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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.
Portfolio Manager
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.
Portfolio Manager
Thomas Haugaard 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 senior portfolio manager at Danske Bank Asset Management (DBAM) where he contributed toward the launch of the EMD HC strategy and served on the EMD HC team from 2013. Before that, he was a senior economist at Svenska Handelsbanken, responsible for emerging markets research, focusing on China and Latin America from 2006. Earlier, he was an economist at Danmarks Nationalbank (the Danish Central Bank) for two years. Thomas has been an external lecturer in economics at the University of Copenhagen.
Thomas received BSc and MSc degrees in economics from the University of Aarhus, specialising in financial crisis theory, applied international economics and econometrics. He has 20 years of financial industry experience.
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