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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 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

Maximising your outcomes: adding active ETFs to your portfolio
Timely & Topical

Maximising your outcomes: adding active ETFs to your portfolio

Here we compare active ETFs and mutual funds, highlighting the benefits of both and flagging the key questions investors need to ask.

Sifting the wheat from the chaff: a closer look at small cap opportunities
Timely & Topical

Sifting the wheat from the chaff: a closer look at small cap opportunities

Unloved and undervalued – but with peak interest rates seemingly behind us in this cycle, are small caps well placed to benefit? The PCS Team considers the prospects for small caps.

With a growing economy and strong markets, equity investors should focus on earnings
Timely & Topical

With a growing economy and strong markets, equity investors should focus on earnings

The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.

Capitalising on technology stocks for higher growth and return potential
Timely & Topical

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
Timely & Topical

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
Timely & Topical

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
Timely & Topical

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.

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.

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.