Matthew Bullock
Matthew Bullock is EMEA Head of Portfolio Construction and Strategy at Janus Henderson Investors. In this role, he works to extend institutional and intermediary client engagement models to clients across EMEA and leads the London-based portfolio strategist team. Prior to joining the firm in 2022, Matthew was an investment director, multi-strategy solutions & thematics at Wellington Management from 2015. Before that, he was director, multi-asset investment strategist at BlackRock from 2011. He held product development roles, first as a product manager/structurer at Ord Minnett Group from 2006 to 2009 and later as product development manager at BT Investment Management (now Pendal Group). Matthew served as head of structured products/fund manager research at Aegis Equities Research from 2005 to 2006. He began his career at the Australian Prudential Regulation Authority as a senior analyst in 2003.
Matthew received bachelor of economics (Hons) and bachelor of commerce degrees, both from the University of Newcastle in Australia. He has 21 years of financial industry experience.
Articles Written
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.
Global Perspectives: AI – Invest with patience
Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.
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
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
Global Perspectives: Where do we go from here?
Hear the views of our asset class heads on market drivers for the second half of the year.
Investing in AI? It’s no place for passive
The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.
Market GPS investment outlook 2024: Chain reactions webcast
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?
Global Perspectives: investing in the transformation of a sustainable economy
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
Market GPS investment outlook 2024: Chain reactions webcast replay (EMEA)
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be as rates, inflation, employment, growth, and geopolitics converge?
Global Perspectives: Listed REITS – catalysts are in place for a re-rating
A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.
Access transformational change with thematic investing
Discover the three factors that should shape thematic investing and allow investors to tap into transformational change.
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.