To US Financial Professionals servicing non-US persons

Sabrina Denis

Senior Portfolio Strategist

Sabrina Denis is a Senior Portfolio Strategist at Janus Henderson Investors, a role she has held since 2020. She is a member of the Portfolio Construction and Strategy Team focussed on delivering actionable investment strategy and thought leadership to help clients in all aspects of the investment management process. Prior to joining the firm, Sabrina was at Goldman Sachs in London where she was an executive director in the investment strategy group since 2015, advising clients across EMEA on portfolio strategy.

Sabrina earned an undergraduate degree in socioeconomics from Friedrich-Alexander University – Erlangen-Nuremberg and an MSc in statistics from Ludwig-Maximilians University – Munich. She has 8 years of financial industry experience.

Articles Written

Thematic investing: A practitioner’s guide
Timely & Topical

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
Timely & Topical

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? 

Public real estate: the window is still open
Investment Insights

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
Features & Outlooks

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
Timely & Topical

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
Features & Outlooks

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.

Healthcare: Boosting your defences?
Timely & Topical

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
Analysis & Studies

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
Timely & Topical

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.

Timely & Topical

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
Timely & Topical

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?

Why invest in tech stocks now?
Timely & Topical

Why invest in tech stocks now?

Despite the challenging macroeconomic outlook, technology retains a critical societal role.