Guest: Jay Sivapalan, Head of Australia Fixed Income, Janus Henderson Group
Fixed income investors have long held a reputation in markets as the ‘smart money’. With a focus on stability, income, and capital protect, and a propensity for complicated formulas and spreadsheets, fixed income investors often have a better idea of what’s happening in markets than just about anyone else. So, when Jay Sivapalan, one of the most respected fixed income managers in the country talks about the future of the Australian economy, interest rates, and housing, you can be sure there’ll be some outstanding insights. This conversation was no exception.
In this week’s episode of The Rules of Investing podcast, we hear why investing is so different today to when he joined the industry 20 years ago, and he shares his views on what could lie ahead over the next 12 months.
Making money from market falls
Investing through uncertainty
The Rules of Investing: The virus that affects all assets
The Rules of Investing: A bright future for growth investing
The Rules of Investing: Navigating the late cycle with Paul Moore
The Rules of Investing: Feast and Famine with Allan Gray
The Rules of Investing: How Alex Waislitz uncovers hidden gems
The Rules of Investing: Is Value Dead?
The Rules of Investing: Geoff Wilson and his love affair with LICs
The Rules of Investing: The Age of Longevity
The Rules of Investing: Peter Cooper’s next big idea
The Rules of Investing: Investing in a world of rising rates
The Rules of Investing: The Dividend Dilemma
The Rules of Investing - Global tech giants
The Rules of Investing: A housing correction, or a crash?
The Rules of Investing: The VC's perspective
The Rules of Investing: Bitcoin - The best bull market in finance
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast