Market Inefficiencies Explored
Thomas highlights the importance of identifying market inefficiencies, using Costa Rica as a prime example where short-term challenges masked its true credit potential. He emphasizes a diversified approach to portfolio construction, where measured bets are favored over high conviction strategies, ensuring resilience against market fluctuations. The focus remains on understanding political dynamics and implementing fiscal reforms to navigate investment risks effectively.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
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