Everyone Hates Bonds. Why Two Bond Managers Say You're Hating the Wrong Ones

Podcast: Excess Returns · Excess Returns

Opublikowano: 2026-09-10

John Kerschner and Michael Contopoulos of Janus Henderson join Matt Zeigler to explain why persistent inflation and higher interest rates call for a different approach to bond investing. They explore short-duration bonds, AAA CLOs, mortgage-backed securities and how investors can rethink the fixed income allocation in a 60/40 portfolio. The conversation covers why traditional bond benchmarks may deliver too much interest rate risk for their yield, how ETFs expand access to securitized credit, and why the AI buildout could add to inflation rather than solve it. High-Conviction Views: The time for short-duration bonds https://www...