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Portfolio Management with Jay Sivapalan - Head of Aus. Fixed Interest at Janus Henderson

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Manage episode 297909516 series 2939862
Content provided by Fixed Income News Australia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fixed Income News Australia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

52 episodes

Artwork
iconShare
 
Manage episode 297909516 series 2939862
Content provided by Fixed Income News Australia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fixed Income News Australia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

52 episodes

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