Thomas Haugaard

Portfolio manager on the Emerging Markets Debt Hard Currency team at Janus Henderson Investors, managing over $1.3 billion. Background includes a decade in strategy, a decade in emerging markets research, and a decade in academia studying emerging markets.

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Dec 14, 2023 • 43min

Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)

Thomas Haugaard, a seasoned portfolio manager at Janus Henderson Investors with decades of experience in strategy and academia, shares fascinating insights into hard currency emerging markets debt. He discusses the misconceptions surrounding this sector and highlights the significant opportunities it offers. The conversation dives into managing sovereign credit risk, revealing the complexities of monitoring various nations and underscoring the impact of governance on investment decisions. Additionally, Haugaard illustrates market inefficiencies using Costa Rica as a case study, showcasing the nuances of risk assessment.

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