Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
Martin Flood, manager of the Lazard US Equity Concentrated fund, on why he believes US consumers can continue to drive economic growth as middle class fortunes improve.
Martin Flood, manager of the Lazard US Equity Concentrated fund, explains the case for US equities despite their current premium valuation levels.
Defensives underperformed in H1
China's 'new economy', focused on consumer demand and the service sectors, is accelerating.
Will rebrand to PGIM in January
Nikko Asset Management has expanded its global fixed income team with the hire of fund manager Holger Mertens from Lazard.