US-based Lazard Asset Management launched the Lazard Explorer Total Return Portfolio.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The portfolio utilizes a flexible total return investment strategy, seeking to provide clients with strong risk-adjusted returns over a full market cycle.
The portfolio management team considers the entire universe of emerging markets debt asset classes, including external and local sovereign, quasi-sovereign, corporate and inflation-linked debt, when allocating where they believe there is value, based on their global macroeconomic outlook and fundamental sovereign analysis.
The portfolio is managed by Denise Simon and Arif Joshi, managing directors and the portfolio managers on Lazard’s Emerging Markets Debt team. Simon and Joshi are seasoned investors each with over 15 years of experience in managing emerging markets debt portfolios through a full range of economic cycles.
Simon said: "The portfolio takes an unconstrained approach to emerging markets debt investing, looking for the best risk-adjusted returns across the asset class. It utilizes a total return strategy, designed to offer investors the potential to capture alpha opportunities while maintaining lower volatility than the market."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataJoshi commented: "Despite the uncertainty of today’s markets, we believe there are compelling valuation opportunities across the asset class. The Portfolio’s approach offers the flexibility needed to take advantage of them."
