Sabrina Denis
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 focused 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 9 years of financial industry experience.
Articles Written
Capitalising on technology stocks for higher growth and return potential
Explaining the impact of an allocation to technology stocks on a portfolio.
Harnessing the power of sustainable investing in your portfolio
What can an allocation to sustainable investments do for your portfolio?
Positioned for recovery, backed by income – why listed property deserves a place in portfolios
Characteristics and benefits of a listed property allocation in a diversified investment portfolio.
Investing in growth and resilience through healthcare
The Healthcare sector is one of four areas that the PCS Team have identified as having sizeable growth opportunities going forward.
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?
Public real estate: the window is still open
The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
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?
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
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
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
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?