Thomas Haugaard

Thomas Haugaard is a portfolio manager specializing in emerging markets debt at Janus Henderson, a global investment management firm with over $373 billion in assets under management. He has a keen understanding of international trade dynamics, particularly as they relate to the U.S. and Brazil. In a recent analysis, Haugaard highlighted the peculiarities of the U.S. tariff policies against Brazil, noting that the economic rationale often cited for such tariffs does not apply due to the existing trade surplus the U.S. enjoys with Brazil.