Sabrina Denis
Sabrina Denis 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 focused 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 9 years of financial industry experience.
Articles Written
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
The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.
Actively allocating to thematic equity winners
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
Why the 60/40 is still alive and how investors can benefit from a balanced fund in their portfolio
Three versatile use cases for balanced funds in investor portfolios.
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
What can an allocation to sustainable investments do for your portfolio?
Positioned for recovery, backed by income – why listed property deserves a place in portfolios
Characteristics and benefits of a listed property allocation in a diversified investment portfolio.
Investing in growth and resilience through healthcare
The Healthcare sector is one of four areas that the PCS Team have identified as having sizeable growth opportunities going forward.
The importance of thematic investing for your portfolio
What role could thematic investing play in your portfolio?
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.
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
Why the small- and mid-cap space may present opportunities in the current economic environment.