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MSCI Emerging Markets Index

3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 30, 2021 by Daniel Graña · said 7 times in 2 episodes since 2018 · across every show →

Mentions by year

brought up most by Ted Seides (6), Tom Lydon (1)

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2021 6 mentions in 1 episode
2018 1 mention in 1 episode

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Everything said about MSCI Emerging Markets Index, oldest first

Sep 30, 2021 neutral
Disclosure
Graña: Janus Henderson holds 35% to 45% in out-of-benchmark EM ideas
“We typically are between 35 and 45% of the portfolio in out of benchmark ideas.”
Daniel Graña Sep 30, 2021 ▶ 19:33 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Sep 30, 2021 neutral
Assertion Partly supported
Graña: Up to 98% of EM Capital Is Benchmarked to MSCI
“In emerging markets, between 95 and 98% Of the money managed in this asset class is benchmark against MSCI emerging markets.”
Daniel Graña Sep 30, 2021 ▶ 16:21 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Sep 30, 2021 bearish
Assertion Supported
Graña: Up To a Third of the MSCI EM Index Is State-Owned
“Between a quarter and a third of the benchmark are state-owned enterprises. Think Gazprom, Rosneft, PetroChina, ICBC, Petrobras. Most of these companies that I hope you can appreciate are governance challenged.”
Daniel Graña Sep 30, 2021 ▶ 16:47 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
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