Damien Comeaux, CIMA®
Damien Comeaux is a Senior Portfolio Strategist at Janus Henderson Investors. He is a member of the Portfolio Construction and Strategy Team focused on delivering actionable investment strategy and thought leadership to help clients with all aspects of the investment management process. Prior to his current role, Damien was a product manager for Janus’ mathematically based managed volatility funds and hedged equity ETF strategies. He also served as senior product analyst, conducting competitive analysis, platform research and technical product support.
Damien received his bachelor of science degree in marketing from San Diego State University and his MBA from the University of Denver, Daniels College of Business. He has 15 years of financial industry experience.
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.
Look beneath the surface for small- and mid-cap opportunities
Why the small- and mid-cap space may present opportunities in the current economic environment.
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.
Sea change in short duration
How being nimble and flexible in a short-term fixed income allocation can help investors maintain stability during rate volatility.
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.
Starting ahead with a strong yield
The PCS Team explains why certain trends may prove to be supportive for both investment-grade and high-yield credit in 2023.
Plan Talk: Analyzing risks and opportunities in today’s plan menu lineups
A discussion on how the Portfolio Construction and Strategy team analyzes plan menu lineups to help ensure they provide adequate diversification.
Shock therapy: Portfolio solutions for this year’s market turmoil
The Portfolio Construction and Strategy Team offers therapy for recent market shocks by offering long-term perspective and potential solutions.
Quality is a virtue
In a unique recovery environment, sector and style decisions should not be based on a traditional recovery playbook.
Keep it real (return) with high dividends
Ex-U.S. equities may offer diversification benefits and higher dividends, but active management is warranted to avoid value traps.
Core fixed income: MBS as a home base
Where we see opportunities in mortgage-backed securities, and how active management can help increase yield and mitigate risk.