103: Janus Henderson's Matt Culley

An episode of the Conversations with Institutional Investors podcast, hosted by Investment Innovation Institute [i3], titled "103: Janus Henderson's Matt Culley" was published on September 3, 2024 and runs 44 minutes.

September 3, 2024 ·44m · Conversations with Institutional Investors

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Episode Description

Matthew Culley is a Portfolio Manager on the Emerging Market Equity Team at Janus Henderson Investors. In this podcast, we talk about the best performing markets, tensions around China, the impact of the US elections and fighter jets. Enjoy the Show!

Overview of [i3] Podcast with Matt Culley, Janus Henderson Investors

02:00 I initially wanted to become a fighter pilot, but then got glasses and that dream went out the door

06:00 Brazilian Jiu Jitsu taught me to stay calm under pressure and not panic when stock prices fall, and it also got me interested in emerging markets

08:30 There seems to be more interest in emerging markets ex-China mandates. What is your take on China?

11:30 Electric vehicles are not a hype in China; it is something that is actually happening

13:30 Large swaths of the Chinese equity market might be uninvestable for certain types of investors.

17:30 [If China invades Taiwan] I think this is going to be a much bigger question than what happens to equity assets.

20:30 A lot of Trump's policies are inflationary: tariffs are inflationary, clamping down on immigration is inflationary, which is going to circle back to monetary policy

21:00 Harris will probably represent a continuity of current policies with a focus on domestic policies 23:00 What has crept up for developed markets in recent years is debt loads

26:30 US interest rates have historically been the achilles heel of emerging markets

30:00 The best performing emerging market over the last five years is not India, it is Taiwan. And it is not just TSMC

35:00 When you look at emerging markets, what you are going to notice is a distinct lack of Amazon. Local players are better suited to navigate the local regulations and payment systems

36:30 India is the only economy that can grow their GDP in mid to high single digits in the next decade or two

39:00 The impact of the Systematic Investment Plan on the Indian equity market

42:00 Any favourite companies in emerging markets?

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