Marc Pinto is a Portfolio Manager at Janus Henderson Investors responsible for the Opportunistic Growth strategy. He also co-manages the Balanced and Growth & Income strategies. Before joining Janus as a research analyst in 1994, Marc worked as an associate in the investment banking division at Goldman Sachs and as a research associate at Fred Alger Management.
Marc received his bachelor of arts degree in history from Yale University and his MBA from Harvard Business School, where he graduated with distinction. He holds the Chartered Financial Analyst designation and has 38 years of financial industry experience.
Marc Pinto, gérant de portefeuille de l’équipe Janus Henderson Balanced, explique pourquoi il est important de conserver une gestion active pour faire face au ralentissement économique et se positionner en vue d’une reprise potentielle.
In this video, Marc Pinto, Portfolio Manager on the Janus Henderson Balanced team, reiterates the flexibility and defensive focus of the strategy, giving a broad overview of recent moves towards higher-quality holdings, and readiness to re-evaluate positioning should market conditions change.
Dans cette vidéo, Marc Pinto, gérant de portefeuille au sein de l’équipe Janus Henderson Balanced, réaffirme la flexibilité et la dominante défensive de la stratégie, en donnant un large aperçu des récents ajustements en faveur de positions de meilleure qualité, ainsi que sa capacité à permettre de réévaluer le positionnement en cas de changement des conditions de marché.
Balanced portfolio manager Marc Pinto looks at the prospects for domestic US equities, following a turbulent 2018, and some of the themes that he believes could create value over time. He also considers some of the key issues facing fixed income markets.
In this article, portfolio manager Marc Pinto discusses the appeal of an actively managed US multi-asset strategy in a late-cycle environment characterised by geopolitical uncertainty. He also looks at how a collaborative approach between equity and fixed income teams can open the door to investment opportunities that might otherwise be missed.
Volatility has returned to markets in 2018, with investors unsettled by US President Trump’s decision to take a combative stance on international trade, and with central banks globally signaling an end to the era of easy money. In this article, Marc Pinto, portfolio manager on the Janus Henderson Balanced Fund, discusses the important role a balanced multi-asset strategy can play in more uncertain market conditions.
Impressed by the resilience of the markets, portfolio manager Marc Pinto explains why he believes that investors should not be deterred by higher volatility, given the favourable backdrop for equities.
Meanwhile, Darrell Watters, Head of US Fundamental Fixed Income, expects a difficult environment for credit markets.