Healthcare: A dose of immunity during a market downturn

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Summary

Accelerating innovation in the biotechnology sector may offer investors new potential growth opportunities.

In a market environment where we believe investors should tread carefully, join Jennifer Nichols, Client Portfolio Manager and Matthew Bullock, EMEA Head of Portfolio Construction and Strategy as they discuss how healthcare’s unique blend of defensive characteristics and growth potential may offer immunity from the downturn.

Featured speakers

Jennifer Nichols, CFA

Client Portfolio Manager

Jennifer Nichols is a Client Portfolio Manager at Janus Henderson Investors. As a member of the investment team, she works closely with analysts and portfolio managers to create and deliver equity insights and analysis on a range of topics, including detailed explanations of many of the firm's equity strategies. She previously was a senior product specialist, developing and communicating positioning and distinguishing features of each strategy to salespeople and clients. Prior to joining Janus in 2014, Jennifer was a manager research consultant at RVK, Inc, where she was responsible for leading research on international equities. During her 12 years at RVK, she held a variety of roles in the manager research department, including senior manager research analyst, investment manager research associate, and investment analyst.

Jennifer received her bachelor of arts degree in business administration with a concentration in finance from the University of San Diego, where she graduated cum laude. She holds the Chartered Financial Analyst designation and has 21 years of financial industry experience.

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy

Matthew Bullock is EMEA Head of Portfolio Construction and Strategy at Janus Henderson Investors. In this role, he works to extend institutional and intermediary client engagement models to clients across EMEA and leads the London-based portfolio strategist team. Prior to joining the firm in 2022, Matthew was an investment director, multi-strategy solutions & thematics at Wellington Management from 2015. Before that, he was director, multi-asset investment strategist at BlackRock from 2011. He held product development roles, first as a product manager/structurer at Ord Minnett Group from 2006 to 2009 and later as product development manager at BT Investment Management (now Pendal Group). Matthew served as head of structured products/fund manager research at Aegis Equities Research from 2005 to 2006. He began his career at the Australian Prudential Regulation Authority as a senior analyst in 2003.

Matthew received bachelor of economics (Hons) and bachelor of commerce degrees, both from the University of Newcastle in Australia. He has 20 years of financial industry experience.

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