Thomas Haugaard
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.
Articles Written
Trump 2.0: the new reality for emerging markets debt investing?
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
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?
What a second Trump administration could mean for emerging markets
With U.S. elections approaching, investors should consider how more insular American economic policy could affect emerging markets (EMs).
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.
Too big to ignore? Unlocking the potential of EM debt
Emerging Markets Debt Hard Currency (EMDHC) is a continually evolving and diverse asset class that offers asset owners 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.
Market access improving for EM debt issuers
After struggling to access international financing for almost two years, several sub-Saharan African countries are now again enjoying bond market access.
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.
Emerging Markets Debt Hard Currency Fund update
Please join Thomas Haugaard, Portfolio Manager, and Matt Argent, Client Portfolio Manager, as they give an overview on the Emerging Market Debt Hard Currency Fund, discussing the investment process, strengths, and differentiators of the team, and why they think this is an asset class to be invested in.