Eric Van Nostrand
CIO, Lazard Asset Management
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 04
$69.10
-0.3%
Emerging markets benefit from structural forces like diversification by global reserve managers, easing dollar dominance, and secular growth in the Global South. These factors outweigh the typical headwind of higher US rates, making EM equities attractive.
Macro
Long
Jun 04
$88.89
-1.6%
European equities are more attractive than US equities because of better monetary and fiscal policy posture, less overvaluation from AI enthusiasm, and an improved ability to weather supply shocks. He is more bullish on Europe than he has been in a long time.
Macro
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