Thoughts and bonds: navigating rising rates

12/04/2018



​‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.

Key takeaways:

  • The disconnect between Fed forecasts and market expectations, along with the effects of an ill-timed fiscal stimulus or a potential trade war, could impact the rates market.
  • Higher US rates should help push global rates upward, and we expect other developed market central banks to step away from their overly-accommodative policies.
  • We are closely monitoring whether credit spreads have sufficient yield to absorb new issuance and higher rates.

For the Q1 2018 issue please click on the link below.

 

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 is not a guide to future performance. 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.

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