Ales Koutny is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the Emerging Markets Corporate strategy, a position he has held since 2022. Before that, he was associate portfolio manager from 2019 and was promoted to portfolio manager in 2021. Prior to joining Henderson as a portfolio analyst in 2015, Ales was an analyst at J.P. Morgan Asset Management. He started his career in 2013 as an analyst with a healthcare boutique.
Ales earned a BA degree (Hons) in entrepreneurship from Manchester Metropolitan University and his master’s degree in finance with a major in behavioural economics from Grenoble Graduate School of Business. He holds the Chartered Financial Analyst designation and has 9 years of financial industry experience.
The inflation narrative in Japan is shifting to focus on upside risk. Portfolio manager Ales Koutny considers whether Japan could join other developed market peers in the exit from accommodative policy.
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.
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