Mario Aguilar De Irmay, CFA


Mario Aguilar De Irmay is a Senior Portfolio Strategist at Janus Henderson Investors, a position he has held since 2021. He is a member of the Portfolio Construction and Strategy Team focused on asset allocation analytics for the Latin American, U.S. Offshore and Iberian regions. Prior to joining the firm, Mario was an EMEA client relations director at Wells Fargo Asset Management from 2013. He was a director, EMEA client services at Markov Processes International from 2007. Earlier, he was and economic development consultant from 2004 to 2005. He began his career as an external debt operations analyst for Central Bank of Bolivia in 2003.
Mario received a bachelor’s degree in economics from the Universidad Católica Boliviana and an MBA with a concentration in finance from Syracuse University, Martin J. Whitman School of Management under a Fulbright scholarship. He is a member of the CFA Society of the UK. He holds the Chartered Financial Analyst designation and the Investment Management Certificate (IMC). He has 18 years of financial industry experience.
Articles Written


Healthcare: Boosting your defences?
The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare.


Trends and opportunities: Sustainability edition
The Portfolio Construction and Strategy Team provide a hands-on guide to tackling the challenge of portfolio decarbonisation.


Public versus private real estate: similar assets, different prices
Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.
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?


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?


In defence of defensive fixed income: The case for adding duration
Three reasons why investors should consider adding intermediate-duration bonds back to their fixed income portfolios.


Who dares wins: is now the time to add risk?
The market consensus has been to de-risk in 2022, but is consensus now the right place to be?


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.


Why invest in tech stocks now?
Despite the challenging macroeconomic outlook, technology retains a critical societal role.


2022 – a defining moment for sustainable investing
Why is an active, forward-looking approach so important for sustainable investing in 2022.


Alternatives: the right time, the right place
What role should alternative investments play in portfolio construction going forward?