Content (36)

  • Sustainable Investing at LAM

    White papers

    Sustainable Investing at Lazard Asset Management

    2020-07-16T13:54:00Z

    Humanity faces multiple global threats, such as climate change, social inequality, and business fragility. We believe challenges such as these will prompt consumers, businesses, and governments to favor products, services and policies that promote a more sustainable future. This has implications for investors, and they need to be aligned with the direction of change.

  • Hydrogen’s Role in the Green Economy

    White papers

    Hydrogen’s Role in the Green Economy

    2020-06-19T10:43:00Z

    Hydrogen is the simplest and most abundant element in existence. People have imagined possible applications for hydrogen for a long time, but these ideas have often been full of promise yet short on delivery. So far, the element’s uses have mostly been limited to large-scale, carbon-heavy industries.

  • COVID-19 Is Radically Shifting Consumer Behaviour

    White papers

    COVID-19 Is Radically Shifting Consumer Behaviour

    2020-05-13T08:40:00Z

    The Coronavirus Disease 2019 (COVID-19) is having a profound effect on people’s lives and livelihoods all over the world. This global public health emergency has impacted many sectors acutely and in a different way to any financial, humanitarian, or natural crisis since World War II. Governments, companies, and individuals are all implementing unprecedented responses. Some of the behavioural changes we are seeing may be transitory, but others will likely be longer lasting, especially where they accelerate existing structural trends.

  • What COVID-19 Means for Corporate Strategy

    White papers

    What COVID-19 Means for Corporate Strategy

    2020-04-07T13:01:00Z

    Governments have taken unprecedented measures to safeguard people’s lives from the Coronavirus Disease 2019 (COVID-19). These have had a massive impact on the global economy and laid bare the complex relationships between governments, companies, and society as a whole.

  • COVID-19 Highlights Fragilities of the Gig Economy

    White papers

    COVID-19 Highlights Fragilities of the Gig Economy

    2020-03-31T14:02:00Z

    Companies are having to make very important decisions about how to manage human capital through the current coronavirus (COVID-19) pandemic, including how to deliver on their responsibilities to their employees and customers, as well as their shareholders. Many gig economy businesses have proven to be valuable network enablers at this time, ferrying food around locked-down areas and responding to exceptional levels of demand. However, the pandemic is also acutely highlighting the precarious nature of the gig economy worker-company relationship.

  • Sustainability Talks

    White papers

    Sustainability Talks

    2020-03-18T10:18:00Z

    The Coronavirus outbreak is, above all, a human emergency, with far-reaching implications for the global economy and financial markets. As investors, we also think the current situation raises important questions about sustainability, and how companies are weighing the interests of all stakeholders, not just their shareholders.

  • Lazard Global Thematic Focus Fund

    White papers

    Lazard Global Thematic Focus Fund

    2020-03-05T10:40:00Z

    Thematic equities can play an important role for investors, as a standalone allocation or a compliment to existing holdings. Investing on a thematic basis could help to generate a differentiated return stream as these strategies seek to capitalise on the structural transformations taking place in the global economy.

  • Surprises of 2019 -1

    White papers

    Surprises of 2019

    2019-12-27T14:28:00Z

    Our analysts share what they think have been the biggest market surprises of 2019, touching on the Federal Reserve, M&A activity, and surprises in the technology sector, among other topics.

  • European Corporates in the Vanguard of a Changing Global Economy

    White papers

    European Corporates in the Vanguard of a Changing Global Economy

    2019-11-26T14:11:00Z

    Investors have taken a “glass half-empty” view of Europe for too long, in our view. Discouraged by lacklustre headline growth and an undercurrent of political uncertainty, some investors now have very little exposure to the region. We think this is misguided, considering steady improvements in the domestic economy, signs of industrial lead indicators bottoming out, receding political risk, and attractive valuations. European equity markets are also among the most established, ESG-focused, and globally diversified in the world.

  • By The Numbers - Lazard Euroland Equity Alpha

    White papers

    By The Numbers - Lazard Euroland Equity Alpha

    2019-11-25T15:38:00Z

    The core principles of the strategy’s bottom-up investment philosophy is the focus on companies with high or rising financial productivity that is sustainable and the trade-off between that and valuation.

  • Letter from the Manager

    White papers

    Lazard Rathmore: Letter from the Manager

    2019-11-25T15:29:00Z

    Delivering Equity-Like Returns with Bond-Like Risk for over a Decade

  • Understanding the Investment Implications of the Gig Economy

    White papers

    Understanding the Investment Implications of the Gig Economy

    2019-09-25T15:40:00Z

    Rapid advancements in technology have disrupted a number of industries as well as the employment landscape through the rise of the so-called “gig economy”—which pays workers on a “per-job” basis without guaranteeing hours.