Daniel Siluk
Daniel Siluk is a Portfolio Manager on the Absolute Return Income Team at Kapstream Capital, a subsidiary of Janus Henderson Investors, which acquired Kapstream in 2015. Prior to joining Kapstream in 2009, he served as manager of investment analytics at Challenger, a position he held from 2007 to 2009. While there, he provided attribution and risk metrics for the firm’s internal funds management business as well as their boutique partnerships, which included Kapstream. Before Challenger, he spent four years in London, where he implemented and tested attribution and risk systems for Insight Investment, the funds management arm of Halifax Bank of Scotland, and Northern Trust.
Daniel received a bachelor of applied finance degree from Macquarie University. He has 19 years of financial industry experience.
Products Managed
Articles Written
On the future path of rates: Pause does not equal pivot
While the pace of rate increases may slow in coming months, the Federal Reserve’s objective of achieving price stability is far from over.
Global Perspectives: Short duration takes the spotlight in fixed income
A discussion on how investors can navigate the short-duration opportunity set within fixed income.
Another step towards policy tightening – with a caveat
Cautioning against classifying the Fed’s interest rate ‘liftoff’ decision as being unequivocally hawkish.
Fed Up? The fallout from overly sweetened monetary policy
Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.
A balancing act for both monetary policy and bond investors
Portfolio Managers Jason England and Dan Siluk explain that inflation expectations and their influence on monetary policy will go a long way in dictating the way forward for global bond markets.
Taking cues from a “methodical” Fed
With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.