Lazard’s Eric Van Nostrand on quant investing in emerging market equities
Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.
Opublikowano: 2026-04-27
Eric Van Nostrand, Chief Investment Officer, Lazard Asset Management | Eric discusses the role of quantitative investing in emerging market equities and how it can adapt to regime shifts without overreacting to short-term noise and macro interference to more reliably generate alpha. Listen to the full interview which covers: - How does limited analyst and media coverage in emerging markets create opportunities for skilled active managers? - Can you explain why macro interference is especially problematic in EM equities, and how a systematic framework mitigates this? - How can a quantitative process...