Nick Watson is a Portfolio Manager on the UK-based Multi-Asset Team at Janus Henderson Investors, a position he has held since 2012. Nick is responsible for asset allocation and fund manager research, with a particular focus on the Core Multi-Asset solutions range of products. He joined Henderson in 2007 as a graduate trainee and rotated through various global equity products and fixed income. In 2009, Nick became a research and insight manager across Global Distribution, which included involvement in Henderson’s acquisitions of New Star and Gartmore.
Nick graduated with an honours degree in economics from the University of Exeter. He holds the Investment Management Certificate and the Chartered Financial Analyst designation. He has 14 years of financial industry experience.
Nick Watson, a Fund Manager on the UK-based Multi-Asset Team, observes the hidden risks and relationships lurking in quality investment styles and the potential benefits of adding some complementary (but unloved) value styles to a UK portfolio. All fund selectors can think of pure ‘stock pickers’, those portfolio managers (PMs) who are fixated on fundamental
In part two of this two-part mini-series, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses why alpha-generating managers are likely to be in ever greater demand, and focuses on dynamics within fixed income. As an allocator to both active funds and passive instruments, he argues it is crucial to consider questions of ‘where’ and ‘when’ when making decisions.
Nick Watson, Fund Manager within Henderson’s Multi-Asset Team, explores the strengthening case for allocating to actively managed strategies. While the team is able to allocate to passive and active vehicles, Nick explains that market drivers currently support the case for the latter.