Luke Newman
Portfolio Manager
Luke Newman is Portfolio Manager on the Absolute Return Equities Team 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 fund 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 26 years of financial industry experience.
Articles Written
Absolute return: In a less forgiving world, where do returns come from?
Has relentless geopolitical uncertainty forced investors to rethink resilience, flexibility and the role of long/short strategies in portfolios?
Chart to Watch: When markets are on edge, it pays to be prepared
As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
Absolute return: Tech and trust in a hyper competitive world
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
CEO Sessions: Active stock picking can help investors to chart the potential in Europe
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
Absolute return: why discipline matters in today’s market
Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
Global Perspectives: Investment outlook 2026 (EMEA)
Join Janus Henderson’s investment experts as they discuss the market outlook for 2026, focusing on AI’s growth potential, the K-shaped economy, and strategies for managing the higher cost of capital. Learn how to optimise portfolios amidst evolving risks and opportunities.
Absolute return: Building resilience in volatile markets
Why absolute return strategies are set to play a pivotal role in 2026, offering diversification and resilience to offset uncertainty and evolving market dynamics.
CEO Sessions: Equity opportunities in the U.S. and beyond
At JHI’s recent Madrid Investment Summit, Ali spoke with Jeremiah Buckley and Luke Newman about where they are finding the most compelling opportunities within equities.
Absolute return: A survival guide to volatile markets
In today’s uncertain environment, how can investors leverage stock dispersion to turn market chaos into profitable opportunities?
Janus Henderson Live: Actively navigating geopolitical realignment
At the Janus Henderson London Investment Conference, experts discussed the implementation of 2025’s new political environment on portfolios and highlighted strategies to help position for a brighter investment future.
Global Perspectives: Exploring the dynamics of long-short equity strategies
Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management.
Absolute Return Equity – strategy update
Luke Newman, Portfolio Manager on the Equities team, on Thursday 12 September delivered a quarterly update on the Absolute Return Equity strategy, as well as sharing the latest market perspectives and outlook.