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.
Opportunities in the Short Duration Fixed Income MarketSubscription
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.
Yields might be stagnant, but income doesn’t have to beSubscription
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.
New: The Big Book of SI
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.
Data and Technology: How Information is Consumed in the New Age
This follow-up paper Data and Technology: How Information is Consumed in the New Age, reviews the consumption of structured data.
Outlook on Emerging MarketsSubscription
Outlook on EuropeSubscription
Top 400 Asset Managers survey 
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Top 400 asset class tables 
Developed market equities tables
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Top 100 Real Estate Investment Managers survey 
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IPE Investment Manager Expectations Indicator
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
Manager expectations June 2018
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
Pictet Asset Management
Pictet Asset Management is an independent asset manager, overseeing over EUR 162 billion for our clients across a range of equity, fixed income, alternative and multi asset products.
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Dissecting the cost of trade war
Investors are becoming hopeful that the US and China can avert a full-scale trade dispute. The world’s two biggest economies have reasons to do so – according to our calculations, a trade war – however improbable – would tip the global economy into stagflation and lead to a sharp decline in world stocks, as our chief strategist Luca Paolini outlines in this short article....read more
US bond yields: nothing to see here?
Investors shouldn’t get too anxious about a recent sell-off in US Treasuries.
In investment, nothing focuses the mind more than those instances when a currency, index or security bursts through what’s regarded as a “psychologically important” level. Investors are currently living through just such a moment....read more
