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. Mr. Graña 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.
Mr. Graña 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 27 years of financial industry experience.
Articles Written
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.
Long-Term Trends in EM: Taking the Lead in Innovation
How innovation is evolving in emerging markets as EM companies adopt a leading role in major global innovation themes.
Russia/Ukraine: Implications from an EM Investment Perspective
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.
Emerging Market Equities: Balancing the Promise of Innovation with the Risk of Inflation
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
China Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.