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

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

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.

Stranded assets: a rising risk for credit investors?

Stranded assets: a rising risk for credit investors?

The rise of ESG considerations is creating stranded asset risks across industries, as companies work to protect their social licences to operate.

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.

Inside the bond market sell-off

Inside the bond market sell-off

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses what caused February’s bond market volatility and how the team are actively navigating the challenging conditions.

2021 outlook: Australian Fixed Interest
Global Perspectives

2021 outlook: Australian Fixed Interest

In this Q&A interview, Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors, discusses the themes that shaped 2020 and the trends to watch for in 2021.

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.

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.

Is infrastructure still defensive?

Is infrastructure still defensive?

COVID-19 has turned the world upside down and with it many investment principles. Members of the Janus Henderson Australian Fixed Interest Team discuss whether infrastructure is still a valid defensive investment.

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.