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.
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C-0221-36326 04-15-21
June 2021 BMO Fixed Income Market Update
U.S. GDP estimates released in May showed the economy grew 6.4% in the first quarter, unchanged from the prior estimate and modestly below expectations.
Weekly Fixed Income Commentary: Jobs report disappoints, Treasury yields decline
U.S. Treasury yields fell after the May jobs report fell short of high expectations.
Weekly Fixed Income Commentary: Treasury yields decline in a positive week for fixed income
U.S. Treasury yields fell slightly and the broad fixed income market performed well last week.