Lazard Picks Through Ashes of Emerging-Market Rout

The transcript discusses Lazard's investment strategies in emerging markets, focusing on buying bonds in countries like Ghana and Indonesia due to fiscal discipline. It also covers their approach to the potential trade war, predicting no escalation and continuing risk-taking. Additionally, the transcript highlights the impact of the dollar's performance on investments, noting a shift from peak growth to anticipated dollar weakness.

How does the dollar rally impact market expectations according to the discussion?

What is the anticipated trend for the dollar going forward as per the analysis?