Alison Porter is a Portfolio Manager at Janus Henderson Investors, a position she has held since joining Henderson in 2014. She is responsible for co-managing the Global Technology Leaders and Sustainable Future Technologies strategies. Prior to Henderson, she was at Ignis Asset Management (formerly Resolution and Britannic Asset Management) as an investment analyst, portfolio manager, and head of US equities.
Alison has a BA degree (Hons) in economics and industrial relations from the University of Strathclyde and a master’s degree in investment analysis from the University of Stirling. She has 28 years of financial industry experience.
AI ChatGPT – the next great hype cycle?
A discussion on ChatGPT and the implications of its release on the tech sector.
How can technology enable carbon markets?
Key takeaways from COP27 and a discussion about how technology can facilitate credible and meaningful carbon markets.
A focus on rational expectations key for technology stocks
A discussion on valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
How can technology address inflation?
Reasons why companies may look to technology to reduce the effects of inflation.
Healthcare tech: interesting opportunities but beware the hype
Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?
Metaverse: the next big computer revolution
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
How do ESG factors impact valuations within the technology sector?
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.