Lazard Asset Management Outlook On Emerging Markets - July 2020

Jul. 10, 2020 1:20 PM ETTSM1 Comment
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Summary

  • Lazard Asset Management operates from 24 cities across 17 countries Lazard manages $171.9B across a wide range of global, regional and country-specific strategies both traditional and alternative in listed equity and fixed income.
  • The COVID-19 chapter of the 2020 book certainly isn’t finished yet, but the fall and recovery in emerging markets equities so far this year has been a very sharp “V".
  • In addition to the evolution of COVID-19 around the world, we will be watching the re-emergence of US-China tensions closely in the Q3.
  • Within emerging markets debt, we currently see the best return opportunities in high yield external sovereign credit.

JUL
18

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