How will ongoing interest rate divergence impact bond markets?
29 Oct 2018
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Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
Key points:
- Bond markets will be dominated by interest rate divergence across developed economies over the next few years
- Central banks in a number of economies such as Australia and Europe simply do not have the impetus to hike rates…
- …but some have followed the US Federal Reserve, such as Canada
- Divergence in interest rates create opportunities to actively manage duration
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
Marketing Communication.
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Specific risks
29 Oct 2018
3 minute watch
3 minute watch