Luke Newman
Luke Newman is Portfolio Manager on the Absolute Return Equities Team at Janus Henderson Investors, a position he has held since he joined Henderson in 2011 as part of the Gartmore acquisition. From 2009 to 2011, Luke worked at Gartmore as co-manager on a number of funds. Prior to this, he was a fund manager at Altima Partners LLP from 2008 and F&C Asset Management from 2005. He began his career in 2000 with Deutsche Asset Management running high performance retail and institutional mandates.
Luke graduated with a BSc degree (Hons) in economics and politics from the University of Warwick. He has 24 years of financial industry experience.
Products Managed
Articles Written
Global Perspectives: Market GPS 2025 investment outlook
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the complexities and opportunities for the coming year.
Greater market rationality favours absolute return strategies in 2025
Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
Absolute Return Equity – strategy update
Luke Newman, Portfolio Manager on the Equities team, on Thursday 12 September delivered a quarterly update on the Absolute Return Equity strategy, as well as sharing the latest market perspectives and outlook.
What defines an absolute return strategy built to last?
What characteristics matter, when it comes to running an active equity long/short strategy throughout the cycle?
Absolute Return – strategy update
Please watch the quarterly update on the Absolute Return strategy, presented by Luke Newman, Portfolio Manager , which took place Thursday 23 May.
Absolute return: Add a little bit of stock dispersion… and stir
With stock dispersion once again at the fore, offering greater potential for uncorrelated returns, is this ingredient that absolute return investors have been waiting for?
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?
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?
Look short, look long – is stock picking back for 2024?
Are higher interest rates opening the door to stock selection again in 2024?
Heading to the mainstream for alternatives
Portfolio Manager Luke Newman considers the distinctive roles that alternatives can play at a time when investors’ interest in the asset class continues to grow.
Democratisation of Alternatives
With markets in a tug of war between offense and defence, a variety of investors are considering alternative strategies. In this panel debate from Janus Henderson’s recent global media day, David Elms, Head of Diversified Alternatives, Luke Newman, Portfolio Manager, and Adam Hetts, Global Head of Portfolio Construction and Strategy, discuss the democratisation of the asset class.
Not too long, not too short – the argument for absolute return
Luke Newman, Co-Manager on Janus Henderson’s Absolute Return strategy, argues that absolute return can play a role in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.