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Episode Description:

Thomas Haugaard is 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.

Our conversation covers Thomas’ path to investing, the opportunity set and misconceptions of hard currency debt, and his team’s approach to the sector.

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.

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