emerging market debt
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 14, 2023 by Thomas Haugaard · across every show →
Everything said about emerging market debt, oldest first
Dec 14, 2023 neutral
Haugaard: Janus Henderson Avoids Concentrated High-Conviction Bets in EM Debt
“Our strategy is characterized by many positions and not high conviction. We've seen plenty of accidents in EM the last 10 years, so putting all your eggs in a couple of baskets has never been our approach. We tend to have relatively measured bets. As an additi…”