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

Federal Budget 2020: Covid coma circuit breaker?
Investment Viewpoints

Federal Budget 2020: Covid coma circuit breaker?

Jay Sivapalan, Head of Australian Fixed Interest, and Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provide their take on the Australian Federal Budget.

Why we’re investing in our ESG capabilities
Investment Viewpoints

Why we’re investing in our ESG capabilities

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses the role fixed interest investment managers can play in representing clients and society more broadly on ESG factors.

A wild ride for inflation expectations
Investment Viewpoints

A wild ride for inflation expectations

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses why inflation expectations have rallied since their ebb in March and what it means for fixed income investors.

Active matters – an Australian fixed interest perspective

Active matters – an Australian fixed interest perspective

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses why now more than ever an active approach to investing in fixed interest is vital.

Australian credit market Q&A

Australian credit market Q&A

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses the credit market and how the team are actively managing the portfolios ahead of a looming de-leveraging cycle.

Australian Fixed Interest: Positioning for the recovery

Australian Fixed Interest: Positioning for the recovery

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, describes how the massive monetary and fiscal ‘welfare’ responses are supporting the economy and providing investment opportunities.

Quick view: The importance of liquidity

Quick view: The importance of liquidity

Jay Sivapalan, Head of Australian Fixed Interest, provides his view on the liquidity challenges currently affecting the market and how central banks will need to do more through the COVID-19 crisis.

When the economy stops

When the economy stops

Jay Sivapalan, Head of Australian Fixed Interest, provides some observations on the coming economic ‘stop’, the necessary policies for this unusual crisis and details how the Australian Fixed Interest team are managing their strategies through the market turbulence.

Coronavirus: Threats and opportunities in Australian Fixed Interest

Coronavirus: Threats and opportunities in Australian Fixed Interest

Jay Sivapalan, Head of Australian Fixed Interest, describes how the Janus Henderson Australian Fixed Interest Team are closely monitoring and responding to the Coronavirus’ impact on the market.

Navigating market overshoots
Investment Viewpoints

Navigating market overshoots

Jay Sivapalan, Co-Head of Australian Fixed Interest at Janus Henderson Investors, brings the team’s investment philosophy to life, describing how they capitalise on market inefficiencies.

2020 outlook: Australian Fixed Interest
Investment Viewpoints

2020 outlook: Australian Fixed Interest

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors, discusses the themes that shaped 2019 and the key trends to watch for in 2020.

2019 outlook: Australian fixed interest
Global Perspectives

2019 outlook: Australian fixed interest

Jay Sivapalan, Head of Australian Fixed Interest, discusses the key themes, risks and opportunities for Australian fixed interest in 2019.