first online bank, last year. “The only viable online opportunity FMCs can access for […]
Axa IM registers funds in Singapore for first time
Axa Investment Management has broadened the number of its funds which are available in Asia, registering a range in Singapore for the first time and making a further seven available to investors in Hong Kong.
