For financial professionals in the UK

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 17 years of financial industry experience.

Articles Written

Who dares wins: is now the time to add risk?
Timely & Topical

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
Features & Outlooks

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.

Quality is a virtue
Analysis & Studies

Quality is a virtue

In a unique recovery environment, sector and style decisions should not be based on a traditional recovery playbook.

Why invest in tech stocks now?
Timely & Topical

Why invest in tech stocks now?

Despite the challenging macroeconomic outlook, technology retains a critical societal role.

2022 – a defining moment for sustainable investing

2022 – a defining moment for sustainable investing

Why is an active, forward-looking approach so important for sustainable investing in 2022.

Alternatives: the right time, the right place

Alternatives: the right time, the right place

What role should alternative investments play in portfolio construction going forward?

Manage market vertigo with balanced strategies

Manage market vertigo with balanced strategies

A successful allocation to a balanced fund may help encourage investors to stay the course and avoid the temptation of market timing.

Here’s why you should consider staying invested in tech stocks
Timely & Topical

Here’s why you should consider staying invested in tech stocks

A discussion on why an allocation to technology is essential in a diversified portfolio.

Is the 60/40 free lunch over?
Timely & Topical

Is the 60/40 free lunch over?

High stock-bond correlations call into question the diversification potential of the traditional 60/40 portfolio strategy.

The root of the US recession question
Timely & Topical

The root of the US recession question

Is US GDP growth likely to turn negative over the next year?

Shining a light on possible unintended risks when allocating sustainably
Timely & Topical

Shining a light on possible unintended risks when allocating sustainably

The Portfolio Construction and Strategy (PCS) team explore some of the unintended risks that can arise when sustainability drives asset allocation rather than being an implementation decision.

The Road to Alternatives: Assessing the Role of Liquid Alternatives in Portfolios

The Road to Alternatives: Assessing the Role of Liquid Alternatives in Portfolios

We examine the opportunities within liquid alternatives, as a response to heightened market volatility and rising interest rates.