Jay Sivapalan, CFA
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 25 years of financial industry experience.
Articles Written
Introducing GOOD – Janus Henderson Sustainable Credit
Join Jay Sivapalan, Head of Australian Fixed Interest and Shan Kwee, Portfolio Manager – Credit as they introduce the Fund and detail how they build a portfolio of credit securities which aim to make positive contributions to people and the planet.
Bonds are back: What’s next for fixed interest in 2023?
2022 was a year to forget for fixed interest investors, but 2023 is shaping up very differently.
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.
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
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.
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.
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
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.