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Too big to ignore? Unlocking the potential of EM debt

Portfolio Managers Jacob Nielsen and Thomas Haugaard highlight the phenomenal evolution of the Emerging Markets Debt Hard Currency (EMDHC) asset class, dispel some common misperceptions around policy quality and access to funding, and discuss how active management and a focus on sovereign credit risk analysis can deliver benchmark-relative upside.

Jacob Ellinge Nielsen

Jacob Ellinge Nielsen

Portfolio Manager


Thomas Haugaard

Thomas Haugaard

Portfolio Manager


28 May 2024
1 minute read