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.
The case for technology equities
While many technology companies have found themselves on the wrong side of the disruption cycle, an allocation to tech equities can be rewarding over the long term.
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.
Cybersecurity: building a safer online world
Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
Smartphones on wheels
There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.
‘A third way’ to sustain the gig economy
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
ESG: technology for good
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.
Tech stocks: solid demand underpins positive outlook
Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.