Corporate Thematic investing

Jack Stephenson

Jack Stephenson

US Fixed Income Investment Specialist

Bio

Jack is an Investment Specialist for Investment Grade and High Yield. He works with US-based investment teams to provide technical expertise and leads commercial strategy and client communication.

He joined AXA IM in 2015, initially working in the RFP team where he was responsible for proposal writing and supporting business development across all asset classes. He became a Fixed Income Investment Specialist in 2019, covering total return, unconstrained strategies. He moved to his current role in 2023.

Jack holds a BA in History and Spanish from Durham University.

Articles from Jack Stephenson

Portfolio perspectives

US high yield: Selective opportunities in a bifurcated economy

By Jack Stephenson, US Fixed Income Investment Specialist The last few months have not been straightforward for fixed income markets.…

By Jack Stephenson

18/08/26

Talking Heads Podcast with Jack Stephenson

Portfolio perspectives

US high yield: Resilience against interest rate and spread volatility

The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior…

By Jack Stephenson & other authors

26/06/26

Portfolio perspectives

US High Yield Market Update – Performance, outlook, and portfolio positioning

In this quarterly update video, Jack Stephenson, US Fixed Income Investment Specialist, discusses what’s driving performance in US high yield…

By Jack Stephenson

11/05/26

London tower bridge

Portfolio perspectives

Five reasons to consider US short-duration high yield bonds

Amid the increasingly complex set of headwinds facing investors, a short duration high yield investment strategy can be designed with…

By Jack Stephenson

17/04/26

Front of mind

US High Yield Update - January 2026

By Jack Stephenson

25/02/26

Portfolio perspectives

US high-yield: Embracing credit divergence, unlocking opportunities

The US high-yield bond market has moved up in quality. We believe healthy fundamental and technical factors in 2026 will…

By Jack Stephenson

16/02/26