Capital Allocators – Inside the Institutional Investment Industry

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


Listen Later

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.

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.

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

...more
View all episodesView all episodes
Download on the App Store

Capital Allocators – Inside the Institutional Investment IndustryBy Ted Seides – Allocator and Asset Management Expert

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

758 ratings


More shows like Capital Allocators – Inside the Institutional Investment Industry

View all
Masters in Business by Bloomberg

Masters in Business

2,160 Listeners

Exchanges by Goldman Sachs

Exchanges

982 Listeners

Odd Lots by Bloomberg

Odd Lots

1,842 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

924 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,289 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

664 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

149 Listeners

Money Maze Podcast by Money Maze Podcast

Money Maze Podcast

36 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

402 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

105 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

353 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

45 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

181 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

94 Listeners