Sabrina Geppert
Sabrina Geppert 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
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?
Global Perspectives: PCS Team offers shock therapy for market turmoil
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
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?