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Alison Porter

Portfolio Manager
Alison Porter | Janus Henderson Investors

Alison Porter is a Portfolio Manager at Janus Henderson Investors, a position she has held since joining Henderson in 2014. She is responsible for co-managing the Global Technology Leaders and Sustainable Future Technologies strategies. Prior to Henderson, she was at Ignis Asset Management (formerly Resolution and Britannic Asset Management) as an investment analyst, portfolio manager, and head of US equities.

Alison has a BA degree (Hons) in economics and industrial relations from the University of Strathclyde and a master’s degree in investment analysis from the University of Stirling. She has 28 years of financial industry experience.

Articles Written

AI ChatGPT – the next great hype cycle?
Timely & Topical

AI ChatGPT – the next great hype cycle?

A discussion on ChatGPT and the implications of its release on the tech sector.

How can technology enable carbon markets?
Timely & Topical

How can technology enable carbon markets?

Key takeaways from COP27 and a discussion about how technology can facilitate credible and meaningful carbon markets.

A focus on rational expectations key for technology stocks
Timely & Topical

A focus on rational expectations key for technology stocks

A discussion on valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.

How can technology address inflation?
Timely & Topical

How can technology address inflation?

Reasons why companies may look to technology to reduce the effects of inflation.

1 year on: Navigating Inflation through resiliency and growth

1 year on: Navigating Inflation through resiliency and growth

Hamish Chamberlayne, Head of Global Sustainable Equities, and Alison Porter, Portfolio Manager, look back on a year of turbulence and discuss some of the long-term growth opportunities being accelerated by the inflationary, recessionary and geopolitical challenges that we currently face.

The case for technology equities
Analysis & Studies

The case for technology equities

While many technology companies have found themselves on the wrong side of the disruption cycle, an allocation to tech equities can be rewarding over the long term.

Healthcare tech: interesting opportunities but beware the hype
Analysis & Studies

Healthcare tech: interesting opportunities but beware the hype

Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?

Metaverse: the next big computer revolution

Metaverse: the next big computer revolution

Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.

How do ESG factors impact valuations within the technology sector?
Features & Outlooks

How do ESG factors impact valuations within the technology sector?

Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.

Cybersecurity: building a safer online world

Cybersecurity: building a safer online world

Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.

Smartphones on wheels

Smartphones on wheels

There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.

‘A third way’ to sustain the gig economy
Features & Outlooks

‘A third way’ to sustain the gig economy

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.