Daniel J. Graña, CFA
Daniel J. Graña is Portfolio Manager, Emerging Market Equity at Janus Henderson Investors, a position he has held since joining the firm in 2019. Daniel is responsible for co-managing the Emerging Market Equity and Asia Pacific ex Japan Growth Equity strategies. He is also responsible for the emerging markets sleeve of the International Opportunities strategy. Previously, he managed emerging market equities at Putnam Investments from 2003 and was an analyst on the emerging markets team from 1999 to 2002. Before Putnam, he spent four years in the Latin America investment banking group at Merrill Lynch.
Daniel received bachelor of science degrees in economics and political science from the Massachusetts Institute of Technology and a master of management degree from Northwestern University, Kellogg School of Management. He holds the Chartered Financial Analyst designation and has 28 years of financial industry experience.
Articles Written
China’s net zero pledge holds opportunity for emerging markets investors
Why we believe China’s pledge to achieve carbon neutrality by 2060 is credible.
The end of globalization?
The growing trend toward deglobalization and what it means for investors in emerging markets.
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.
EM equities set to strike a balance between growth and valuation
Near-term uncertainty to give way to attractive secular growth prospects for emerging market stocks in 2023. In this video, Daniel Graña explains what this means for investors.
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
What the move beyond “peak globalization” means for investing in emerging market equities.
Opportunities Expand as Emerging Markets Evolve
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
Long-Term Trends in EM: A Growing Focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
An Investor’s China Conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
The Domino Effect: Russia, Ukraine and the Rest of EM
The domino effect of rising prices from the disrupted supply of commodities and resources from Russia and Ukraine could have far-reaching effects across EMs.
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.
An Investor’s China Conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.