Nick Maroutsos

Co-Head of Global Bonds | Portfolio Manager

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, Mr. Maroutsos 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, Mr. Maroutsos 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 analyzing fixed income markets, the strategic implementation of all global portfolios, and portfolio construction. Mr. Maroutsos 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. Mr. Maroutsos and his colleagues have received numerous industry accolades and recognition.

Mr. Maroutsos 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

The Fed’s Third Emergency Meeting: We Will Buy in “Amounts Needed”

The Fed’s Third Emergency Meeting: We Will Buy in “Amounts Needed”

A discussion of the Federal Reserve’s latest efforts to ease financial conditions and why the outlook for financial markets now depends on fiscal policy.

Federal Reserve Forcefully Reenters Markets

Federal Reserve Forcefully Reenters Markets

Assessing the Fed’s recent efforts to ease financial conditions and why we believe 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

Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.

The Fed Remains Accommodative

The Fed Remains Accommodative

Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.

Staying Strategic in Global Fixed Income

Staying Strategic in Global Fixed Income

Nick Maroutsos and Adam Hetts discuss the role of global fixed income strategies in the face of recent market shifts.

Fed Decision Hits the Wrong Target

Fed Decision Hits the Wrong Target

Nick Maroutsos explains why the Fed’s refusal to address structural flaws in short-term lending markets risks a repeat of September’s repo market volatility.

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Market GPS: Fed Policy to Cast Long Shadow over 2020

Market GPS: Fed Policy to Cast Long Shadow over 2020

Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.

Roundtable Discussion: Navigating Low Rates and Political Upheaval

Roundtable Discussion: Navigating Low Rates and Political Upheaval

Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.

The Hawkish Rate Cut

The Hawkish Rate Cut

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

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Investment Roundtable: Views on the Global Economic Outlook

Investment Roundtable: Views on the Global Economic Outlook

Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.

Topical Questions Amid a More Political Economy

Topical Questions Amid a More Political Economy

Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.

Fed Turns a Page, Cuts Rates

Fed Turns a Page, Cuts Rates

Nick Maroutsos, Co-Head of Global Bonds, discusses the Federal Reserve’s first rate cut in more than a decade and what it means for investors.