Fixed income investors have long held a reputation in markets as the smart money. With a focus on stability, income, and capital protection, and a propensity for complicated formulas and spreadsheets, fixed income investors often have a better idea of whats 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 therell be some outstanding insights. This conversation was no exception.
In this weeks 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 coul…
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