For financial professionals in Italy

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

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.

PCS signal and noise: The yield curve and the US economy
Timely & Topical

PCS signal and noise: The yield curve and the US economy

The Signal and Noise series from the Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges.