Fixed Income Strategies
Navigating Global Markets with Discipline and Precision
At AI Investments, we combine macroeconomic insight, deep sector expertise and AI-enhanced analytics to build fixed income portfolios designed for stability, capital preservation, and long-term value. (Tailored for institutional investors and strategic partners.)
Fundamental Fixed Income
At AI Investments, we take a global, active approach to fixed income—rooted in rigorous macro and sector analysis, and amplified by AI-powered models. Our platform integrates real-time analytics with disciplined risk controls, enabling us to adapt across cycles and market regimes. This approach supports resilient alpha generation amid rate changes, volatility, and evolving policy dynamics.
Fixed income investing solutions
📈 Flexible
Our flexible fixed income approach dynamically navigates across global bond sectors to pursue stable, attractive returns while actively managing downside risk. This strategy adapts to shifting market conditions and allocates capital where the most compelling risk-adjusted opportunities arise.
🧠 Core & Core Plus
These strategies are designed to deliver consistent active returns across rate environments through a dynamic multi-sector allocation framework. Core strategies emphasize high-quality holdings, while Core Plus may incorporate a broader range of sectors for enhanced yield potential.
🕒 Short Duration
Focused on the front end of the yield curve, our short duration strategies apply a disciplined, diversified, and relative-value approach. The objective is to reduce interest rate sensitivity while maintaining attractive income generation.
💼US Investment Grade Credit
We target alpha and portfolio diversification within the U.S. investment-grade credit space by emphasizing rigorous relative value analysis. The process is structured to enhance return potential while controlling downside risk through credit quality and sector positioning.
🧱 Securitized Assets
Our securitized assets strategies leverage advanced analytics and continuous borrower- and portfolio-level surveillance. This enables us to uncover value across residential and commercial mortgage-backed securities, asset-backed securities, and other structured products.
🏠US Mortgage-Backed Securities (MBS)
Building on decades of expertise in the U.S. mortgage market, our MBS strategies use deep, independent fundamental research to identify alpha opportunities. We focus on both agency and non-agency sectors to capture value across the mortgage credit spectrum.
🏛 Municipals
Our municipal bond strategy focuses on maximizing after-tax returns through active, selective exposure to both national and state-specific issuers. Portfolios are built with diversified credit profiles, leveraging deep municipal fixed income expertise to deliver long-term value.
📈 Inflation-Linked Bonds (ILB)
Our actively managed ILB strategies combine a fundamental, diversified, relative-value approach. These portfolios aim to protect purchasing power in inflationary environments by allocating to both real and nominal sovereign bonds.
🌍 Emerging Markets (EM)
Our emerging markets strategy seeks to capture the sector’s attractive risk premium by investing in sovereign and corporate issuers across developing economies. Dynamic risk management and tactical diversification are key to mitigating volatility and enhancing return potential.
💼 Interested in how these strategies could enhance your portfolio?
Connect with our team or explore our investor platform for more details.