For wholesale investors in Australia

Tal Lomnitzer, CFA

Senior Investment Manager

Tal Lomnitzer is a Senior Investment Manager on the Global Natural Resources Team at Janus Henderson Investors, a position he has held since 2019. Prior to this, he was deputy head of global resources and fund manager at Colonial First State Global Asset Management from 2011. He launched and ran various global resources and energy funds at Merchant Capital, NewSmith Capital, and ORN Capital, where he was a partner from 2010, 2007, and 2004, respectively. Tal began his career in 1998 at Morgan Grenfell/Deutsche Asset Management.

Tal received first class BA and MA degrees in economics from Cambridge University. He holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.

Articles Written

Where the ESG Rubber Meets the Road

Where the ESG Rubber Meets the Road

While standardized ESG reporting is necessary, investing in high-quality companies also demands an assessment of corporate culture.

Quick view: The day the oil price went negative

Quick view: The day the oil price went negative

Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains how oil prices went into negative territory and what this means for oil sector equities and the Team’s outlook.

The surprising case for natural resources

The surprising case for natural resources

Tal Lomnitzer, senior portfolio manager in the Janus Henderson Global Natural Resources Team, discusses the strong demand for resources fuelled by evolving global energy needs as well as the merits of a long-term allocation to the asset class as part of a balanced portfolio.

Yield curve inversion and the mining sector… fear not

Yield curve inversion and the mining sector… fear not

US Treasury spreads are at their lowest level in more than a decade and an inverted US yield curve is typically a precursor of a recession. Given the mining sector’s sensitivity to economic growth prospects, this could be seen as a harbinger of underperformance. Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains why they are not concerned.