Insights and Resources

In conversation with Square Mile’s Jock Glover, James Donald, Head of Emerging Markets and portfolio manager of the Lazard Emerging Markets Fund at Lazard Asset Management shares some valuable insights into the dynamic landscape of the emerging markets universe. James shares his thoughts on finding profitable companies in the EM region, managing a value-focused approach and beneficial sectors and countries right now.

Don't have time to listen to the full episode, jump to your favourite part:

01:20: How easy is it to find profitable companies at reasonable valuations in the EM region? 
02:20: From your perspective, how has it been managing emerging markets with a value-focused approach?
05:40: Which sectors or countries are you finding profitable companies in?
09:11: Would a return to 3% to 5% inflation and corresponding interest rates benefit quality undervalued companies in emerging markets?
10:33: How do you divide your tasks with your team between research and meeting with managers?
14:05: What are the key themes in the portfolio?
18:05: Do you have an interesting statistic from the last week?

This podcast was recorded in May 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

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