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.
Matthew Kidman: Get ready to run with the bulls
Hedge fund managers never name their shorts. This one does...
Bob Desmond names his ”forever” stock
Trailer: Bob Desmond, Claremont Global
3 reasons why the US economy has achieved a miraculous ”soft landing”
Blackwattle’s Ray David is raising red flags about market darling CSL
Trailer: Blackwattle’s Ray David is raising red flags about market darling CSL
Livewire Live is back in 2023!
What do counting cars and delivering an 18% pa return for investors have in common?
Regal’s ultimate guide to microcap investing in 2023
Trailer: The ultimate guide to microcap investing in 2023
The only ASX stock with a return on equity of over 50%
Oscar Oberg: Small caps are primed to rally, and it doesn’t happen without these stocks
Trailer: Small caps are primed to rally, and it doesn’t happen without these stocks
Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom drawer)
Trailer: Fidelity’s Paul Taylor reveals his secret sauce for finding long-term compounders
This energy company hasn’t seen conditions this good in 25 years
Trailer: This energy company hasn’t seen conditions this good in 25 years
Giselle Roux’s fluff-free take on the market (and where you can find opportunity today)
Trailer: Giselle Roux
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