Investment Conundrums: Lazard AM's Donald - 'The potential for protectionist policies under Trump remains a chief concern for EM investors'

China debt level's and Trump's agenda cited as key risks

Mike Sheen
clock • 4 min read

James Donald, head of Lazard Asset Management's emerging markets investment platform, has identified key discussion points for the team across the region, as well as areas where they are taking contrarian positions compared to peers.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Cusana Capital's Robert Marshall-Lee: India's growth opportunities Europe can only dream of

Cusana Capital's Robert Marshall-Lee: India's growth opportunities Europe can only dream of

'Buy the dip'

Rob Marshall-Lee
clock 15 April 2026 • 4 min read
Morningstar Wealth's Raymond Sham: Earnings the real test after China's valuation rebound

Morningstar Wealth's Raymond Sham: Earnings the real test after China's valuation rebound

22% rally in 2025

Raymond Sham
clock 09 April 2026 • 3 min read
AVI's Ross McGarry: Reforms set to unlock Korea's hidden value

AVI's Ross McGarry: Reforms set to unlock Korea's hidden value

'Atrocious' corporate governance

Ross McGarry
clock 26 March 2026 • 4 min read
Trustpilot