Bonds are back: Finding an optimal allocation for ongoing Fed, inflation, and growth risks – Janus Henderson Investors – 2.28.23

Summary:

Now On Demand

The tremendous pain felt in fixed income in 2022 leaves bonds positioned for strong potential gains in 2023. However, not all fixed income is created equal and certain sectors might be more appropriate given current markets risks and investor needs. Listen to our Portfolio Construction Strategist and fixed income Portfolio Managers discuss the playbook for the year ahead.

Speakers:

Seth Meyer is Head of Fixed Income Strategy at Janus Henderson Investors, a role he has held since 2022. In this role, Seth informs on the strategic direction and ESG strategy of the fixed income platform, and leads the client portfolio manager team. Additionally, he is a Portfolio Manager responsible for co-managing the US and Global High Yield, Multi-Sector Credit and Short Duration High Yield strategies. Seth was promoted to assistant portfolio manager supporting primarily the High Yield and Short Duration High Yield strategies in 2012. He joined Janus in 2004 as a product manager covering a variety of equity and fixed income strategies before becoming a credit analyst. Prior to Janus, he was a consultant relations manager at OppenheimerFunds. Seth received his bachelor of science degree in business administration with a concentration in finance from the University of Colorado. He holds the Chartered Financial Analyst designation and has 25 years of financial industry experience.

Michael Keough is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the Core Plus, Global Investment Grade, Short Duration, and Intermediate Fixed Income strategies. Additionally, he co-manages the U.S. Corporate Credit, Long Duration strategies and the Sustainable Corporate Bond ETF. Michael has also co-managed the fixed income portion of the Balanced strategy since 2019. He joined Janus as a research analyst in 2007. Prior to his investment management career, he served as a captain in the United States Air Force working as a defense acquisition officer. Michael received his bachelor of science degree in business management from the United States Air Force Academy, where he was recognized as a Distinguished Graduate in the management department. He has 17 years of financial industry experience.

Lara Reinhard is a Senior Portfolio Strategist at Janus Henderson Investors, a position she has held since 2021. She is a member of the Portfolio Construction and Strategy Team focused on delivering actionable investment strategy and thought leadership to help clients with all aspects of the investment management process. Previous to her current role, Lara was a portfolio strategist at the firm from 2019 and a senior internal sales consultant for all Janus Henderson-related products and the Knowledge Labs® curriculum from 2016. Prior to joining Janus, she was an investment banking associate at Wells Fargo Securities and Piper Jaffray in Denver. Lara received her bachelor of arts degree in mathematics from Boston College, graduating magna cum laude. She holds the Chartered Financial Analyst designation and has 10 years of financial industry experience.