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On the risks to "safe" government debt, Mr Hasenstab is not forecasting when rates will rise.
CNN: Flee 'safe' sovereign debt, says Hasenstab
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"This recent access to the market I think finally closed the door on a lot of the naysayers, " says Mr Hasenstab.
CNN: Flee 'safe' sovereign debt, says Hasenstab
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Mr Hasenstab likens this to a previous bet on the Japanese yen, where Templeton was very early on its negative view of the currency.
CNN: Flee 'safe' sovereign debt, says Hasenstab
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Last year funds controlled by Mr Hasenstab practically cornered the market for Irish and Hungarian debt as part of aggressive bets that both countries would recover from the financial crisis.
CNN: Flee 'safe' sovereign debt, says Hasenstab
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Mr Hasenstab is anything but a bleating Cassandra.
CNN: Flee 'safe' sovereign debt, says Hasenstab
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Mr Hasenstab says that his exposure to emerging markets means that he is already exposed to countries such as Spain and Italy, even if he does not own their bonds directly, due to the consequences of another crisis.
CNN: Flee 'safe' sovereign debt, says Hasenstab
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But while Mr Hasenstab forecasts recession for Europe, he still thinks it will hold together, and is more upbeat about the global economy as the effects of quantitative easing by central banks in the developed world are exported to emerging markets.
CNN: Flee 'safe' sovereign debt, says Hasenstab