Please ensure Javascript is enabled for purposes of website accessibility Inflation dilemma: where now for central banks and fixed income? - Janus Henderson Investors

Inflation dilemma: where now for central banks and fixed income?

Jim Cielinski, CFA

Jim Cielinski, CFA

Global Head of Fixed Income


7 Mar 2022
  • The trajectory of change as central bankers doubt their own “transitory” story, plus the growing divergence at policy level.
  • The potential for policy error as economies adjust to the tailwind from reopening but face offsetting headwinds from fiscal drag, a squeeze on real incomes and growing cost pressures on corporates.
  • The potential implications for rate sensitive and riskier credit assets.
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Jim Cielinski, CFA

Jim Cielinski, CFA

Global Head of Fixed Income


7 Mar 2022

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