In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies.

The conversation explores:

• How China's leadership in renewable energy, shipbuilding, and electric vehicles is opening fresh investment opportunities

• The race for technological dominance, particularly in AI, and its impact in transforming industries, reshaping supply chains, and redefining global trade and security

• Australia's need to diversify its export mix, pointing to opportunities in services, education, tourism

• How active management in fixed interest is unlocking high-yield opportunities across government, corporate, and infrastructure debt

• The importance of long-term thinking and understanding how policy and regulatory factors influence portfolio performance