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Lazard Asset Management (Deutschland) GmbH Neue Mainzer Straße 75 60311 Frankfurt, Germany http://www.lazardassetmanagement.com
Contact Ms Zoe Butt +44 20 7448 2802
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Lazard Asset Management (Deutschland) GmbH

Emerging Markets: Höhere Volatilität bietet interessante Einstiegsmöglichkeiten

(PresseBox) (Frankfurt, )
Auch für die Gesamtheit der Schwellenländer hat die Ukraine-Krise die Karten neu gemischt. Denise Simon, Portfoliomanagerin/Analystin für EM-Anleihen, sowie James Donald, Portfoliomanager/Analyst für EM-Aktien bei Lazard Asset Management, ordnen die Gewinner und Verlierer ein und ziehen Schlussfolgerungen für die zukünftige Anlage in diese Assetklasse.

Eine direkte Folge des Kriegs sind die weltweit gesunkenen Wachstumserwartungen. Vor der Invasion standen die Zeichen auf Erholung, die Weltwirtschaft schien die Omikronwelle aufholen zu wollen. Doch die durch den Krieg ausgelösten Sanktionen und die teils stark gestiegenen Rohstoffpreise haben die Erwartungen deutlich gedämpft, wenn auch nicht komplett eingetrübt. „Unser Basisszenario zeigt keine Rezession“, erläutert
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Dco Xbuvnb Ziwuh Gsoioatnyo (Kcsbkyvtnli) FriQ, Kqzu Ikeeslk Gxznug 45, 00069 Dhgdytudi ra Ucbf.
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The publisher indicated in each case (see company info by clicking on image/title or company info in the right-hand column) is solely responsible for the stories above, the event or job offer shown and for the image and audio material displayed. As a rule, the publisher is also the author of the texts and the attached image, audio and information material. The use of information published here is generally free of charge for personal information and editorial processing. Please clarify any copyright issues with the stated publisher before further use. In case of publication, please send a specimen copy to service@pressebox.de.