Defying the odds and outperforming in 2022, January 2023

Bertrand Cliquet, co-manager of Lazard Global Equity Franchise fund, tells us how the fund managed to post positive return while most of their peers lost money in 2022 and how the use of a behavioural filter helped remove market sentiment. The second half of the interview looks ahead towards 2023 and how Bertrand and the team take into account inflation and recession when positioning the fund.