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Wednesday, January 18 |
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10:00 am ET | 3:00 pm GMT |
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Virtual |
While investors have weathered severe pain in fixed income this year, most are now seeing higher yields. Before unilaterally embracing higher yields, however, our experts discuss:
How not all yield is created equal.
Why a purposeful approach to accessing fixed income is warranted amid today’s uncertainty surrounding the Federal Reserve, the path of inflation, and the geopolitical environment.
Our Head of Fixed Income Strategy and Portfolio Manager for Multi-Sector Income will discuss the process by which his team dynamically finds risk-adjusted opportunities across fixed income sectors, while our Senior Portfolio Strategist digs into bond portfolios using a forward-looking framework to help navigate the uncertain path ahead.
Portfolio Manager
James Briggs is a Corporate Credit Portfolio Manager at Janus Henderson Investors responsible for the Global Investment Grade, Sterling Investment Grade, Buy and Maintain and UK Cautious Managed strategies. James joined Henderson in 2005 as a credit analyst and was named a portfolio manager in 2010. Prior to this, he was a credit analyst with BlueBay Asset Management and a high-yield analyst with Invesco Asset Management.
James graduated with a BA degree (Hons) in philosophy from University College London. He is a member of the Institute of Chartered Accountants in England and Wales and holds the Chartered Financial Analyst designation. He has 25 years of financial industry experience.
Portfolio Manager
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 recognised as a Distinguished Graduate in the management department. He has 17 years of financial industry experience.
Portfolio Manager
Brad Smith is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the U.S. Buy and Maintain, Global Investment Grade Bond, U.S. Corporate Credit, Long Duration and Global Responsible Managed strategies as well as the Sustainable Corporate Bond ETF. Additionally, he is an Assistant Portfolio Manager on the Sustainable & Impact Core Bond ETF. Prior to his appointment to portfolio manager, he was credit analyst and assistant portfolio manager at Janus Henderson Investors, positions he held since 2010 and 2019, respectively.Brad received his bachelor of arts degree in economics and international studies from the University of Richmond, graduating magna cum laude and with honours in the economics program and a master of science degree in international relations from the London School of Economics. He has 13 years of financial industry experience.
Portfolio Manager
Tim Winstone is a Corporate Credit Portfolio Manager at Janus Henderson Investors, a position he has held since joining Henderson in 2015. Tim co-manages the European Investment Grade, Global Investment Grade, European High Yield, Global High Yield, and Global Responsible Managed strategies. Prior to Henderson, he was an executive director, senior fixed income portfolio manager and part of the global credit team at UBS Global Asset Management. He began his career as a portfolio assistant at Thesis Asset Management and has worked in global credit since 2004.
Tim earned a BSc degree (Hons) in mathematics from the University of Bristol. He holds the Chartered Financial Analyst designation and the Investment Management Certificate and passed the Regulation and Compliance unit of the CISI Diploma. He has 20 years of financial industry experience.
Associate Portfolio Manager
Carl Jones is a Corporate Credit Associate Portfolio Manager at Janus Henderson Investors, a position he has held since 2022. Before this, he was a portfolio analyst in the fixed income department with the firm. Carl joined the firm in 2017 as a performance analyst. Before that, he was a performance analyst with Sanlam FOUR from 2015. Earlier, he was a performance analyst with Neptune Investment management from 2013.Carl began his career in 2011 with Invesco Perpetual.
Carl has a BSc degree in mathematics and finance from Exeter University. He holds the Chartered Financial Analyst designation and the Investment Management Certificate (IMC) and has 12 years of financial industry experience.