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For Institutional Investors in Australia

Sabrina Denis

Senior Portfolio Strategist

Sabrina Denis is a Senior Portfolio Strategist at Janus Henderson Investors, a role she has held since 2020. She is a member of the Portfolio Construction and Strategy Team focused on delivering actionable investment strategy and thought leadership to help clients in all aspects of the investment management process. Prior to joining the firm, Sabrina was at Goldman Sachs in London where she was an executive director in the investment strategy group since 2015, advising clients across EMEA on portfolio strategy.

Sabrina earned an undergraduate degree in socioeconomics from Friedrich-Alexander University – Erlangen-Nuremberg and an MSc in statistics from Ludwig-Maximilians University – Munich. She has 9 years of financial industry experience.

Articles Written

Thematic investing: A practitioner’s guide
Timely & Topical

Thematic investing: A practitioner’s guide

Thematic investing has the potential to offer equity investors the most direct exposure to the forces reshaping the global economy.

Reports of the death of 60/40 have been greatly exaggerated
Timely & Topical

Reports of the death of 60/40 have been greatly exaggerated

Why is it too early to call time on classic “60/40″ and traditional balanced portfolios? 

Public real estate: the window is still open
Investment Insights

Public real estate: the window is still open

The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.

Who dares wins: is now the time to add risk?
Timely & Topical

Who dares wins: is now the time to add risk?

The market consensus has been to de-risk in 2022, but is consensus now the right place to be?

The scarcity of sustainability: unintended asset allocation risks in sustainable model portfolios
Analysis & Studies

The scarcity of sustainability: unintended asset allocation risks in sustainable model portfolios

Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy Team examine whether unintended risks are introduced by a shift to ‘sustainable’ investing and the scarcity of allocation options.