Alison Porter
Alison Porter is a Portfolio Manager on the Global Technology Leaders Team at Janus Henderson Investors, a position she has held since joining Henderson in 2014.Prior to Henderson, she was at Ignis Asset Management (formerly Resolution and Britannic Asset Management) as an investment analyst, portfolio manager, and head of US equities.
Alison has a BA degree (Hons) in economics and industrial relations from the University of Strathclyde and a master’s degree in investment analysis from the University of Stirling. She has 29 years of financial industry experience.
Articles Written
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.
Demographic shifts: Trends and implications for businesses and investors
Explanation of how generational preferences impact workforce success, consumer choices, as well as investment returns, and how to navigate them.
Global Technology Leaders – Strategy update
Please watch Alison Porter, Portfolio Manager on the Global Technology team, provide a quarterly update on the Global Technology Leaders strategy, and her latest market perspectives and outlook. This webcast took place on Thursday 23 April.
To navigate a soft landing and the tech sector you need a “co-pilot”
Alison Porter highlights the importance of navigating the return of the cost of capital and hype surrounding AI in her 2024 outlook.
Technology is bringing the future of autonomous driving closer
Despite signs of progress, a pragmatic approach towards investing in the autonomous driving space is warranted.
AI ChatGPT – the next great hype cycle?
A discussion on ChatGPT and the implications of its release on the tech sector.
How can technology enable carbon markets?
Key takeaways from COP27 and a discussion about how technology can facilitate credible and meaningful carbon markets.
‘A third way’ to sustain the gig economy
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Delivery and healthcare: Amazon continues to invest in long-term opportunities
Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.
Tech stocks: solid demand underpins positive outlook
Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.