For Institutional Investors in the US

Ales Koutny, CFA

Portfolio Manager

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, Mr. Koutny was an analyst at J.P. Morgan Asset Management. He started his career in 2013 as an analyst with a health care boutique.

Mr. Koutny earned a BA degree (Hons) in entrepreneurship from Manchester Metropolitan University and his master’s degree in finance with a major in behavioral economics from Grenoble Graduate School of Business. He holds the Chartered Financial Analyst designation and has 9 years of financial industry experience.

Articles Written

Emerging Markets: Untangling the Gordian Knot of Inflation

Emerging Markets: Untangling the Gordian Knot of Inflation

The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalization.

China’s Trilemma and the Renminbi’s Fall

China’s Trilemma and the Renminbi’s Fall

The renminbi’s resilience has faltered as appetite for Chinese assets has turned.

“Swissie” Causing Headaches for its Central Bank

“Swissie” Causing Headaches for its Central Bank

The Swiss franc is on an appreciating trajectory versus the euro. What can the central bank do to stem the rise?

Will Japan Join the Tightening Party?

Will Japan Join the Tightening Party?

Considering whether Japan could join other developed market peers in the exit from accommodative policy.