Robert Schramm-Fuchs
Portfolio Manager
Robert Schramm-Fuchs is a Portfolio Manager on the European Equities Team at Janus Henderson Investors. He leads the investment team focused on European large cap equities. Robert joined Henderson in 2014 as a European equity analyst. Prior to Henderson, he was with Macquarie’s global alternative energy and utilities research team from 2010. Before this, he was head of the renewables research team at Commerzbank based in Frankfurt. He also worked with BHF Bank and Independent Research covering the solar sector for nine years.
Robert received a Diploma in international management from Friedrich-Schiller University of Jena. He has 21 years of financial industry experience.
Articles Written
European equities: Positioning for a changing investment landscape
The opportunity set in European equities is being reshaped – with structural shifts gathering pace beneath the surface.
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.
European equities: Is Europe finally taking charge of its own destiny?
Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
Quick view: Investment implications of Trump’s EU tariffs threat over Greenland
US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
European equities: Strategic reforms set the stage for growth
Can European equities grow in 2026, fuelled by reforms, improved trade conditions, and a broadening macroeconomic rebound?
Germany’s strategic agenda: Reforming the future
Exploring the intricate landscape of Germany’s ambitious reform agenda.
Global Perspectives: Charting Europe’s path to economic renewal
How are structural reforms in Europe reshaping the landscape for investors across sectors and industries?
Quick View: Political upheaval and budgetary uncertainty leaves France at a crossroads
Following French Prime Minister François Bayrou’s loss of a confidence vote, Robert-Schramm Fuchs explores the implications for investors and explains why he remains positive on Europe.
Europe’s blueprint for post-war Ukraine: security, reconstruction and partnership
Can large-scale post-war reconstruction and defence investment reshape the prospects for European equities?
Have tariffs inadvertently set Europe on a path to renaissance?
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
Quick View: US-EU trade deal removes a major overhang for European stocks
Key takeaways from the US-EU trade deal for investors.
From summit to strategy: Europe’s new reality of NATO defence commitments
NATO’s European members have committed to a major increase in defence spending. What does it mean?