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Portfolio Management with Jay Sivapalan - Head of Aus. Fixed Interest at Janus Henderson
Manage episode 297909516 series 2939862
This week’s guest is Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, who talks to us about his role as lead portfolio manager of the Tactical Income Fund (Chi-X: TACT), his strategic approach to investing, and current market trends. We discuss the direction of interest rates, why near-term inflation is transient, and how financial markets are recovering from the COVID-19 pandemic.
52 episodes
Manage episode 297909516 series 2939862
This week’s guest is Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, who talks to us about his role as lead portfolio manager of the Tactical Income Fund (Chi-X: TACT), his strategic approach to investing, and current market trends. We discuss the direction of interest rates, why near-term inflation is transient, and how financial markets are recovering from the COVID-19 pandemic.
52 episodes
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