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Thoughts and Bonds: Uncharted Territory – Janus Henderson

FinalytixMarket Outlook Thoughts and Bonds: Uncharted Territory – Janus Henderson

Thoughts and Bonds: Uncharted Territory – Janus Henderson

KEY TAKEAWAYS

  • While we believe that developed world central banks will act prudently as they reverse accommodative monetary policy, an unintentionally coordinated unwind could pose significant risks to bond holders.
  • We expect the Fed’s tightening cycle to remain gradual, but the number of forthcoming interest rate increases to fall between market and Fed expectations.
  • We do not believe this is the time to engage in aggressive portfolio positioning. We see few catalysts to drive spreads significantly tighter, but numerous threats to the downside.

Full Text:

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