Fixed income perspectives: After the virus, a binary world?

Webinar Highlights

A look back at the year that has been for fixed income markets

Jim Cielinski, CFA, Global Head of Fixed Income, Janus Henderson Investors takes a look back at how fixed income markets behaved in 2020.

What a Biden presidency means for markets

Jim Cielinski, CFA, Global Head of Fixed Income, Janus Henderson Investors reviews the reaction of the US credit markets to the 2020 election result and the impact of a Biden administration on future behaviour.

Asian demand for global fixed income

Jansen Phee, Head of Funds Investment Solutions, Asia Pacific, UBS Global Wealth Management and Daryl Ho, Senior Investment Strategist, Chief Investment Office, DBS Bank talk Asian investors' demand for global fixed income, types of fixed income strategies Asian investors are using and familiarity with global credits.

Economic recovery

Jim Cielinski and Jansen Phee discuss which fixed income strategies are going to hold up best within different economic recovery scenarios.

Measuring risk appetite in Asia

Daryl Ho and Jansen Phee explore how investment grade credit is supplanting sovereign risk, and Asian investors' appetite for risk and high yield.

Navigating your fixed income portfolio

Jim, Daryl and Jansen discussing hedging strategies and the need for diversification within fixed income portfolios.

Looking ahead: advice for fixed income investors in 2021

Jim, Daryl and Jansen offer key advice for fixed income investors in 2021.


To view the full-length video, please watch below:

The changes wrought by the global pandemic on asset markets and economies are nowhere near an end. Is the recovery seen so far sustainable, or what’s in store for 2021? Should investors be preparing for inflation or deflation? And will fiscal policy be able to pick up the baton from a potentially exhausted monetary policy? These big macro questions would be searching at the best of times but framed by a health crisis that is reshaping economies, investors are having to be increasingly agile, not least when credit spreads and yields on traditional areas of fixed income are near historical lows.

Join Janus Henderson’s Global Head of Fixed Income and guest speakers for an engaging panel debate, which promises fresh perspectives for investors looking to diversify with alternative sources of income in this low rate environment, as well as practical insights on how to navigate the risks and opportunities ahead.

About the speakers

Daryl Ho
Senior Investment Strategist, Chief Investment Office, DBS Bank

Daryl is an Investment Strategist with DBS Chief Investment Office with a decade of experience in the areas of banking and investments. He covers Fixed Income strategy for the bank.

Prior to joining DBS, he served as a Fixed Income Portfolio Manager managing mandates of up to USD20bn encompassing a range of strategies such as absolute return, benchmarked portfolios and Asset-Liability Management with institutional buy-side firms such as AIA Investment Management and Lion Global Investors. In his early career, he spent about 4 years in OCBC Bank where he held various roles in debt origination, credit analysis and corporate banking.

Daryl received a Bachelor of Chemical Engineering from the National University of Singapore in 2009, and a Master of Business Administration from the Singapore Management University in 2014. He has also been a CFA® Charterholder since 2017.

Jansen Phee
Head of Funds Investment Solutions, Asia Pacific, UBS Global Wealth Management

Jansen is the Head of Funds Investment Solutions for Asia Pacific at UBS Wealth Management, responsible for its fund offerings in the region. He is based in Singapore and chairs UBS’s Asia Pacific funds committee and is also a member of its global funds committee.

Jansen previously led the UBS Fixed Income and Equity discretionary teams and was the head of the domestic investment specialist team where he helped advise and structure investment solutions for clients. He has over 18 years of experience in investment advisory, discretionary management and research roles. Prior to re-joining UBS, he was with BNP Paribas WM as the Head of Equities within the Discretionary Portfolio Management team and before that a senior Investment Counselor. Jansen also spent time at Mercer Consulting as an Investment Consultant and at Citigroup Private Bank as an investment Portfolio Counselor.

Jansen graduated from the London School of Economics with Honours in Econometrics and Mathematical Economics.

Jim Cielinski, CFA
Global Head of Fixed Income, Janus Henderson Investors

Jim Cielinski is Global Head of Fixed Income at Janus Henderson Investors, a position he has held since 2017.

He oversees all of the global fixed income products and teams and leads Corporate Credit as well. Previously, Jim was the global head of fixed income for Columbia Threadneedle Investments from 2010. Prior to that, he spent 12 years at Goldman Sachs Asset Management as managing director and head of credit. Previously, he was head of fixed income for Utah Retirement Systems, assistant manager of taxable fixed income for Brown Brothers Harriman & Co., and an equity portfolio manager for First Security Investment Management.

Jim received Bachelor of Science degrees in Management and Finance from the University of Utah and an MBA with a concentration in Finance from New York University, Stern School of Business. He holds the Chartered Financial Analyst designation and has 37 years of financial industry experience.


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