Emerging Markets Debt: A Strategic or Tactical Asset Class?

Lazard Asset Management show

Summary: The emerging markets continue to garner headlines as investors increasingly recognize the potential long-term growth trends of the asset class. Additionally, as many of these markets continue to develop, they often represent very different structures and opportunities compared to developed markets. Please join Arif Joshi, Managing Director and Portfolio Manager/Analyst on Lazard's Emerging Market Debt strategies, for his thoughts on how the strengthening and differentiated fundamentals of emerging debt markets create opportunities for investors, and why this may be a long-term secular development as opposed to a short-term tactical opportunity. Featured Speaker: Arif T. Joshi, CFA Managing Director, Portfolio Manager/Analyst Arif Joshi is a Portfolio Manager/Analyst on Lazard’s Emerging Markets Debt team. He began working in the investment field in 1998. Prior to joining Lazard in 2010, Arif was with HSBC Asset Management (formerly Halbis) where he served as Senior Vice President and Portfolio Manager. At HSBC, Arif was responsible for global emerging markets, focusing on corporate and sovereign credit analysis, risk management and quantitative modeling. He began this role at The Atlantic Advisors LLC (acquired by HSBC in 2005). Prior to HSBC, he was an associate at Strategic Management Group where he advised Fortune 500 companies on finance and corporate strategy. Arif has an MBA in Finance from Columbia Business School and a BS in Economics from the Wharton School at the University of Pennsylvania.