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For Institutional Investors in Australia

Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist

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
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.

Actively allocating to thematic equity winners
Timely & Topical

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
Features & Outlooks

Shifting Gears: Routes to success

The PCS Team outlines their framework for activating a goals-based fixed income strategy.

Thematic investing: A practitioner’s guide
Timely & Topical

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
Timely & Topical

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
Investment Insights

Public real estate: the window is still open

The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.