Mike Kerley

Gestor de carteras
Mike Kerley | Janus Henderson Investors

Mike Kerley es gestor de carteras en Janus Henderson Investors. Ha gestionado la renta variable del Pacífico desde que se incorporó a Henderson en 2004 y ha gestionado fondos de inversiones desde 2007. Además, Mike es cogestor de la estrategia Janus Henderson Asian Dividend Income. Anteriormente, trabajó en ISIS Asset Management en calidad de director de renta variable de la cuenca del Pacífico. Antes de eso, prestó servicio en el departamento de operaciones de Invesco Asset Management y luego asumió los cargos de Gestión de Fondos en prácticas para renta variable asiática, gestor de fondos de renta variable global y gestor de fondos de renta variable de mercados emergentes.

Mike asistió a la London Business School para cursar el grado de gestión de inversiones. Ha gestionado dinero en la región de Asia-Pacífico desde 1993 y cuenta con 35 años de experiencia en el sector financiero.

Artículos escritos

Asia for dividends: comparatively resilient

Asia for dividends: comparatively resilient

In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.

Coronavirus: how sustainable are dividends in Asia?

Coronavirus: how sustainable are dividends in Asia?

In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe, the reasons for taking a positive view on dividend sustainability in Asia, as well as portfolio positioning amid the coronavirus uncertainty.

Coronavirus: how sustainable are dividends in Asia?

Coronavirus: how sustainable are dividends in Asia?

In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe, the reasons for taking a positive view on dividend sustainability in Asia, as well as portfolio positioning amid the coronavirus uncertainty.

COVID-19: cautiously optimistic on Asian equities from an income perspective

COVID-19: cautiously optimistic on Asian equities from an income perspective

Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.

Perspectiva para 2020: Asia mantiene su atractivo para generar rendimientos

Perspectiva para 2020: Asia mantiene su atractivo para generar rendimientos

Mike Kerley, gestor de cartera de renta variable asiática generadora de rendimientos, expone los motivos por los que mantiene una visión optimista sobre Asia y sus expectativas para ofrecer rendimientos a los inversores.