Nick Maroutsos

Co-Head of Global Bonds | Portfolio Manager
Nick Maroutsos | Janus Henderson Investors

Nick Maroutsos is Co-Head of Global Bonds at Janus Henderson Investors, a position he has held since 2018. He is also a Portfolio Manager responsible for co-managing the Absolute Return Income and Absolute Return Income Plus strategies. Additionally, Nick is a founder and Managing Director of Kapstream Capital. Prior to forming Kapstream in 2006, he was with PIMCO from 1999 to 2005. From 2002 to 2005, Nick was vice president at PIMCO in Australia, where he worked with key clients and managed the development and launch of new strategies for the Australian market. From 2001 to 2003, he was a senior portfolio analyst on the global trading team managing the global fixed income portfolios and firm-wide global strategies. This entailed analysing fixed income markets, the strategic implementation of all global portfolios, and portfolio construction. Nick joined PIMCO’s Newport Beach, California, office in 1999. He is a sought-after expert on the global bond market and is a key speaker at industry forums and conferences. He and his colleagues have received numerous industry accolades and recognition.

Nick received a bachelor of arts degree in economics from the University of California – San Diego and an MBA from the University of California – Los Angeles, Anderson School of Management. He has 21 years of financial industry experience.

Articles Written

A targeted fiscal response cannot erase all the risks

A targeted fiscal response cannot erase all the risks

Nick Maroutsos explains that while the relief bill enacted by the US government in late March targeted the right segments of the economy, rising solvency risk may merit additional action.

Fed Watch: the Fed’s third emergency meeting

Fed Watch: the Fed’s third emergency meeting

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s (Fed) latest efforts to ease financial conditions and why he believes the outlook for financial markets now depends on fiscal policy.

Navigating volatility in fast-evolving markets

Navigating volatility in fast-evolving markets

As the coronavirus-induced economic dislocation becomes more profound, Nick Maroutsos, Co-Head of Global Bonds, discusses positioning within the Absolute Return Income Strategy.

Federal Reserve forcefully reenters markets

Federal Reserve forcefully reenters markets

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s recent efforts to ease financial conditions and why he believes uncertainty will continue to be a headwind for markets.

Coronavirus uncertainty likely to force Fed’s hand

Coronavirus uncertainty likely to force Fed’s hand

Co-Head of Global Bonds Nick Maroutsos explains why markets reacted as they did in the face of the spreading coronavirus and why the US Federal Reserve (Fed) will ultimately have to cut rates to account for the outbreak’s economic impact.

Meeting the challenge: fixed income investing in 2020

Meeting the challenge: fixed income investing in 2020

With Europe characterised by negative rates and subdued bond yields, Nick Maroutsos, Co-Head of Global Bonds, explains how the team seek to meet the objectives of an absolute return fixed income portfolio.

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Fed watch: remaining accommodative

Co-Head of Global Bonds Nick Maroutsos discusses why he believes the Fed’s decision to leave rates unchanged at its January meeting should support the positive environment for stock and bond markets in 2020 and why – should markets slip – the Fed will rush to catch their fall.

Fed policy to cast a shadow over 2020

Co-Head of Global Bonds Nick Maroutsos identifies the opportunities and risks he sees for fixed income investors in 2020 as the US Federal Reserve’s near-term policy path remains far from certain.

US Fed decision hits the wrong target
Quick Views Interest Rates

US Fed decision hits the wrong target

While Co-Head of Global Bonds Nick Maroutsos agrees with the US Federal Reserve (Fed) holding benchmark rates steady, he is concerned that the risk to short-term lending markets will remain elevated until the central bank addresses issues in the market’s post-crisis infrastructure.

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Keep your cash in play

Keep your cash in play

With the yields on short-dated investments very low or negative in Europe, managers of the Janus Henderson Absolute Return Fixed Income Fund, explain how moving along the risk spectrum into an actively-managed, low volatility fixed income strategy could be a potential solution for investors seeking to make their defensive assets work harder over the medium term.

Generating returns in a low rate environment

Generating returns in a low rate environment

In this round-table discussion, Nick Maroutsos, Dan Siluk and Jason England, portfolio managers on the Absolute Return Income strategy, talk candidly about matters affecting markets and how these are influencing their investment decisions.

A hawkish rate cut

A hawkish rate cut

A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.