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For institutional investors in Denmark

Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist

Mario Aguilar De Irmay is a Senior Portfolio Strategist at Janus Henderson Investors, a position he has held since 2021. He is a member of the Portfolio Construction and Strategy Team focused on asset allocation analytics for the Latin American, U.S. Offshore and Iberian regions. Prior to joining the firm, Mario was an EMEA client relations director at Wells Fargo Asset Management from 2013. He was a director, EMEA client services at Markov Processes International from 2007. Earlier, he was and economic development consultant from 2004 to 2005. He began his career as an external debt operations analyst for Central Bank of Bolivia in 2003.

Mario received a bachelor’s degree in economics from the Universidad Católica Boliviana and an MBA with a concentration in finance from Syracuse University, Martin J. Whitman School of Management under a Fulbright scholarship. He is a member of the CFA Society of the UK. He holds the Chartered Financial Analyst designation and the Investment Management Certificate (IMC). He has 19 years of financial industry experience.

Articles Written

The importance of thematic investing for your portfolio
Timely & Topical

The importance of thematic investing for your portfolio

What role could thematic investing play in your portfolio?

Thematic investing: A practitioner’s guide
Timely & Topical

Thematic investing: A practitioner’s guide

Thematic investing has the potential to offer equity investors the most direct exposure to the forces reshaping the global economy.

Reports of the death of 60/40 have been greatly exaggerated
Timely & Topical

Reports of the death of 60/40 have been greatly exaggerated

Why is it too early to call time on classic “60/40″ and traditional balanced portfolios? 

Public real estate: the window is still open
Investment Insights

Public real estate: the window is still open

The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.

Portfolio pivot? Balancing defense and offense
Features & Outlooks

Portfolio pivot? Balancing defense and offense

An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.

Look beneath the surface for small- and mid-cap opportunities
Timely & Topical

Look beneath the surface for small- and mid-cap opportunities

Why the small- and mid-cap space may present opportunities in the current economic environment.

When market volatility creates opportunity
Features & Outlooks

When market volatility creates opportunity

The PCS Team explores the implications of this year’s volatility and offers actionable ideas to capture the resulting opportunities.

Global Perspectives: Making sense of market trends for portfolio construction
Features & Outlooks

Global Perspectives: Making sense of market trends for portfolio construction

The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.

European Equity: A warmer spring after a cold winter?
Analysis & Studies

European Equity: A warmer spring after a cold winter?

The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.

Healthcare: Immunity from the downturn?
Analysis & Studies

Healthcare: Immunity from the downturn?

The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.

Back to basics with intermediate duration
Analysis & Studies

Back to basics with intermediate duration

After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.

Starting ahead with a strong yield
Analysis & Studies

Starting ahead with a strong yield

The PCS Team explains why certain trends may prove to be supportive for both investment-grade and high-yield credit in 2023.