Jim Cielinski, CFA
Jim Cielinski is Global Head of Fixed Income at Janus Henderson Investors, a position he has held since 2017. Mr. Cielinski oversees all of the global fixed income products and teams and leads Corporate Credit as well. Previously, Mr. Cielinski was the global head of fixed income for Columbia Threadneedle Investments from 2010. Prior to joining Columbia Threadneedle, Mr. Cielinski 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 equity portfolio manager for First Security Investment Management.
Mr. Cielinski 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 38 years of financial industry experience.
Articles Written
The Return of Multiplicity
A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.
Truffle hunting in credit
While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.
Looking at Bonds Through a Glass Half Full
Finding opportunities in the current bond environment.
ISG Insight: Thriving in the Bond Market
With macro and microeconomic fundamentals improving and corporate bonds priced for this to continue, we explore what could go wrong and how fixed income markets might respond.
Inflation Outlook: A Celebration of Growth or Central Bank Complacency?
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.
Come on Down: Is Inflation Priced Right?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
Not Your Traditional Cycle
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Shifting Yields and Shifting Attitudes
Investors are repricing inflation risk within bond markets, but there may be more to consider.
A Blue Wave or a Blue Swell?
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
Go with the flow
Can fixed income continue to offer stability through the storm? We think flows will likely determine how the asset class fares in 2021.
A Mostly Benign Outlook for U.S. Inflation
Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.
Global Perspectives: Making Sense of the U.S. Election
A panel discussion exploring the market implications of the 2020 U.S. election, recorded on Nov. 5 as votes continued to come through.