Janus Henderson: The beginning of the end

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‘Thoughts and bonds’ is a quarterly view and outlook for the fixed income markets from several fixed income managers who share their insights on potential investment risks and opportunities.

06.11.2018 | 13:17 Uhr

Key takeaways:

  • We anticipate a higher but flatter Treasury curve as the US Federal Reserve (Fed) continues its gradual tightening, and market expectations catch up to the Fed's interest rate outlook.
  • The Fed is normalising faster than the rest of the developed world, which will perpetuate the divergence in policy rates and present attractive duration opportunities.
  • While tax reform, steady growth and strong corporate fundamentals can extend the credit cycle, we still find reason to be cautious in these later innings.

For the Q4 2018 issue please click on the link below.

The beginning of the end

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