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Episodes

China A-Shares: A New Chapter for EM Investors

9/20/2017
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The 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 John Burge Director, Product ManagerLazard Asset Management LLC (New York) John Burge is a Product Manager on the Emerging Markets team. He began working in the investment field in 1988. Prior to joining Lazard in 2015, John...

Duration: 00:12:44


Growth: The Underappreciated Factor

8/23/2017
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Quantitative managers commonly employ several factors to capture excess returns, but often overlook the growth factor. In this Insights, however, we suggest that an alternative approach to identifying growth stocks can deliver excess returns over the long term. Featured Speaker Jason Williams, CFA Senior Vice President, Portfolio Manager/Analyst Jason Williams is a Portfolio Manager/Analyst on Lazard's Equity Advantage team. He began working in the investment field in 2001. Prior to...

Duration: 00:13:02


Europe: The Recovery No One Wants to Talk About

6/29/2017
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What a difference a year makes. After an era of slow growth combined with a somewhat tepid outlook, we believe Europe and European companies may now be entering a sustainable period of recovery. Key European economic leading indicators are clearly improving alongside European GDP growth. John Reinsberg, Deputy Chairman, analyzes the drivers of this recovery, contrasting macroeconomic observations with the view from the bottom up. Featured Speaker John R. Reinsberg Deputy Chairman, Head...

Duration: 00:12:09


MENA Equities: An Overlooked Dimension within Emerging Markets

5/19/2017
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For emerging markets investors, MENA is becoming a more significant part of the opportunity set. MENA governments are committing a large amount of capital to drive growth, For emerging markets investors, MENA is becoming a more significant part of the opportunity set. MENA governments are committing a large amount of capital to drive growth, while the emergence of an increasingly educated population should boost long-term economic prospects. Walid Mourad, Portfolio Manager/Analyst on the...

Duration: 00:14:17


From Deflation Fears to Inflation Concerns

3/30/2017
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Over the past couple of years, persistently low inflation has concerned policymakers and investors. More recently, however, expectations have reached an inflection point as Over the past couple of years, persistently low inflation has concerned policymakers and investors. More recently, however, expectations have reached an inflection point as higher inflation will be a key risk going forward. Ron Temple, Co-Head of Multi-Asset and Head of US Equity, reviews recent inflation trends, where...

Duration: 00:21:05


US Small-Mid Caps: The Opportunity Ahead

2/27/2017
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Over the last 25 years, small-mid cap equities have had significantly higher returns than both small cap and large cap equities and, today, the potential for rising interest Over the last 25 years, small-mid cap equities have had significantly higher returns than both small cap and large cap equities and, today, the potential for rising interest rates, lower corporate tax rates, and economic growth could provide an immediate boost for this area of the market. Eugene Krishnan, Portfolio...

Duration: 00:14:26


Global Outlook 2017

12/19/2016
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This past year was filled with surprises for global investors, highlighted by the United Kingdom’s vote to leave the European Union, Donald Trump’s US presidential election victory, and Italian voters’ rejection of constitutional reforms. As we look forward to 2017, it is worth noting that on many levels expectations have not changed meaningfully. However, the logic behind our expectations has changed. In the year ahead, while we have a generally positive outlook for growth we can also...

Duration: 00:23:10


Italian Constitutional Referendum Basics for Investors

11/16/2016
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The Italian referendum on constitutional reform may be the next source of geopolitical risk in Europe. However, we believe that, if successful, the reform should simplify the process for laws to be approved in Italy and ensure government stability—this would help implement much-needed structural reforms to address economic issues. Giuseppe Ricotta, Portfolio Analyst on Lazard’s Multi Asset team, reviews the merits of the proposed reform and discusses the implications for...

Duration: 00:12:54


Emerging Markets Reforms: Short-Term Pain, Long-Term Gain

9/28/2016
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ost emerging nations have established world-class companies and deepened their capital markets, but many still have basic institutional frameworks and principles that lag significantly when compared to the developed world. Reforms that effectively address this can be an important driver of future progress. Thomas Boyle, Portfolio Manager/Analyst, and Celine Woo, Research Analyst, examine the range of reforms in Latin America and Asia. Featured Speakers Thomas C. Boyle Director,...

Duration: 00:23:03


Real Estate: A New Sector in Global Benchmarks

8/22/2016
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On 31 August 2016, real estate will be the first new sector to be added to the Global Industry Classification Standard (GICS) since the system was formed by S&P and MSCI in 1999. Based on industry estimates, anywhere from $30 to $100 billion of new capital may flow into REITs as a result of this change. Christopher Hartung, Portfolio Manager/Analyst on Lazard’s Global Real Estate Securities team, discusses the specific changes to GICS and the impact it may have on the real estate industry...

Duration: 00:17:43


The Art and Science of Volatility Prediction

6/30/2016
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Uncertainty is at the center of every financial model and volatility is widely accepted as the practical measure of uncertainty. In this setting, one of the most profound findings in financial economics is volatility forecasting. The applications of volatility predictions can improve outcomes for asset allocators through a volatility targeting approach. Stephen Marra, Portfolio Manager/Analyst on Lazard’s Multi Asset team, explains the statistical properties underlying volatility...

Duration: 00:19:16


Brexit Basics for Investors

5/27/2016
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The forthcoming June 2016 Brexit referendum vote—where the United Kingdom will choose to remain or leave the European Union (EU)—has centered investors’ attention on the consequences of this decision. Europe and the United Kingdom hold strong economic ties, as bilateral trade is significant, but there are several other crucial issues to understand both sides of the debate. Importantly, an exit from the EU is unprecedented and as a result has generated uncertainty in the relevant markets....

Duration: 00:16:57


A Solution for a New Fixed-Income Paradigm: Emerging-Market Currencies and

8/20/2013
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Duration: 00:39:45


Is Global Diversification Dead?

7/24/2013
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Duration: 00:27:28


The Evolution and Divergence of Emerging Markets and What It Means to Asset

6/13/2013
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Duration: 00:33:45


Equity Income in a Low-Yield World

5/22/2013
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Duration: 00:25:36


European Equities: From Crisis to Rebirth

3/21/2013
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Duration: 00:35:24


Trade-Offs in Liquid Alternatives: The Currents beneath the Surface

2/20/2013
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Duration: 00:35:35


2013 Global Overview: Incremental Change and Clarity

1/22/2013
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Duration: 00:37:03


The Interest Rate Conundrum

12/18/2012
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Duration: 00:29:21

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