Julian McManus
Julian McManus is a Portfolio Manager on the Global Alpha Equity Team at Janus Henderson Investors. He served as a research analyst alongside his portfolio manager duties until 2023. Previously, Julian was an assistant portfolio manager from 2014 to 2017. Prior to joining Janus as an analyst in 2004, he worked at Everest Capital in Florida, where he managed two Japanese long-short funds. He also spent six years at Lazard Asset Management in Tokyo as a Japanese equity analyst and portfolio manager.
Julian received his bachelor of arts degree in Japanese and law from the University of London, where he graduated with honours. He has 30 years of financial industry experience.
Articles Written
Policy uncertainty argues for a global, selective approach to stocks
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
How government reforms are driving investment opportunities in India
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
Global Perspectives: Non-U.S. stocks begin to make their case
After years of underperformance, non-U.S. equity markets look poised for better returns.
Finding selective stock opportunities outside the U.S.
How investors can leverage behavioral biases today to find compelling opportunities in non-U.S. stocks.
Japanese equities: Corporate governance reform and the biggest surprise of the year
Discussion on the second stage of Japan’s corporate governance reforms and investor implications.
Global equity view: Looking beyond the Magnificent Seven
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
Why investors should look beyond the Mag 7 for opportunities in AI
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
Why Japan’s market rebound could have staying power
After a decade of seemingly little progress, Japan’s efforts at market reforms may have reached a tipping point – to the potential benefit of investors.