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.
The jump in yields is real
With yields sharply higher, Jim Cielinski, Global Head of Fixed Income, dissects what is behind the recent move.
The Fed’s inflation fight: No victory … yet
While progress has been made, the Fed continues to signal that the battle to lower inflation is far from over.
Credit Risk Monitor – Something for everyone
In our latest Credit Risk Monitor, Jim Cielinski discusses the latest impact on the credit cycle.
A still-resilient U.S. economy vindicates the Fed’s hawks
With it too soon to declare victory against inflation, we believe the market should accept that interest rates will remain near current levels for longer than it expects.
Fed seeks flexibility in complex late-cycle environment
With inflation still elevated, the Fed seeks to buy time to assess the impact of policy tightening.
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.
ISG Insight: Be careful what you wish for
Central bankers may have got their wish for tighter financial conditions but at what price to the economy and asset markets?
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.