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The Fed Acknowledges the Elephant in the Room
by Jim Cielinski, Daniel Siluk of Janus Henderson Investors, 11/11/24

In the report, Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk believe navigating the change in rate regimes has grown more complicated for the Federal Reserve (Fed) as they must now consider the ramifications of Donald Trump’s proposed economic policies.

Fixed Income Outlook: Paid to Wait for Rate Cuts
by Jim Cielinski of Janus Henderson Investors, 6/25/24

In his mid-year outlook, Jim Cielinski, Global Head of Fixed Income, recognizes markets were impatient in wanting rate cuts, but the offset is fresh opportunities for investors to capture attractive yields.

Is Tapering Tightening?
by Jim Cielinski of Janus Henderson Investors, 11/2/21

Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, discusses concepts surrounding the current bond market environment, including the US Federal Reserve and their lessons learned from past tapering discussions.

Four Elements of a Bond Market Bubble
by Jim Cielinski of Columbia Threadneedle Investments, 9/20/16
The developed world’s government bond markets are showing characteristics of a bubble. Timing the end of this rally won’t be easy — but for those watching closely, hints are emerging.

The Productivity Crash: Time to Pay Attention
by Jim Cielinski of Columbia Threadneedle Investments, 6/7/16
As the U.S. reaches full employment, low productivity growth may signal future problems, including higher inflation and decreased profit margins.

Emerging Market Debt: An End to the Agony?
by Jim Cielinski of Columbia Threadneedle Investments, 10/14/15
Capitulation by many EMD investors has created opportunities in many of the more resilient countries. We favor countries moving down the reform path and where there is significant impetus to reign in excessive government spending. Valuations have reached the extremes that allow a selective approach to EM to now represent a key part of an income-oriented portfolio.
6 results found.