What the ‘smart money’ is saying about Australia's future
Guest: Jay Sivapalan, Head of Australia Fixed Income, Janus Henderson Group
Fixed income investors have long held a reputation in markets as the ‘smart money’. With a focus on stability, income, and capital protect, and a propensity for complicated formulas and spreadsheets, fixed income investors…
Invest Talk with Matt Harvey, Eu Joe Chan and Jay Sivapalan
Matt Harvey is joined by two fixed Interest portfolio managers, Eu Joe Chan (BT Investment Solutions) and Jay Sivapalan (Janus Henderson) to discuss the recent volatility in bond markets. Eu Joe explains the cause for negative returns over the first quarter of this year while Jay provides his out…
Portfolio Management with Jay Sivapalan - Head of Aus. Fixed Interest at Janus Henderson
This week’s guest is Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, who talks to us about his role as lead portfolio manager of the Tactical Income Fund (Chi-X: TACT), his strategic approach to investing, and current market trends. We discuss the direction of interest rates, w…
The goldilocks buying opportunity is *almost* here in fixed income
Fixed income has always served a defensive role within investor portfolios. Normally, when growth is down and risk assets underperform, fixed income outperforms.
That’s under normal circumstances, though. In 2022, the Bloomberg aggregate bond index lost 13%. Why?
Introduce inflation, and the high…
90: Janus Henderson 2023 Australian Insurance Report
In this episode of the [i3] Podcast, we speak with Jay Sivapalan, Head of Australian Fixed Income at Janus Henderson about the company's 2023 Australian Insurance Report, a survey of insurance companies and their plans for their investment portfolios. The survey found that no less than 9 out of eve…
EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors
In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies.
The conve…
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