For financial professionals in Denmark

Strategic Bond Update: Policy Error?

WEBCAST: Strategic Bond Update: Policy Error?

John Pattullo

John Pattullo

Co-Head of Global Bonds | Portfolio Manager


Jenna Barnard, CFA

Jenna Barnard, CFA

Co-Head of Global Bonds | Portfolio Manager


7 Dec 2022
40 minute watch

“We are entering into an unusually synchronised global recession… lead indicators suggest this will be a long downturn and a deep recession.” (September 2022 webcast)

In the September webcast we discussed the lead indicators we follow and see no bottom until Q2 2023 at the earliest. Further, we have a litany of potential negative catalysts into the global recessionary backdrop such as: energy crisis, central bank panic (coordinated tightening into a recession) and a structural growth collapse in China amidst property defaults and a zero covid policy. Here we updated on the outlook following a tumultuous few months for financial markets and bond markets in particular.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

 

Past performance does not predict future returns. 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.

 

The information in this article does not qualify as an investment recommendation.

 

Marketing Communication.

 

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John Pattullo

John Pattullo

Co-Head of Global Bonds | Portfolio Manager


Jenna Barnard, CFA

Jenna Barnard, CFA

Co-Head of Global Bonds | Portfolio Manager


7 Dec 2022
40 minute watch