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 today

  • 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

Alquity's Francisco Gonzalez: India's overlooked opportunity amid the AI rally

Alquity's Francisco Gonzalez: India's overlooked opportunity amid the AI rally

Macro and micro remain 'solid'

Francisco Gonzalez
clock 05 August 2026 • 4 min read
JPMAM's Anuj Arora on China becoming EMs' 'contrarian play'

JPMAM's Anuj Arora on China becoming EMs' 'contrarian play'

Asia ‘workshop of the world’

Michael Nelson
clock 16 July 2026 • 3 min read
Deep Dive: Latin America moves away from 'purely resources' story

Deep Dive: Latin America moves away from 'purely resources' story

Selective positioning required

Michael Nelson
clock 10 July 2026 • 4 min read
Trustpilot