Please ensure Javascript is enabled for purposes of website accessibility Strategic Bond Update - July 2023 | Janus Henderson Investors

Strategic Bond Update

WEBCAST: Strategic Bond Quarterly update

Jenna Barnard, CFA

Jenna Barnard, CFA

Co-Head of Global Bonds | Portfolio Manager


14 Jul 2023
43 minute watch

Key takeaways:

  • Bond yields test patience and resolve as we approach terminal rates culminating in classic false breakouts in UK & Australian 10 year yields
  • The growth environment remains supportive for bonds and no impediment to yields falling
  • Core inflation was the proximate cause for this bond bear and the outlook on the inflation front is improving rapidly
  • The UK remains the one outlier but it is priced as such and there may be more benign explanations than a persistent inflation problem
  • Generically, credit spreads look tight relative to the macro environment . Pockets of opportunity can be found in short dated investment grade yield and AAA agency mortgage securities in the US

If you were able to attend, we hope you found it informative. In case you missed it, or would like to review anything, be sure to check out the replay.

Janus Henderson Investors

Strategic Bond Update

Jenna Barnard, CFA

Jenna Barnard, CFA

Co-Head of Global Bonds | Portfolio Manager


14 Jul 2023
43 minute watch

Key takeaways:

  • Bond yields test patience and resolve as we approach terminal rates culminating in classic false breakouts in UK & Australian 10 year yields
  • The growth environment remains supportive for bonds and no impediment to yields falling
  • Core inflation was the proximate cause for this bond bear and the outlook on the inflation front is improving rapidly
  • The UK remains the one outlier but it is priced as such and there may be more benign explanations than a persistent inflation problem
  • Generically, credit spreads look tight relative to the macro environment . Pockets of opportunity can be found in short dated investment grade yield and AAA agency mortgage securities in the US

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