Lazard Insights

by Lazard Asset Management

Lazard Insights
  • Language: eng
  • Episodes: 15
  • Last: 27 Feb 2018
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.

Episodes (15)

  • Distilling the Risks of Smart Beta
    Distilling the Risks of Smart Beta
    Play
    Published: 27 Feb 2018 Duration: 08:17
    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. Featu... Read more →
    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. Featu... Read more →

  • Mind the Gap: The Risks of Passive in EM
    Mind the Gap: The Risks of Passive in EM
    Play
    Published: 19 Dec 2017 Duration: 11:50
    The global flight to passive has accelerated over the past few years, but in emerging markets demand for actively managed products continues to flourish. We discuss why this is and how the less efficient, more highly dispersed emerging mark... Read more →
    The global flight to passive has accelerated over the past few years, but in emerging markets demand for actively managed products continues to flourish. We discuss why this is and how the less efficient, more highly dispersed emerging mark... Read more →

  • Global Outlook 2018
    Global Outlook 2018
    Play
    Published: 15 Nov 2017 Duration: 17:24
    In 2018, we continue to have a positive outlook for the United States, euro zone, China, and Japan and are more optimistic than last year as our confidence in the global recovery has strengthened. While it may be unfashionable to be bullish... Read more →
    In 2018, we continue to have a positive outlook for the United States, euro zone, China, and Japan and are more optimistic than last year as our confidence in the global recovery has strengthened. While it may be unfashionable to be bullish... Read more →

  • China A-Shares: A New Chapter for EM Investors
    China A-Shares: A New Chapter for EM Investors
    Play
    Published: 20 Sep 2017 Duration: 12:45
    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 inves... Read more →
    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 inves... Read more →

  • Growth: The Underappreciated Factor
    Growth: The Underappreciated Factor
    Play
    Published: 23 Aug 2017 Duration: 12:57
    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 return... Read more →
    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 return... Read more →

  • Europe: The Recovery No One Wants to Talk About
    Europe: The Recovery No One Wants to Talk About
    Play
    Published: 29 Jun 2017 Duration: 12:04
    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 ... Read more →
    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 ... Read more →

  • MENA Equities: An Overlooked Dimension within Emerging Markets
    MENA Equities: An Overlooked Dimension within Emerging Markets
    Play
    Published: 19 May 2017 Duration: 14:18
    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 ... Read more →
    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 ... Read more →

  • From Deflation Fears to Inflation Concerns
    From Deflation Fears to Inflation Concerns
    Play
    Published: 30 Mar 2017 Duration: 21:06
    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 conce... Read more →
    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 conce... Read more →

  • US Small-Mid Caps: The Opportunity Ahead
    US Small-Mid Caps: The Opportunity Ahead
    Play
    Published: 27 Feb 2017 Duration: 14:27
    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 significan... Read more →
    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 significan... Read more →

  • Global Outlook 2017
    Global Outlook 2017
    Play
    Published: 19 Dec 2016 Duration: 23:11
    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. A... Read more →
    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. A... Read more →

  • Italian Constitutional Referendum Basics for Investors
    Italian Constitutional Referendum Basics for Investors
    Play
    Published: 16 Nov 2016 Duration: 12:55
    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 st... Read more →
    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 st... Read more →

  • Emerging Markets Reforms: Short-Term Pain, Long-Term Gain
    Emerging Markets Reforms: Short-Term Pain, Long-Term Gain
    Play
    Published: 28 Sep 2016 Duration: 23:04
    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 effe... Read more →
    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 effe... Read more →

  • Real Estate: A New Sector in Global Benchmarks
    Real Estate: A New Sector in Global Benchmarks
    Play
    Published: 22 Aug 2016 Duration: 17:44
    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 billio... Read more →
    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 billio... Read more →

  • The Art and Science of Volatility Prediction
    The Art and Science of Volatility Prediction
    Play
    Published: 30 Jun 2016 Duration: 19:18
    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 applic... Read more →
    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 applic... Read more →

  • Brexit Basics for Investors
    Brexit Basics for Investors
    Play
    Published: 27 May 2016 Duration: 16:58
    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 stro... Read more →
    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 stro... Read more →

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