Mario Aguilar De Irmay, CFA
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 18 years of financial industry experience.
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?
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
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
The PCS Team explains why certain trends may prove to be supportive for both investment-grade and high-yield credit in 2023.
Absolute Return: No time for plaudits
Equities, bonds, property – investors had few places to hide in a challenging 2022 for major asset classes. With correlations and volatility likely to remain high, can an allocation to absolute return help to stabilise returns?
Healthcare: Boosting your defences?
The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare.
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
Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.
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?
In defence of defensive fixed income: The case for adding duration
Three reasons why investors should consider adding intermediate-duration bonds back to their fixed income portfolios.
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
The Portfolio Construction and Strategy Team offers therapy for recent market shocks by offering long-term perspective and potential solutions.