Arif Joshi

Portfolio Manager and Analyst on Lazard Asset Management's Emerging Markets Debt team. Focuses on recent developments surrounding US trade policy, the economy, and international markets.

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Jul 25, 2025 • 21min

Navigating macroeconomic & geopolitical risks with Arif Joshi, Lazard Asset Management

Arif Joshi, a Portfolio Manager and Analyst at Lazard Asset Management, dives into the intricate world of macroeconomic and geopolitical risks. He discusses the latest shifts in U.S. trade policy and how they affect global markets. Joshi explores the interplay between tariffs and inflation, shedding light on the Federal Reserve’s strategies. The complexities of U.S.-China relations and the impact of the Russia-Ukraine war are also examined, highlighting evolving market dynamics and investor sentiment amid these significant challenges.

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