Understanding the Quality Edge
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.
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There Is an Alternative: Hedged Convertible Bonds
Lazard 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.
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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.
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The Double-Edged Sword
Lazard 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.
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The Healthcare Revolution Is Happening Now
Lazard 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.
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Spreading the Wealth: Investing in Xi’s China
Lazard 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.
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State of Play
Lazard Insights
The migration of sophisticated games onto mobile devices, which originated in Asia, has triggered explosive digital gaming growth worldwide.
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Setting the Table for 10 Billion: The Need for Sustainable Agriculture
Lazard 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.
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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.
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Searching For Stable Income In Volatile Times
Lazard 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_outlineEscalating trade conflict could upset the current multilateral global trading system. Reorienting global operations and supply chains could be difficult, disruptive, and costly for many businesses. We believe understanding how a business and its competitors are exposed to this risk is critical to evaluating the potential impact of protectionism on profits.
Featured Speaker
Ron Temple
Managing Director, Co-Head of Multi-Asset and Head of US Equity
Lazard Asset Management LLC (New York)