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Jim Cielinski, CFA

Global Head of Fixed Income

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
Features & Outlooks

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 webcast, Janus Henderson’s asset class experts will 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
Features & Outlooks

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
Timely & Topical

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
Timely & Topical

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
Features & Outlooks

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
Features & Outlooks

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?

Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?

Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?

Janus Henderson’s Global Heads of Equities and Fixed Income explore portfolio strategy considerations to help identify actionable investment views for the remainder of the year.

Opposing Forces
Features & Outlooks

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?

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.

The last hurrah – fading stimulus means markets are on their own

The last hurrah – fading stimulus means markets are on their own

Jim Cielinski, Global Head of Fixed Income, as he looks at 2022 and the scenarios that might occur as the year unfolds.

ISG Insight: Markets versus policymakers – who’s in charge?
Features & Outlooks

ISG Insight: Markets versus policymakers – who’s in charge?

Markets have brought forward tightening expectations, but central banks are sticking to the ‘transitory inflation’ line – for now. Our latest ISG Insight considers who has the better handle on the economic outlook?

ISG Insight: Thriving in the bond market
Features & Outlooks

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.