Lara Castleton, CFA
Lara Castleton is US Head of Portfolio Construction and Strategy (PCS) at Janus Henderson Investors, a position she has held since 2023. In this role, she works to extend institutional and intermediary client engagement models to clients across the US. Lara joined the PCS team in 2019 as a portfolio strategist and was promoted to senior portfolio strategist in 2021. Lara joined the firm as a senior internal sales consultant for all Janus Henderson-related products and the Knowledge Labs® curriculum in 2016. Earlier in her career, she was an investment banking associate at Wells Fargo Securities and Piper Jaffray in Denver.
Lara received her bachelor of arts degree in mathematics from Boston College, graduating magna cum laude. She holds the Chartered Financial Analyst designation and has 10 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?Â
Global Perspectives: Opportunities in equities, fixed income, and multi-asset investing
A discussion of current opportunities in equities and fixed income, and why we see a more attractive environment for multi-asset portfolios ahead.
Global Perspectives: Opportunities in fixed income as the Fed approaches its terminal rate
Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.
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.
Late to the party: Are the best of money market returns behind us?
The potential benefits of moving out of money market funds into duration assets as the Fed ends its rate-hiking cycle.
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.
Global Perspectives: Making sense of market trends for portfolio construction
The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.
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.