Janus Henderson: Thoughts and bonds - navigating rising rates

Key takeaways:

• 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.

• 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.

• We are closely monitoring whether credit spreads have sufficient yield to absorb new issuance and higher rates.

For the Q1 2018 issue please click on the link below.