hard currency emerging market debt

3 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 hard currency emerging market debt, oldest first

Dec 14, 2023 neutral
Assertion Supported
Haugaard: Hard Currency Emerging Market Debt Averages Under Seven Years Duration
“And it's a relatively long duration asset class, so duration a little less than seven years.”
Thomas Haugaard Dec 14, 2023 ▶ 11:19 Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
Dec 14, 2023 neutral
Assertion Supported
Haugaard: Hard Currency EM Debt Is a $1.3 Trillion Asset Class
“Hot currency as an asset class constitutes around 1.3 trillion USD. It's very comparable in size to the US high yield market.”
Thomas Haugaard Dec 14, 2023 ▶ 8:20 Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
Dec 14, 2023 neutral
Insight
Haugaard: EM Debt Markets Price Sovereign Ratings 1.5 to 2 Years Ahead
“The dynamics of that relationship is market is forward looking one and a half, two years. And this is a stylized fact. There are plenty of deviations from that depending on specific economic development phases. But in general, the market is forward looking by …”
Thomas Haugaard Dec 14, 2023 ▶ 21:45 Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.