Jacob Nielsen
Jacob Ellinge Nielsen is a Portfolio Manager on the Emerging Markets Debt Hard Currency (EMD HC) Team at Janus Henderson Investors. Prior to joining the firm in 2022, he was a co-lead portfolio manager on the EMD HC team at Danske Bank Asset Management from 2013. Before that, he was lead emerging markets debt hard and local currency portfolio manager at Sparinvest from 2008. Earlier, he was a fixed income portfolio manager, focusing on Danish mortgage bonds and EUR government bonds at The Danish Pension Funds for Engineers from 2006. Jacob began his career as an assistant analyst on the Danish mortgage and derivative research team at Nordea Markets in 2002.
Jacob holds an MSc degree in economics from the University of Copenhagen. He has 22 years of financial industry experience.
Products Managed
Articles Written
Resilient emerging markets debt faces US policy uncertainty in 2025
Moderating albeit resilient US growth and monetary policy easing sets a constructive external backdrop for emerging markets debt hard currency (EMD HC), but whether that continues will be driven by US policy. The EMD HC team explore how the asset class performed in Trump 1.0 and if there are any lessons to be learned for 2025.
The case for emerging markets debt hard currency investing
Capturing yield, diversification, and growth from their fixed income allocations is a challenge facing investors. How does the emerging markets debt hard currency asset class stack up?
Too big to ignore? Unlocking the potential of EM debt
Emerging Markets Debt Hard Currency is an evolving and diverse asset class that offers significant total return upside potential and portfolio diversification benefits.
Tailwinds for Emerging Markets debt
Hard currency EM debt continues to offer investors attractive carry/yield opportunities, although with spreads having tightened, further upside in 2024 will likely be more country specific.
Emerging Markets Debt: a bright spot despite an uncertain macro picture
The Emerging Markets Debt Hard Currency Team see tailwinds for the asset class even amid an outlook of global uncertainty.