AXA IM expertise
An experienced team
- Over 30 years of experience as an inflation-linked asset manager. One of the first European managers to offer an inflation-linked bond fund in 1983.
- Our size gives us a privileged status in our dealings with counterparties and gives us access to policy makers and market participants.
Recognized expertise
- Experience over different market cycles.
- A range of inflation-linked bond strategies aimed to meet clients’ needs
Innovative ideas
Market leaders in the development of inflation-linked products:
- The launch of a total return inflation strategy with a flexible allocation between nominal and inflation-linked bonds.
- Pioneer in Environment, Social and Governance (ESG) integration within inflation strategies
Our inflation strategies
At AXA IM, our inflation strategies are active approaches run by a dedicated inflation-linked bond investment team. Our size gives us a privileged status in our dealings with counterparties and gives us access to policy makers and market participants.
We combine our global top-down process with ESG scoring to offer investors inflation solutions that are flexible and can adapt to market conditions.
By providing a dynamic exposure that focus’ primarily on inflation-linked bond markets, we believe our strategies offer investors a purist inflation approach.
Why invest in inflation-linked bonds?
Inflation erodes the value of capital. It is therefore important to consider the real value (the value after allowing for inflation) rather than the nominal value (before inflation has been calculated) of a bond. As inflation-linked bonds provide a principal and coupon payments that are adjusted by the rate of inflation, they can provide protection against rising prices.
Getting to grips with inflation
Risks
No assurance can be given that our inflation fixed income strategies will be successful. Investors can lose some or all of their capital invested. Our inflation fixed income strategies are subject to risks including counterparty risk, operational risk, liquidity risk, credit risk, and the impact of any techniques such as derivatives. The use of such strategies may also involve leverage, which may increase the effect of market movements and may result in significant risk of losses.
Disclaimer