Julian McManus is a Portfolio Manager at Janus Henderson Investors. He is responsible for co-managing the International Alpha Equity strategy and the Global Alpha Equity strategy, which includes the Overseas and Global Select products, respectively. He also serves as a Research Analyst primarily focused on the Japan-based consumer and industrials & materials sectors. Previously, Julian was Portfolio Manager for an international equity strategy from 2010 to 2017 and assistant portfolio manager on the Global Alpha Equity strategy from 2014 to 2017. Prior to joining Janus as an analyst in 2004, he worked at Everest Capital in Florida, where he managed two Japanese long-short funds. He also spent six years at Lazard Asset Management in Tokyo as a Japanese equity analyst and portfolio manager.
Julian received his bachelor of arts degree in Japanese and law from the University of London, where he graduated with honours. He has 29 years of financial industry experience.
European stocks come from behind
Amid a period of higher rates and inflation, European equities could exceed expectations.
Global Perspectives: For equity investing, a global rebalancing
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Investing for today, not the good old days
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
Staying focused on free cash flow in 2023
Why equity investors should look for companies with strong free cash flows and earnings visibility in the new year.
When “anchoring” creates market dislocations
Behavioral finance can help explain some of today’s market volatility – and point the way to potential investment opportunities.
Investing in the “Local for Local” Economy
As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.