Please ensure Javascript is enabled for purposes of website accessibility Matthew Bullock - Janus Henderson Investors
For institutional investors in Denmark

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy

Matthew Bullock is EMEA Head of Portfolio Construction and Strategy at Janus Henderson Investors. In this role, he works to extend institutional and intermediary client engagement models to clients across EMEA and leads the London-based portfolio strategist team. Prior to joining the firm in 2022, Matthew was an investment director, multi-strategy solutions & thematics at Wellington Management from 2015. Before that, he was director, multi-asset investment strategist at BlackRock from 2011. He held product development roles, first as a product manager/structurer at Ord Minnett Group from 2006 to 2009 and later as product development manager at BT Investment Management (now Pendal Group). Matthew served as head of structured products/fund manager research at Aegis Equities Research from 2005 to 2006. He began his career at the Australian Prudential Regulation Authority as a senior analyst in 2003.

Matthew received bachelor of economics (Hons) and bachelor of commerce degrees, both from the University of Newcastle in Australia. He has 21 years of financial industry experience.

 

Articles Written

Global Perspectives: AI – Invest with patience
Timely & Topical

Global Perspectives: AI – Invest with patience

Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.

Global Perspectives: European equities tapping into global tech themes
Features & Outlooks

Global Perspectives: European equities tapping into global tech themes

Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.

Sifting the wheat from the chaff: a closer look at small cap opportunities
Timely & Topical

Sifting the wheat from the chaff: a closer look at small cap opportunities

Unloved and undervalued – but with peak interest rates seemingly behind us in this cycle, are small caps well placed to benefit? The PCS Team considers the prospects for small caps.

With a growing economy and strong markets, equity investors should focus on earnings
Timely & Topical

With a growing economy and strong markets, equity investors should focus on earnings

The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.

Actively allocating to thematic equity winners
Timely & Topical

Actively allocating to thematic equity winners

Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.

U.S. securitized: The price you pay determines the value you get
Timely & Topical

U.S. securitized: The price you pay determines the value you get

In their mid-year outlook, the PCS Team at Janus Henderson discusses how pricing disparities between U.S. securitized and corporate bonds are creating opportunities for investors.

Navigating new heights: Elevated yields unlock fixed income opportunities
Features & Outlooks

Navigating new heights: Elevated yields unlock fixed income opportunities

In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.

Global Perspectives: Where do we go from here?
Features & Outlooks

Global Perspectives: Where do we go from here?

Hear the views of our asset class heads on market drivers for the second half of the year.

Global Perspectives: Where do we go from here?
Features & Outlooks

Global Perspectives: Where do we go from here?

Hear the views of our asset class heads on market drivers for the second half of the year.

Investing in AI? It’s no place for passive
Timely & Topical

Investing in AI? It’s no place for passive

The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.

Capitalising on technology stocks for higher growth and return potential
Timely & Topical

Capitalising on technology stocks for higher growth and return potential

Explaining the impact of an allocation to technology stocks on a portfolio.

Harnessing the power of sustainable investing in your portfolio
Timely & Topical

Harnessing the power of sustainable investing in your portfolio

What can an allocation to sustainable investments do for your portfolio?