Jason England is a Global Bonds Portfolio Manager at Janus Henderson Investors responsible for co-managing the Absolute Return Income and Absolute Return Income Plus strategies. Prior to joining Janus in 2017, Jason was with PIMCO, most recently as senior vice president and portfolio manager for core sector fund separate account portfolios. While there from 1994 to 2015, he was involved with launching their first hedge fund, exchange-traded fund, and global multi-asset product portfolios as well as management of numerous fixed income and asset allocation portfolios.
Jason received both a bachelor of science degree in business administration and finance and his MBA from the University of Southern California, Marshall School of Business. He has 29 years of financial industry experience.
The Fed reaches its predicted terminal rate – now what?
Keeping its eye on persistent inflation, the Fed reaches its expected terminal rate and plans to stay there for a while.
The Fed doesn’t blink
Despite facing banking-sector upheaval, the Fed rightly keeps its eye on inflation.
Fed decision: The tug-of-war continues
The market seems determined to disregard the Fed’s resolve in maintaining restrictive monetary policy until inflation is tamed.
The Fed delivers hawkishness for the holidays
With its December statement, the Federal Reserve reminded markets that much work remains in returning inflation back toward its 2.0% target.
On the future path of rates: Pause does not equal pivot
While the pace of rate increases may slow in coming months, the Federal Reserve’s objective of achieving price stability is far from over.
Global Perspectives: Short duration takes the spotlight in fixed income
A discussion on how investors can navigate the short-duration opportunity set within fixed income.
Shorter-dated bonds return to their roots
With macro uncertainty abundant, shorter-duration bonds offer investors a potential respite from elevated volatility.
Chairman Powell’s policy primer
Chairman Jerome Powell delivered a forceful reminder to markets that the US Federal Reserve remains focused on price stability.
An easy decision, but the US Fed watches for gathering clouds
The US Federal Reserve (Fed) continues to prioritise fighting inflation even as signs of a softening economy emerge.
Absolute Return Fixed Income: The bumpy return of duration risk
Facing structurally higher interest rates, bond investors must again prioritize duration risk.
Damage control: has the Fed learned its lesson?
Taking cues from the market, the Fed gave a nod to inflation reality by raising policy rates by three-quarters of a percentage point.
When the rising tide that lifts all boats subsides
This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.