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).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.