Global Equity Franchise: Three Years of ResultsSubscription
The Lazard Global Equity Franchise Fund started on 30 June 2015 with three investment objectives: (1) Long-run wealth creation; (2) Alpha generation (excess returns with lower risk); (3) Defensive pattern of performance.
The short duration fixed income market is the most investible it’s been in nearly a decade, with short-term yields at their highest levels since 2008.
Don't forget your covenantsSubscription
The Medical Real Estate BoomSubscription
In 2018, health care became the biggest employer in the U.S., now about 12% of the workforce, largely driven by population demographics. Millennials are the largest generation in history and over one-third of Americans are now over age 50.
In our new, 102-page, The Big Book of SI, we analyze the present status of sustainability investing and the big trends that are shaping its future. The book also zooms in on sustainability reporting and the link between ESG and performance.
This follow-up paper Data and Technology: How Information is Consumed in the New Age, reviews the consumption of structured data.
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Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
Unlike autumn where change is evident, the shift to summer is less dramatic. One day the air feels different than before, and before you know it, the chill in the nights has left, and a new season officially arrives. With relatively few meaningful shifts evident on the surface among manager expectations recently, change has been harder to recognise, but it does seem the nights are getting warmer. As often in high summer, storms – in the form of volatility – may be on the horizon....read more