For qualified investors in Chile

Sabrina Geppert

Senior Portfolio Strategist
Sabrina Geppert

Sabrina Geppert 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 focussed 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 8 years of financial industry experience.

Articles Written

Trends and opportunities: Sustainability edition
Analysis & Studies

Trends and opportunities: Sustainability edition

The Portfolio Construction and Strategy Team provide a hands-on guide to tackling the challenge of portfolio decarbonisation.

Public versus private real estate: similar assets, different prices
Timely & Topical

Public versus private real estate: similar assets, different prices

Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.

Alternatives and downside protection
Timely & Topical

Alternatives and downside protection

Can an allocation to alternatives potentially help to reduce the impact of long-term market volatility on a portfolio, rather than trying to time the market?

Global Perspectives: PCS Team offers shock therapy for market turmoil
Features & Outlooks

Global Perspectives: PCS Team offers shock therapy for market turmoil

The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”

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?

Shock therapy: Portfolio solutions for this year’s market turmoil
Features & Outlooks

Shock therapy: Portfolio solutions for this year’s market turmoil

The Portfolio Construction and Strategy Team offers therapy for recent market shocks by offering long-term perspective and potential solutions.

Quality is a virtue
Analysis & Studies

Quality is a virtue

In a unique recovery environment, sector and style decisions should not be based on a traditional recovery playbook.

Why invest in tech stocks now?
Timely & Topical

Why invest in tech stocks now?

Despite the challenging macroeconomic outlook, technology retains a critical societal role.

2022 – a defining moment for sustainable investing

2022 – a defining moment for sustainable investing

Why is an active, forward-looking approach so important for sustainable investing in 2022.

Alternatives: the right time, the right place

Alternatives: the right time, the right place

What role should alternative investments play in portfolio construction going forward?

Manage market vertigo with balanced strategies

Manage market vertigo with balanced strategies

A successful allocation to a balanced fund may help encourage investors to stay the course and avoid the temptation of market timing.

Here’s why you should consider staying invested in tech stocks
Timely & Topical

Here’s why you should consider staying invested in tech stocks

A discussion on why an allocation to technology is essential in a diversified portfolio.