Daniel J. Graña, CFA
Daniel J. Graña is a Portfolio Manager on the Emerging Market Equity Team at Janus Henderson Investors, a position he has held since joining the firm in 2019. 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 29 years of financial industry experience.
Articles Written
Policy matters: The importance of sound macroeconomic management in EM investments
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
The importance of the macro environment within emerging markets equities
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Emerging market equities lean into innovation for future growth
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.
JH Explorer: Brazil navigates rough economic seas
Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.
Emerging market equities: India on the ascendency
India’s favorable demographics, pro-growth policies, and innovative companies contribute to the country being among the most promising future sources of excess returns within EM equities.
While investors brace for a downturn, emerging markets prepare for the future
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
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.