Luke Newman is a long/short equity Portfolio Manager at Janus Henderson Investors, a position he has held since he joined Henderson in 2011 as part of the Gartmore acquisition. From 2009 to 2011, Luke worked at Gartmore as senior investment manager on a number of funds. Prior to this, he was a fund manager at Altima Partners LLP from 2008 and F&C Asset Management from 2005. He began his career in 2000 with Deutsche Asset Management running high performance retail and institutional mandates.
Luke graduated with a BSc degree (Hons) in economics and politics from the University of Warwick. He has 23 years of financial industry experience.
Absolute return: a ‘new’ long/short paradigm
Portfolio managers Ben Wallace and Luke Newman consider what a dramatic change in market conditions could mean for long/short investors.
Stock pickers at the end of the free money era
Portfolio Manager Luke Newman explores what a change in market dynamics means for long/short investors.
Absolute return: ready for uncertainty in 2023
In this video, Luke Newman discusses the prospects for absolute return in 2023 following a truly challenging year for global markets, marked by inflationary pressures, rising rates and slowing growth.
Absolute Return Strategy – Update and Market Outlook
Luke Newman will give an update on the Absolute Return strategy, and how a long/short approach can exploit opportunities across developed equity markets.
Absolute return in an inflationary world
Portfolio Manager Luke Newman considers the opportunities for equity long/short strategies in a world of higher-than-expected inflation, with persistent supply chain issues and rising energy prices pressuring governments and central banks to shift policy.
Not too long, not too short – the argument for absolute return
Luke Newman, Co-Manager on Janus Henderson’s Absolute Return strategy, argues that absolute return can play a role in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.
UK election: A winter of contentment?
UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for markets, giving some insight into early post-vote trading activity.