Mario Aguilar De Irmay, CFA
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
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.
Actively allocating to thematic equity winners
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
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.
The importance of thematic investing for your portfolio
What role could thematic investing play in your portfolio?
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.
Look beneath the surface for small- and mid-cap opportunities
Why the small- and mid-cap space may present opportunities in the current economic environment.
European Equity: A warmer spring after a cold winter?
The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.
Healthcare: Immunity from the downturn?
The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.
Back to basics with intermediate duration
After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.
Starting ahead with a strong yield
The PCS Team explains why certain trends may prove to be supportive for both investment-grade and high-yield credit in 2023.