Expert Insights

The world has witnessed ultra-easy conventional and unconventional monetary policy since the GFC, but three years ago it reached a point where that policy gradually needed to be removed. But this reversal, which had managed to elevate prices across a whole range of asset classes, became too much for markets... Show More

Jay Sivapalan

While it is easy for investors to conclude that Australia’s run of economic growth is coming to an end with a housing slowdown, a closer balanced analysis of the economy would indicate otherwise. We believe that Australia again will transition growth to other segments in 2019 and reach its 28th... Show More

Jay Sivapalan

As we look forward to 2019, we see further divergence of what the US Federal Reserve (Fed) will be doing relative to other central banks in terms of tightening the various forms of monetary policy that have been employed over the last decade. The Fed will continue to tighten monetary... Show More

Fund Manager Q&A

Fixed interest is a core part of any good portfolio, but just how well is the asset class understood? In this exclusive Q&A with Livewire, Jay Sivapalan, Co-Head of Australian Fixed Interest and Portfolio Manager at Janus Henderson Investors discusses the biggest theme in the market today, where he's seeing... Show More

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