Mario Aguilar De Irmay, CFA
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Mario Aguilar De Irmay is a Senior Portfolio Strategist at Janus Henderson Investors, a position he has held since 2021. He is a member of the Portfolio Construction and Strategy Team focused on asset allocation analytics for the Latin American, U.S. Offshore and Iberian regions. Prior to joining the firm, Mario was an EMEA client relations director at Wells Fargo Asset Management from 2013. He was a director, EMEA client services at Markov Processes International from 2007. Earlier, he was and economic development consultant from 2004 to 2005. He began his career as an external debt operations analyst for Central Bank of Bolivia in 2003.
Mario received a bachelor’s degree in economics from the Universidad Católica Boliviana and an MBA with a concentration in finance from Syracuse University, Martin J. Whitman School of Management under a Fulbright scholarship. He is a member of the CFA Society of the UK. He holds the Chartered Financial Analyst designation and the Investment Management Certificate (IMC). He has 19 years of financial industry experience.
Articles Written
![With a growing economy and strong markets, equity investors should focus on earnings With a growing economy and strong markets, equity investors should focus on earnings](https://www.janushenderson.com/wp-content/uploads/sites/4/660x440_GettyImages-805344044_jpg.jpg?w=640)
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.
![Actively allocating to thematic equity winners Actively allocating to thematic equity winners](https://www.janushenderson.com/wp-content/uploads/sites/4/GettyImages-1152476341-4800x3200-1.jpg?w=640)
Actively allocating to thematic equity winners
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
![Shifting Gears: Routes to success Shifting Gears: Routes to success](https://www.janushenderson.com/wp-content/uploads/sites/4/BangkokExpressway_Retina_4800x3200px.jpg?w=640)
Shifting Gears: Routes to success
The PCS Team outlines their framework for activating a goals-based fixed income strategy.
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.
The importance of thematic investing for your portfolio
What role could thematic investing play in your portfolio?
![Thematic investing: A practitioner’s guide Thematic investing: A practitioner’s guide](https://www.janushenderson.com/wp-content/uploads/sites/4/GettyImages-1278038005-4800x3200-1.jpg?w=640)
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 Reports of the death of 60/40 have been greatly exaggerated](https://www.janushenderson.com/wp-content/uploads/sites/4/GettyImages-1425048715-4800x3200-1.jpg?w=640)
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 Public real estate: the window is still open](https://www.janushenderson.com/wp-content/uploads/sites/4/GettyImages-200475716-001-4800x3200-1.jpg?w=640)
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 Portfolio pivot? Balancing defense and offense](https://www.janushenderson.com/wp-content/uploads/sites/4/GettyImages-1179985096-4800x3200-2-scaled.jpg?w=640)
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.