Inflation

It's easier to weather inflation when you're better prepared

AXA IM expertise

Our inflation team are recognized experts with a proven track record over different market cycles offering a wide range of inflation linked bond strategies.

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.

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

    This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.