Luke Newman

UK Absolute Return | Portfolio Manager
Luke Newman | Janus Henderson Investors

Luke Newman is a Portfolio Manager of UK equities at Janus Henderson Investors, a position he has held since he joined Henderson in 2011 as part of the Gartmore acquisition. From 2009 to 2011, Luke worked at Gartmore as co-manager on a number of funds. Prior to this, he was a portfolio manager at Altima Partners LLP from 2008 and F&C Asset Management from 2005. He began his career in 2000 with Deutsche Asset Management running high performance retail and institutional mandates.

Luke graduated with a BSc degree (Hons) in economics and politics from the University of Warwick. He has 20 years of financial industry experience.

Articles Written

Warning signs ahead for indebted companies: what are the investment implications?

Warning signs ahead for indebted companies: what are the investment implications?

With many companies facing concerns over liquidity and debt as lockdowns continue, is there a way to distinguish between the winners and losers? Luke Newman, UK equities portfolio manager, gives his thoughts on the opportunities and risks for both long and short investors.

An end to Schrödinger’s Brexit?

An end to Schrödinger’s Brexit?

Luke Newman, portfolio manager on the UK Absolute Return Strategy, gives his thoughts on some of the risks and opportunities he sees – on both the long and short side – in the months ahead, as trade talks begin between the UK and EU.

UK Absolute Return: flexibility is the tool of choice for 2020

UK Absolute Return: flexibility is the tool of choice for 2020

Luke Newman, portfolio manager on the UK Absolute Return strategy, gives his thoughts on UK markets as we move further into 2020, outlining key issues to note – both macroeconomic and political – that are likely to have an impact on share prices in the months ahead.

UK election: A winter of contentment?
Newsroom Brexit UK

UK election: A winter of contentment?

UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for markets, giving some insight into early post-vote trading activity.

UK Absolute Return: flexibility key amid market rotation

UK Absolute Return: flexibility key amid market rotation

Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.