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
Fixed Income Outlook 2024: Do the math
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
ISG Insight: Shifting narrative
Shifting narratives can quickly reverse but might some be permanent?
Credit Risk Monitor – Pain delayed?
Jim Cielinski, Global Head of Fixed Income, discusses the sharp rise in rates and the very gradual deterioration in the credit cycle.
Credit Risk Monitor – Something for everyone
In our latest Credit Risk Monitor, Jim Cielinski discusses the latest impact on the credit cycle.
Fixed income outlook: Step back and mind the gap
How rail announcements offer insights into fixed income markets.
The debt ceiling battle: When politics and debt don’t mix
The implications for financial markets as concern mounts over the looming U.S. debt ceiling.
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.
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?
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.
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.