Listen to the latest podcast episode where Amaya Assan, Head of Fund Origination at Square Mile Research sits down with James Donald, Head of Emerging Markets at Lazard Asset Management and Portfolio Manager of the Lazard Emerging Markets Fund - rated ‘A’ in our Academy of Funds./p>

Together they explore Lazard’s investment philosophy, examples of emerging market opportunities, and how the team navigates key regional risks. James also shares insights into portfolio positioning, sector exposures, and the trends shaping their current investment outlook.

If you don't have time to listen to the full episode, you can jump to some of the highlights:

• 01:10 Can you give us a brief description of your investment philosophy and approach, and what your team are looking for in companies?
• 03:41 Could you give us a couple examples of opportunities in the region, in the different markets and industries, that investors may be less familiar with?
• 06:58 What are the key risks facing the region and how is the portfolio positioned for this?
• 10:24 In terms of portfolio positioning, can you give some examples of where your biggest exposures are and your less seen opportunities?
• 15:59 In terms of industries, are there any new trends or sectors that you are looking at or avoiding?

This podcast was recorded in September 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

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