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For institutional investors in the UK

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy

Matthew Bullock is EMEA Head of Portfolio Construction and Strategy at Janus Henderson Investors. In this role, he works to extend institutional and intermediary client engagement models to clients across EMEA and leads the London-based portfolio strategist team. Prior to joining the firm in 2022, Matthew was an investment director, multi-strategy solutions & thematics at Wellington Management from 2015. Before that, he was director, multi-asset investment strategist at BlackRock from 2011. He held product development roles, first as a product manager/structurer at Ord Minnett Group from 2006 to 2009 and later as product development manager at BT Investment Management (now Pendal Group). Matthew served as head of structured products/fund manager research at Aegis Equities Research from 2005 to 2006. He began his career at the Australian Prudential Regulation Authority as a senior analyst in 2003.

Matthew received bachelor of economics (Hons) and bachelor of commerce degrees, both from the University of Newcastle in Australia. He has 21 years of financial industry experience.

 

Articles Written

Capitalising on technology stocks for higher growth and return potential
Timely & Topical

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
Timely & Topical

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
Timely & Topical

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
Timely & Topical

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.

Global Perspectives: Disinflation creates solid ground for rate cuts
Features & Outlooks

Global Perspectives: Disinflation creates solid ground for rate cuts

Why we should be on solid ground for rate cuts and the implications for bond markets.

The importance of thematic investing for your portfolio
Timely & Topical

The importance of thematic investing for your portfolio

What role could thematic investing play in your portfolio?

Market GPS investment outlook 2024: Chain reactions webcast
Timely & Topical

Market GPS investment outlook 2024: Chain reactions webcast

Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?

Global Perspectives: investing in the transformation of a sustainable economy
Features & Outlooks

Global Perspectives: investing in the transformation of a sustainable economy

Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.

Market GPS investment outlook 2024: Chain reactions webcast replay (EMEA)
Features & Outlooks

Market GPS investment outlook 2024: Chain reactions webcast replay (EMEA)

Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be as rates, inflation, employment, growth, and geopolitics converge?

Global Perspectives: Listed REITS – catalysts are in place for a re-rating
Features & Outlooks

Global Perspectives: Listed REITS – catalysts are in place for a re-rating

A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.

Thematic investing: A practitioner’s guide
Timely & Topical

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.

Global Perspectives: Thematic investing
Timely & Topical

Global Perspectives: Thematic investing

The importance of thematic investing and portfolio construction considerations.