Sabrina Denis
Sabrina Denis is a Senior Portfolio Strategist at Janus Henderson Investors, a role she has held since 2020. She is a member of the Portfolio Construction and Strategy Team focussed on delivering actionable investment strategy and thought leadership to help clients in all aspects of the investment management process. Prior to joining the firm, Sabrina was at Goldman Sachs in London where she was an executive director in the investment strategy group since 2015, advising clients across EMEA on portfolio strategy.
Sabrina earned an undergraduate degree in socioeconomics from Friedrich-Alexander University – Erlangen-Nuremberg and an MSc in statistics from Ludwig-Maximilians University – Munich. She has 8 years of financial industry experience.
Articles Written
Reports of the death of 60/40 have been greatly exaggerated
Why is it too early to call time on classic “60/40″ and traditional balanced portfolios?
Public real estate: the window is still open
The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
Portfolio pivot? Balancing defense and offense
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.
When market volatility creates opportunity
The PCS Team explores the implications of this year’s volatility and offers actionable ideas to capture the resulting opportunities.
European Equity: A warmer spring after a cold winter?
The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.
Healthcare: Immunity from the downturn?
The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.
Back to basics with intermediate duration
After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.
Alternatives and downside protection
Can an allocation to alternatives potentially help to reduce the impact of long-term market volatility on a portfolio, rather than trying to time the market?
Global Perspectives: PCS Team offers shock therapy for market turmoil
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
How do you fit a balanced fund into a balanced portfolio?
Introducing the potential benefits of balanced fund(s) to investors’ portfolios.