For wholesale investors in Australia

Jay Sivapalan, CFA

Head of Australian Fixed Interest | Portfolio Manager

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

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.

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.

Webinar: Inflation, war and rising interest rates

Webinar: Inflation, war and rising interest rates

Watch Jay Sivapalan, Head of Australian Fixed Interest, as he discusses the current macroeconomic environment, the importance of active management and provides a strategy update. Financial Planning Association CPD hours will be available for this session.

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.

2022 outlook: Australian Fixed Interest
Analysis & Studies

2022 outlook: Australian Fixed Interest

Jay Sivapalan, Head of Australian Fixed Interest, discusses the path ahead for the Australian economy and what it means for the fixed interest outlook.

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.

October flash crash: What’s driving the bond market?

October flash crash: What’s driving the bond market?

Jay Sivapalan, Head of Australian Fixed Interest discusses what has been driving the bond market’s volatility over October.

Australian Fixed Interest: Financial year in review

Australian Fixed Interest: Financial year in review

Jay Sivapalan, Head of Australian Fixed Interest, looks at the 2020/21 financial year, the key events, implications and outlook for the year ahead.