US Investment Grade Strategies

At AXA IM, we have a choice of US Investment Grade (IG) strategies to meet your interest rate outlook. Whether you are looking for short term, intermediate or the full maturity spectrum, our investment team has the expertise and experience to meet these needs.

Depth of credit research

The US Investment Grade bond universe is broad and because of this, we believe, increases the need for careful credit research.

We are focused on credit selection and so the investment process needs to be one of teamwork with everyone contributing and challenging investment ideas.  This credit-intensive approach could lead to outperformance over the long term, mainly from security selection and sector rotation.

Alongside this, our IG investment team works closely with our market-leading US High Yield team to identify potential rising star opportunities. This crossover strategy also benefits from the expertise of our IG analysts, many of whom have prior experience covering high yield credits.

Results-orientated approach

We believe that a steady income stream drives returns and have observed that this investment philosophy translates into consistent results over the long term.

We apply our philosophy within a robust and repeatable investment process which incorporates strong bottom-up security selection with a true top-down driven approach to portfolio construction.

The Case for US Investment Grade Credit

US corporates fundamentals remain attractive with solid balance sheets despite the environment of higher financing costs. At a macro level, with the expectations that the Federal Reserve will pause interest rate hikes, investors can potentially benefit from an attractive entry point and attractive yields.

Risk Warning

No assurance can be given that our investment strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: equity; emerging markets; global investments; investments in small and micro capitalisation universe; investments in specific sectors or asset classes specific risks, liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.

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    This website is published by AXA Investment Managers Asia (Singapore) Ltd. (Registration No. 199001714W) for general circulation and informational purposes only. It does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. It has been prepared without taking into account the specific personal circumstances, investment objectives, financial situation or particular needs of any particular person and may be subject to change without notice. Please consult your financial or other professional advisers before making any investment decision.

    Due to its simplification, this publication 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 publication is provided based on our state of knowledge at the time of creation of this publication. 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.

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