Luke Newman
Luke Newman is a Portfolio Manager of UK equities 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 co-manager on a number of funds. Prior to this, he was a portfolio 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.
Articles Written
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 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.
Absolute return: is it time for a new path?
Portfolio Manager Luke Newman considers the role that absolute return can play in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.