What are rates strategies?

Rates investment strategies focus on certain components of government bonds and related instruments (covered bonds, futures, interest rates swaps for example) in order to capture premium and market opportunities throughout different market cycles.

Why consider rates strategies?

Rates investment strategies aim to provide liquid access to the movements of interest rate markets while delivering performance throughout different market cycles.

Our approach to rates strategies

We take a diversified, active management approach to rates, with managing capital loss as the primary aim. This is done through the implementation of active strategies with a focus on term structure, country allocation and diversification

Asset allocation visual

This page is for informational purposes only and does not 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 a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.