Lazard Asset Management

Emerging markets hitting the sweet spot

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Emerging markets have begun to recover following several years of flat returns following the GFC. Rohit Chopra, Portfolio Manager for the Lazard Emerging Markets Equity Fund, believes that strong company fundamentals and growing economies have created a positive environment for emerging markets equities. Show More

emerging markets Lazard Asset Management rohit chopra

Why we’re excited about Woodside

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Dr Philipp Hofflin, Portfolio Manager at the Lazard Australian Equities Team, is excited about Woodside’s recent acquisition of an increased share of the Greater Scarborough gas fields. While the development is capital intensive initially, the ongoing capex is minimal, and it will be highly cashflow generative. Show More

ASX:WPL Philipp Hofflin Lazard Asset Management

Investing where we find the biggest mispricings

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In emerging markets, there’s a small group of Chinese technology businesses that get all the attention. These firms make up a large part of the emerging markets index but offer few opportunities for the contrarian investor. Here, Rohit Chopra from Lazard Asset Management explains where they’re finding opportunities today. Show More

emerging markets Lazard Asset Management rohit chopra

The key to being a successful investor

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There’s never a dull moment as an emerging markets investor, says Rohit Chopra, Portfolio Manager at the Lazard Emerging Markets Equity Fund. Being successful in emerging markets requires strong conviction, and the patience to ride out volatility. Watch the short video below to hear more. Show More

emerging markets Lazard Asset Management rohit chopra

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Who wins if the AUD falls?

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Traditionally, yields on Australian government bonds have been higher than their US counterparts. In fact, the last time US bonds traded at a premium was nearly 20 years ago. That changed recently as a booming US economy and lacklustre Australian economy conspired to drive the differential below zero again. Show More

Beware: Confronting the perils of leverage

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For professional investors, mistakes are not a rare occurrence. Common wisdom holds that if you get six out of 10 correct, you’re doing pretty well. The key is learning from your mistakes, so you can avoid repeating them. Edward Rosenfeld, Portfolio Manager at the Lazard Global Small Caps Fund, says... Show More

How to pick a cracking small cap

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With around 8,000 small caps to choose from around the globe, narrowing down that universe is a key part of successfully investing in this area. Edward Rosenfeld, Portfolio Manager at the Lazard Global Small Cap Fund, says there are four essential elements that they consider when assessing a potential investment.... Show More

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