For Institutional Investors in Australia

Jay Sivapalan, CFA

Head of Australian Fixed Interest | Portfolio Manager
Jay Sivapalan | Janus Henderson Investors

Jay Sivapalan is Head of Australian Fixed Interest at Janus Henderson Investors. He is also a Portfolio Manager and manages the Australian fixed interest portfolios. His responsibilities include 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 22 years of financial industry experience.

Articles Written

Australian Fixed Interest: The three big themes you can’t ignore

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.

2023 outlook: Australian fixed interest
Timely & Topical

2023 outlook: Australian fixed interest

Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for the year ahead.

Bond markets: A historically significant week

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

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

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

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

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

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

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?

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.

View from the desk: Australia’s bond yield eruption

View from the desk: Australia’s bond yield eruption

Amid the wild swings in the bond market and the RBA’s new stance, Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, provides his perspective on the threats and opportunities.

Quick view: The implications of rising inflation

Quick view: The implications of rising inflation

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, explains how the team are actively managing the impact of rising inflation expectations.