Lara Castleton, CFA
Lara Castleton is US Head of Portfolio Construction and Strategy (PCS) at Janus Henderson Investors, a position she has held since 2023. In this role, she works to extend institutional and intermediary client engagement models to clients across the US. Lara joined the PCS team in 2019 as a portfolio strategist and was promoted to senior portfolio strategist in 2021. Lara joined the firm as a senior internal sales consultant for all Janus Henderson-related products and the Knowledge Labs® curriculum in 2016. Earlier in her career, she was an investment banking associate at Wells Fargo Securities and Piper Jaffray in Denver.
Lara received her bachelor of arts degree in mathematics from Boston College, graduating magna cum laude. She holds the Chartered Financial Analyst designation and has 11 years of financial industry experience.
Articles Written
Global Perspectives: Finding balance in a shifting market landscape
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
Global Perspectives: The outlook for securitized as Fed commences rate-cutting cycle
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
Global Perspectives: Can momentum in small caps continue?
The factors driving momentum in small-cap equities and our view on what’s ahead.
Global Perspectives: Non-U.S. stocks begin to make their case
After years of underperformance, non-U.S. equity markets look poised for better returns.
Global Perspectives: Tapping into a broad set of growth drivers in mid-caps
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
Global Perspectives: Navigating U.S. securitized markets in an uncertain rate environment
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
Global Perspectives: Redefining growth potential in the technology sector
Assessing the impact of higher rates and a potential recession on the tech sector, as well as our outlook for AI and cloud computing.
Global Perspectives: Healthcare’s underappreciated opportunities
How innovation, secular tailwinds – even regulation – are driving growth in the sector.
Global Perspectives: Opportunities in fixed income as the Fed approaches its terminal rate
Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.