Matthew Culley is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the All-Cap Emerging Market Equity and Asia Pacific ex Japan Growth Equity strategies since 2022. Additionally, he serves as a Research Analyst focused on the Communications, Technology and Consumer sectors. Before joining the firm as an assistant portfolio manager in 2019, Matthew was a co-portfolio manager on a global equity fund and an analyst covering global equities, including global and emerging market consumer and technology, at Putnam Investments. He started with Putnam in 2008 as an investment associate on the equities team.
Matthew earned a bachelor of science degree in finance and economics from Boston College. He has 15 years of financial industry experience.
Global Perspectives: Charting the trajectory of innovation in emerging markets
A discussion of the role of innovation as a key force driving growth in emerging markets over the next decade.
Innovation a catalyst for growth in emerging markets
After having been driven by outsourcing and economic convergence, the next wave of emerging market growth is likely to be fueled by innovation.
The investment ramifications of a multipolar world
While the push toward globalization lifted nearly all emerging markets 20 years ago, increased localization will likely result in a dispersion of outcomes based on unique country factors.
Inflation’s nuanced impact on innovation in emerging markets
Inflation and policy tightening is causing innovative emerging market companies to shift priorities.
Long-term trends in EM: a growing focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
The domino effect: Russia, Ukraine and the rest of EM
While Russia is being distanced from the EM universe through exclusion from debt and equity indices, its role as a key commodity exporter will have far-reaching effects across emerging markets that investors need to consider.