For financial professionals in South Africa

Sabrina Geppert

Senior Portfolio Strategist
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

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.

European Equity: A warmer spring after a cold winter?
Analysis & Studies

European Equity: A warmer spring after a cold winter?

The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.

Healthcare: Immunity from the downturn?
Analysis & Studies

Healthcare: Immunity from the downturn?

The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.

Back to basics with intermediate duration
Analysis & Studies

Back to basics with intermediate duration

After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.

Starting ahead with a strong yield
Analysis & Studies

Starting ahead with a strong yield

The PCS Team explains why certain trends may prove to be supportive for both investment-grade and high-yield credit in 2023.

Absolute Return: No time for plaudits
Analysis & Studies

Absolute Return: No time for plaudits

Equities, bonds, property – investors had few places to hide in a challenging 2022 for major asset classes. With correlations and volatility likely to remain high, can an allocation to absolute return help to stabilise returns?

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.

Global Perspectives: PCS Team offers shock therapy for market turmoil
Features & Outlooks

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?
Timely & Topical

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
Features & Outlooks

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.