Lazard Insights
Quality indexes have outperformed value, growth, and the broader market for decades. We believe an active approach to quality—one that focuses on companies with high levels of financial productivity to start—can increase return potential even further.
info_outline There Is an Alternative: Hedged Convertible BondsLazard Insights
Is there any place to hide from market volatility? There may be an alternative: hedged convertible bonds have a unique source of potential return that stems from volatility itself. And we believe they may be more than a short-term solution.
info_outline Is the Third Time a Charm for Japanese Equities?Lazard Insights
Often ignored by global investors, Japanese equities now stand out as an opportunity relative to other developed markets and to their own history.
info_outline The Double-Edged SwordLazard Insights
Rising energy prices are one of the most significant economic consequences of the conflict in Ukraine. Europe, which relies heavily on Russian oil and gas, has taken the greatest hit. But Europe is also one of Russia's best customers and a valuable source of revenues, meaning that the dependency cuts two ways.
info_outline The Healthcare Revolution Is Happening NowLazard Insights
The mapping of the human genome compares in its impact to that of the silicon chip. Healthcare's Apples and Amazons may eventually emerge, but unlike the hot air that inflated earlier bubbles, published research findings can guide fundamental investors.
info_outline Spreading the Wealth: Investing in Xi’s ChinaLazard Insights
China’s increase in regulations over the past year has led to market value losses of more than US$1 trillion and raised doubts about the country’s commitment to a market-based economy. Many of the regulations, however, aim to address structural issues, especially growing income inequality. As China pushes for “common prosperity,” we believe the country can achieve more sustainable growth, and investors can uncover some compelling opportunities.
info_outline State of PlayLazard Insights
The migration of sophisticated games onto mobile devices, which originated in Asia, has triggered explosive digital gaming growth worldwide.
info_outline Setting the Table for 10 Billion: The Need for Sustainable AgricultureLazard Insights
Agriculture’s dual nature as an essential resource and a primary source of greenhouse gas emissions poses a unique challenge, but we believe companies that provide exposure to solutions at the intersection of food production and environmental sustainability may be rewarded by the market in the long term.
info_outline Are Inflation Concerns Inflated?Lazard Insights
If inflation remains above the Fed’s 2% target through 2022 and then stabilizes at or slightly above 2% thereafter, it will mark a major turning point for interest rates.
info_outline Searching For Stable Income In Volatile TimesLazard Insights
With global yields close to their historic bottom and jittery markets anticipating resurgent inflation, we believe investors should no longer count on returns on “risk-free” income keeping pace with rising prices. View the slide presentation here: https://www.lazardassetmanagement.com/gl/references/media/stable-income-volatile-times
info_outlineThe complexion of the MSCI Emerging Markets Index is about to change. MSCI’s announcement that they will include China A-shares means that China, already a large part of the index, will become even more important. How will this impact investors?
Featured Speaker