Equities in 2024: The stars align for quality – Janus Henderson – 1.22.24

Overview:
Title: Equities in 2024: The stars align for quality
Date: Monday, January 22, 2024
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

The global economy entered the new year in a worryingly fragile state, and it’s our view that defensive positioning is merited. What chain reactions could occur as rates, inflation, employment, growth, and geopolitics converge?

Join our webcast to hear from Marc Pinto, the new head of Janus Henderson’s Americas Equity platform, alongside Lara Castleton, U.S. Head of Portfolio Construction and Strategy, as they discuss:

  • Why we think a focus on quality earnings will benefit investors.
  • How a new – higher – interest rate regime could impact equities.
  • How to incorporate AI, the Magnificent 7 and other investment themes into portfolios.

Featured speakers:
Marc Pinto, CFA Marc Pinto, CFA Head of Americas Equities Janus Henderson Investors

Marc Pinto is Head of Americas Equities at Janus Henderson Investors. He is responsible for leading equity portfolio management and research teams in the US. He is also a member of the Janus Henderson Executive Committee. Marc rejoined the firm in 2023 after having retired in 2021. During this time, he co-founded a private equity firm. Previously, he was a portfolio manager from 1997 to 2021 and joined the firm as a research analyst in 1994. Before this, he was an associate in the investment banking division at Goldman Sachs and a research associate at Fred Alger Management.

Marc received a bachelor of arts degree in history from Yale University and an MBA from Harvard Business School, graduating with distinction. He holds the Chartered Financial Analyst designation and has 40 years of financial industry experience.
Lara Castleton, CFA Lara Castleton, CFA U.S. Head of Portfolio Construction and Strategy Janus Henderson Investors

Lara Castleton is U.S. 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 10 years of financial industry experience.
The opinions and views expressed are as of the date published, are subject to change and may not reflect the views of others in the organization. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use.

Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.

C-1223-53854 1-30-24