[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13) | Capital Allocators – Inside the Institutional Investment Industry

Diving into the complex world of emerging markets investing, this podcast unravels the significance of understanding corporate governance, political governance, and economic policy-making, while emphasizing the need for thorough country assessment and industry analysis. It explores the evolving role of management teams, the impact of ESG factors, and the importance of active engagement with local stakeholders, all while navigating the challenges of language and cultural barriers.

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[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Capital Allocators – Inside the Institutional Investment Industry

Navigating Emerging Markets: Lessons from the Glass Bottle Wars

Navigating Corporate and Political Governance in Emerging Markets

Navigating Emerging Markets: The Intersection of Good Companies, Governance, and Countries

Navigating Emerging Markets: Country Assessment and Industry Analysis

Emerging Markets: Challenges with the MSCI Index and Investing Strategies

Navigating Emerging Markets: A Comprehensive Approach to Portfolio Construction

Navigating the Investment Landscape in China: Political Governance and Emerging Opportunities

Navigating the Complexities of Investing in Emerging Markets: A Discussion on Corporate Governance, Management Teams, and Valuation Approaches

Navigating Emerging Markets: Challenges, Strategies, and the Importance of Collaboration

Navigating Challenges and Opportunities in Emerging Markets Investing

Unveiling the Potential of Emerging Markets: Innovation as a Driving Force

Navigating Emerging Markets: Opportunities and Challenges in Vietnam and Brazil

Navigating Emerging Markets: Strategies and Personal Reflections

The Importance of Being Open-minded and Compassionate

[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Capital Allocators – Inside the Institutional Investment Industry

00:05Navigating Emerging Markets: Lessons from the Glass Bottle Wars

Navigating Emerging Markets: Lessons from the Glass Bottle Wars

04:00Navigating Corporate and Political Governance in Emerging Markets

Navigating Corporate and Political Governance in Emerging Markets

07:26Navigating Emerging Markets: The Intersection of Good Companies, Governance, and Countries

Navigating Emerging Markets: The Intersection of Good Companies, Governance, and Countries

10:26Navigating Emerging Markets: Country Assessment and Industry Analysis

Navigating Emerging Markets: Country Assessment and Industry Analysis

14:26Emerging Markets: Challenges with the MSCI Index and Investing Strategies

Emerging Markets: Challenges with the MSCI Index and Investing Strategies

18:51Navigating Emerging Markets: A Comprehensive Approach to Portfolio Construction

Navigating Emerging Markets: A Comprehensive Approach to Portfolio Construction

22:54Navigating the Investment Landscape in China: Political Governance and Emerging Opportunities

Navigating the Investment Landscape in China: Political Governance and Emerging Opportunities

27:18Navigating the Complexities of Investing in Emerging Markets: A Discussion on Corporate Governance, Management Teams, and Valuation Approaches

Navigating the Complexities of Investing in Emerging Markets: A Discussion on Corporate Governance, Management Teams, and Valuation Approaches

30:58Navigating Emerging Markets: Challenges, Strategies, and the Importance of Collaboration

Navigating Emerging Markets: Challenges, Strategies, and the Importance of Collaboration

34:19Navigating Challenges and Opportunities in Emerging Markets Investing

Navigating Challenges and Opportunities in Emerging Markets Investing

37:26Unveiling the Potential of Emerging Markets: Innovation as a Driving Force

Unveiling the Potential of Emerging Markets: Innovation as a Driving Force

41:39Navigating Emerging Markets: Opportunities and Challenges in Vietnam and Brazil

Navigating Emerging Markets: Opportunities and Challenges in Vietnam and Brazil

45:23Navigating Emerging Markets: Strategies and Personal Reflections

Navigating Emerging Markets: Strategies and Personal Reflections

48:41The Importance of Being Open-minded and Compassionate

The Importance of Being Open-minded and Compassionate