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Five questions fixed income investors are asking in 2022
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
Opposing Forces
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Caution Merited in an Increasingly Uncertain Market
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
I’ll have one of everything, please The case for a more diversified fixed income portfolio
What is the outlook for economic growth and how can investors ride out the risks?
Sovereign Debt Levels Hit New Records in 2021
Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to $65.4 trillion in 2021.
Another Step toward Policy Tightening – with a Caveat
We caution against classifying the Fed’s interest rate “liftoff” decision as being unequivocally hawkish.
“Swissie” Causing Headaches for its Central Bank
The Swiss franc is on an appreciating trajectory versus the euro. What can the central bank do to stem the rise?
Inflation Dilemma: Where Now for Central Banks and Fixed Income?
Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.
Global Perspectives: A Closer Look at CLOs
Why CLOs deserve a closer look in today’s environment of low yields, high inflation and rising interest rates.
Global Perspectives: An Extreme Hatred of Bonds … Just or Unfair?
Investor positioning still (unfairly) reflects an extreme hatred of bonds.
Will Japan Join the Tightening Party?
Considering whether Japan could join other developed market peers in the exit from accommodative policy.
Central Banks in 2022 – Making Long Bonds Great Again
Our Strategic Fixed Income team’s cyclical process for managing bond exposures is signaling a collapse in U.S. government bond yields around springtime.