Jay Sivapalan, CFA
Jay Sivapalan is Head of Australian Fixed Interest at Janus Henderson Investors. He manages the Australian fixed interest portfolios and is responsible for formulating interest rate and sector strategies employed within the portfolios and working closely with key fixed interest clients. Jay joined Henderson in 2015 as part of the acquisition of Perennial Fixed Interest, where most recently he was partner and senior portfolio manager. He came to Perennial in 2001, initially heading the quantitative area within the Perennial group before transitioning to the Australian fixed interest team in 2004. Prior to this, he was employed at Mercer, where he performed actuarial consulting work for superannuation clients. Before that, he worked at AXA in an actuarial role.
Jay earned a BCom degree in actuarial and finance from the University of Melbourne. He holds the Chartered Financial Analyst designation and has 26 years of financial industry experience.
Products Managed
Articles Written
Australian Fixed Interest: Unveiling the road ahead in 2024
Jay Sivapalan, Head of Australian Fixed Interest, Shan Kwee, Porfolio Manager and Emma Lawson, Fixed Interest Strategist – Macroeconomics share the investment outlook for 2024 and identify the macro themes investors should take into consideration as they navigate the future of fixed income.
Bond markets: Much ado about duration
Intense discussions about the merits of duration are usually reserved for a select few bond market enthusiasts with less than average social attributes; the type that’s not likely to be at a weekend party. Yet today, almost every investor has something to say about this age-old topic.
Bond markets: The reversal of cheap money was always going to be bumpy
Jay Sivapalan, Head of Australian Fixed Interest, discusses the recent financial crises across SVB and Credit Suisse.
Australian Fixed Interest: The three big themes you can’t ignore
Jay Sivapalan, Head of Australian Fixed Interest, identifies three macro themes investors should bear in mind as they navigate the evolving investment landscape.
Bond markets: A historically significant week
Jay Sivapalan discusses what just happened in bond markets and how the Janus Henderson Australian Fixed Interest team are positioning portfolios in the current environment.
The world has changed: Implications for bond market investors
Jay Sivapalan, Head of Australian Fixed Interest, discusses the very different investment landscape we find ourselves in after the pandemic and how fixed interest investors can navigate the very different path ahead.
Four ways institutional investors can seek incremental yields
Jay Sivapalan, Head of Australian Fixed Interest, and Shan Kwee, Portfolio Manager, discuss how far fixed interest markets have come in the past 12 months and outline four ways institutional investors can seek incremental yield opportunities.
How the airport sector weathered the pandemic storm
Jay Sivapalan, Head of Australian Fixed Interest, and Dinesh Kuhadas, Credit Analyst, provide a deep-dive on the airport sector’s experience through the pandemic and discuss how research and company engagement help identify rare investment opportunities in turbulent markets.
Bond markets and house prices: Something’s gotta give
Jay Sivapalan, Head of Australian Fixed Interest, and Dinesh Kuhadas, Credit Analyst, discuss how realistic the market’s cash rate expectations are, given the potential for harm to the economy and financial stability.
Australian Fixed Interest: Bond markets and opportunistic investments
In the wake of the US Federal Reserve hiking rates, Jay Sivapalan, Head of Australian Fixed Interest, discusses the implications and opportunities given expectations that the RBA will soon follow suit.
Russia/Ukraine: Implications for Australian fixed interest
Jay Sivapalan, Head of Australian Fixed Interest, discusses what the unfolding situation in Ukraine means for Australian Fixed Interest and the team’s investment strategies.
Positive impact investing: Can you do well by doing good?
Jay Sivapalan, Head of Australian Fixed Interest, and Artee Khiatani, Credit Analyst – ESG, explain how positive impact credit securities can achieve incremental returns relative to their non-impact equivalents.