emerging market sovereign risk premium
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 sovereign risk premium, oldest first
Dec 14, 2023
Haugaard: Janus Henderson Ignores Treasury Yields to Focus Solely on Spreads
“We are not focused on that. We focus entirely on the EM side of the asset class. So we focus entirely on the risk premium, the spread that you get on top of US treasury yields. And we focus entirely on figuring out where that is going at the country level.”