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.
There Is an Alternative: Hedged Convertible Bonds
8:58Is there any place to hide from market volatility? There may be an alternative: hedged convertible bonds have a unique source of potential return that stems from volatility itself. And we believe they may be more than a short-term solution.
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The Double-Edged Sword
7:38Rising energy prices are one of the most significant economic consequences of the conflict in Ukraine. Europe, which relies heavily on Russian oil and gas, has taken the greatest hit. But Europe is also one of Russia's best customers and a valuable source of revenues, meaning that the dependency cuts two ways.
The Healthcare Revolution Is Happening Now
7:42The mapping of the human genome compares in its impact to that of the silicon chip. Healthcare's Apples and Amazons may eventually emerge, but unlike the hot air that inflated earlier bubbles, published research findings can guide fundamental investors.
Spreading the Wealth: Investing in Xi’s China
14:36China’s increase in regulations over the past year has led to market value losses of more than US$1 trillion and raised doubts about the country’s commitment to a market-based economy. Many of the regulations, however, aim to address structural issues, especially growing income inequality. As China pushes for “common prosperity,” we believe the country can achieve more sustainable growth, and investors can uncover some compelling opportunities.
Setting the Table for 10 Billion: The Need for Sustainable Agriculture
13:58Agriculture’s dual nature as an essential resource and a primary source of greenhouse gas emissions poses a unique challenge, but we believe companies that provide exposure to solutions at the intersection of food production and environmental sustainability may be rewarded by the market in the long term.