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

Thematic investing: A practitioner’s guide
Thematic investing has the potential to offer equity investors the most direct exposure to the forces reshaping the global economy.

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

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.

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.

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.

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?