Janus Henderson: Thoughts and bonds - navigating rising rates
‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.25.04.2018 | 12:32 Uhr
Key takeaways:
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The disconnect between Fed forecasts and market expectations, along with the effects of an ill-timed fiscal stimulus or a potential trade war, could impact the rates market.
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Higher US rates should help push global rates upward, and we expect other developed market central banks to step away from their overly-accommodative policies.
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We are closely monitoring whether credit spreads have sufficient yield to absorb new issuance and higher rates.