This podcast episode provides a comprehensive understanding of investing in emerging market (EM) hard currency debt, from exploring its opportunities to assessing its challenges, sovereign credit risk, and provides insights on risk mitigation and identifying mispricings in the market. It also emphasizes the benefit of portfolio diversification, using data analysis and empirical evidence for decision-making, and maintaining a positive and forward-looking mindset in emerging market investing.
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Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356) | Capital Allocators – Inside the Institutional Investment Industry | Podwise
