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

<p>Today's Sponsored Insight features, Thomas Haugaard, a portfolio manager on the Emerging Markets Debt Hard Currency team at Janus Henderson Investors where he helps manage $1.3 billion just one year into the team’s tenure at JHI. Thomas spent the last decade in the strategy with the same team, a prior decade in emerging markets research, and a decade before that in academia studying emerging markets.</p> <p><br /> Our conversation covers Thomas’ path to investing, the opportunity set and misconceptions of hard currency debt, and his team’s approach to the sector.</p> <p><br /> This is our third sponsored insight from Janus Henderson, following conversations with Daniel Grana on emerging market equities and Andy Acker on biotech. Those insights are replayed in the feed.</p> <p><br /> Learn More<br /> Follow Ted on Twitter at <a href= "https://twitter.com/tseides?lang=en">@tseides</a> or <a href="https://www.linkedin.com/in/tedseides/">LinkedIn</a><br /> Subscribe to the <a href= "https://capitalallocators.com/">mailing list</a><br /> Access Transcript with <a href= "https://capitalallocators.com/signup">Premium Membership</a></p>