Janus Henderson: Thoughts and Bonds - uncharted territory
The latest quarterly view on the fixed income environment and outlook from senior members of the Janus Henderson Fundamental Fixed Income Team.20.10.2017 | 11:30 Uhr
The Fed's tightening cycle is expected to remain gradual, but the team believes the number of forthcoming interest rate increases is set to fall between market and Fed expectations.
The team does not believe this is the time to engage in aggressive portfolio positioning, given few catalysts to drive spreads significantly tighter, but numerous threats to the downside.
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