Is the tide finally turning for Chinese equities?
Green shoots have started to emerge among China and Greater China portfolios
Lazard
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What does US return to the Paris Agreement mean for investors?
Lazard AM, Janus Henderson, Goldman Sachs AM and Kempen Capital Management weigh in
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Lazard offers Scandinavian bond fund
Portfolio mainly consists of Scandinavian bonds and global bonds denominated in Scandinavian currencies
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Lazard launches commodities Ucits
Lazard Asset Management has launched a commodities Ucits as a response to investor concerns over duration risk and rising inflationary pressures.
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Lazard: the appeal of convertible bonds
Convertibles will be one of the best performing asset classes this year, argues Arnaud Brillois, managing director and portfolio manager at Lazard Asset Management.
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Will stock volatility flip when rates rise?
Low volatility stocks lose their defensive characteristics when rates go up and markets are under stress, fund managers told the audience at Expert Investor Norway last week. Is this a risk which could seriously unsettle markets, after the huge inflows into low volatility strategies in the past years?
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Is growth still the place to be in EM equities?
Growth stocks have traditionally outperformed their value counterparts in fast-growing emerging economies, and fund selector preferences are aligned accordingly. But does this still make sense in the context of decelerating EM growth and a change from export-led to consumer-led growth?
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Dutch fund buyers are ‘Fed up’
A rate rise by the Fed is long overdue, fund selectors in the Netherlands believe. Fund managers attending the Expert Investor Netherlands conference agreed and fiercely criticised the central bank for its alleged ‘backward guidance’.
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Finnish fund selectors struck by indecision
The recent market slump seems to have paralysed Finnish fund selectors as they have collectively put their allocations on hold.
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Finnish fund selectors struck by indecision
The recent market slump seems to have paralysed Finnish fund selectors as they have collectively put their allocations on hold.
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Finnish fund selectors struck by indecision
The recent market slump seems to have paralysed Finnish fund selectors as they have collectively put their allocations on hold.