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Lazard Insights Conference Calls are part of an ongoing series of conference calls discussing timely issues in today's market. The calls are not specific to any Lazard product, and are designed to bring value-added insights to clients and prospects and to promote our intellectual capital. © 2018 Lazard Asset Management LLC.
 
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The now ubiquitous bitcoin and other cryptocurrencies are creating a decentralized, alternative global financial system. Hoping to push back against the competition, central banks, led by the People’s Bank of China, are investigating what it would take to launch their own digital currencies.By Lazard Asset Management
 
The era of benign markets appears to be over. We explain the market’s historic bull run, sources of the market’s recent volatility, and prospects for a shift in market leadership. AUTHOR Paul Moghtader, CFA Managing Director, Portfolio Manager/Analyst Paul Moghtader is a Managing Director and Portfolio Manager/Analyst, leading Lazard's Equity Advan…
 
The yield curve has inverted prior to each of the last nine recessions. So some investors are concerned that the current yield curve flattening may be followed by an inversion, which could be a harbinger of recession. We see several reasons why this time may be different. Featured Speaker Eulogio (Joe) Ramos Managing Director, Head of US Fixed Inco…
 
Escalating 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 …
 
Among the most vulnerable and inviting targets in any trade war are commodities—the energy, metal, and foodstuffs on which the world depends. Tariffs on these necessities discourage consumption, inhibit growth, and may well add to the challenges facing the global economy at a time when it must grow faster to escape the burden of debt. We assess the…
 
We assess the global implications of a strong US dollar. Featured Speakers Ardra BelitzManaging Director, Portfolio Manager/AnalystLazard Asset Management LLC (New York) Ardra Belitz is a Managing Director of Lazard Asset Management LLC and a Portfolio Manager/Analyst specializing in emerging markets currency and debt. She has been a member of the …
 
As the market environment normalizes, the “easy” returns are likely over, as evidenced by rising volatility. We believe that equity investors who wish to successfully navigate this period of change will need to be more selective about their holdings, as simply tracking the market could deliver a much different experience than that of the past 12–18…
 
Demand and supply is rising fast for green bonds as investors increasingly seek to invest responsibly, balancing financial objectives with concern for the environmental and social impact of their investments. In this Insights, we provide more background on these "green" securities including their investment characteristics and the types of projects…
 
The recent success of smart beta strategies has masked their underlying risks, which could result in sizable and prolonged drawdowns. We highlight some of these flaws and discuss how a multi-factor approach could mitigate these risks. Featured Speaker Paul Moghtader, CFA Portfolio Manager/AnalystLazard Asset Management LLC (Boston) Paul Moghtader i…
 
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 Manager Lazard Asset Management LLC (New York) John Burge …
 
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