Webcasts

We are used to market commentators using the phrase “This time it’s different” to excuse unusual data and make the case for more of the same. But what if things really are different? What if policy makers are overlooking factors that might divert us off the low inflation, low rates path to which we are accustomed. Is the policy regime itself in flux? In this webcast, Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, looks at the competing forces shaping economies and the implications for fixed income. Key areas covered include:

• Where are we in the credit cycle and have we even left the last one?
• Have we reached our limits on debt?
• What does the new monetary and fiscal pact mean for bond markets?