Jim Cielinski, CFA
Jim Cielinski is Global Head of Fixed Income at Janus Henderson Investors, a position he has held since 2017. He oversees all of the global fixed income products and teams and leads Corporate Credit as well. Previously, Jim was the global head of fixed income for Columbia Threadneedle Investments from 2010. Prior to joining Columbia Threadneedle, he spent 12 years at Goldman Sachs Asset Management as managing director and head of credit. Before that, he was head of fixed income for Utah Retirement Systems, assistant manager of taxable fixed income for Brown Brothers Harriman & Co., and an equity portfolio manager for First Security Investment Management.
Jim received bachelor of science degrees in management and finance from the University of Utah and an MBA with a concentration in finance from New York University, Stern School of Business. He holds the Chartered Financial Analyst designation and has 40 years of financial industry experience.
Articles Written
Market GPS 2023: Finding the silver lining
Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webinar, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.
Fixed Income Investment Outlook: Ingredients in the mix for a more appetising 2023
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.
Midterms matter – just less so at 8% inflation
Inflation may cause markets to buck the trend of positive returns after the U.S. midterm elections.
Front-end rates indicate riskier assets need a reality check
This year’s bond market stress is a warning sign to other asset classes and the real economy.
ISG Insight: beyond an inflation peak
What happens beyond peak inflation and can central banks navigate a soft landing with their inflation ‘blinkers’ on?
ISG Insight: What goes up must come down
Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?
Signposts to watch as the credit cycle turns
Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.
Opposing Forces
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Inflation dilemma: where now for central banks and fixed income?
Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.
ISG Insight: Thriving in the bond market
Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.
Global Perspectives Podcast – Come on down: is inflation priced right?
Join Adam Hetts as he speaks to Jim Cielinski, Global Head of Fixed Income, about the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
A blue wave or a blue swell?
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.