Webcast: Navigating A New Rates Regime
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a continued rise higher?
With benchmark yields at historic lows, we think investors need to look beyond passive fixed income to reach their goals, Active fixed income managers may be in a better position to generate excess returns and higher yields by taking a broader view of the investment universe.
Please join Portfolio Managers Greg Wilensky, CFA, and Seth Meyer, CFA, as they discuss:
- Their current outlook for interest rates, inflation, credit and securitized markets
- How they are positioning portfolios to take advantage of the reopening of the global economy
- Why alpha rather than beta may better help investors reach their goals in today’s markets
Overview
Title: Navigating A New Rates Regime
Date: Thursday, April 1, 2021
Time: 01:00 PM Eastern Daylight Time
Duration: 1 hour
Featured Speakers
Greg Wilensky, CFA
Head of U.S. Fixed Income, Portfolio Manager
Seth Meyer, CFA
Portfolio Manager
Jessica Leoncini
Head of Fixed Income Product Specialists
The opinions and views expressed are as of the date published and are subject to change without notice. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes and are not an indication of trading intent. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Janus Henderson Group plc through its subsidiaries may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.
Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.
C-0221-36326 04-15-21
Weekly Fixed Income Commentary: Treasury yields rise as the Fed holds steady
U.S. Treasury yields rose again on strong inflation data. The U.S. Federal Reserve kept interest rates unchanged as expected, but the guidance for future policy was more hawkish than anticipated.
Weekly Fixed Income Commentary: Treasury yields rise again on stronger inflation data
U.S. Treasury yields rose again after U.S. consumer price inflation surprised marginally to the upside. The European Central Bank (ECB) delivered a dovish hike last week, and all eyes are on the U.S. Federal Reserve this week.
Weekly Fixed Income Commentary: Economic data drive Treasury yields higher
U.S. Treasury yields rose once again, as U.S. economic growth remains strong. U.S. Federal Reserve officials indicated that monetary policy is sufficiently restrictive, while emphasizing the need to monitor incoming data.