Global Fixed Income Compass

Knowledge. Shared (Q1 2019)

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Themes in focus

Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

Key takeaways

  • Moving beyond ‘peak liquidity’ will define markets in 2019
  • Politics elevates the probability of ‘bi-modal’ outcomes
  • Late-cycle corrections are creating value in selected areas
  • The yield curve signals a slowdown but not necessarily a recession

Insights from our global teams

Global Bonds

Strategic Fixed Income

Our Fixed Income capabilities

Janus Henderson Fixed Income provides active asset management solutions to help our clients meet their investment objectives. Over the past four decades, our global investment teams have developed a wide range of product solutions to address our clients' varied and evolving needs. From core and multi-sector investing to more focused mandates, we offer innovative and differentiated techniques expressly designed to support our clients as they navigate each unique economic cycle. The capabilities of these teams are available through individual strategies or combined in custom blended solutions.

While shared knowledge across teams and regions encourages collaboration and the debate of investment ideas, our investment teams are not bound by a top-down house view. Instead, each team retains a defined level of flexibility within a disciplined construct. Our portfolio construction processes are governed by a rigorous risk management framework with the intent of delivering stronger risk-adjusted returns. Further, we believe transparency is the foundation of true client partnerships; we seek to earn and maintain our clients' confidence by delivering robust and repeatable investment processes and by providing firsthand insights from our investment professionals.

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Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

This website is for financial promotion purposes and is not investment advice.

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