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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Lazard - Chinese Banking: Are Risks Misunderstood?

Starting in 2009 credit growth in China expanded at a dramatically fast pace. Credit has reached high aggregate volumes, but growth has not been uniform across sectors.

Company: Lazard
Date added: 26-01-2016
Sector: China

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Lazard - Risk and Opportunity in Changing China

Asia Matters is a series of papers from the

Lazard Asia ex-Japan Equity Team that looks

at the major investment, economic, and political

trends unfolding in the region. ‘Risk and

Opportunity in a Changing China’ is the first in the series, it contains our perspectives on local markets and companies after our extensive travel throughout China. We explore several investment themes— the corruption crackdown, mass consumption, the stimulation of the services sector—and why they are important for investors.

Company: Lazard
Date added: 26-01-2016
Sector: China

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Lazard - Outlook on Europe

Europe’s economic backdrop has become relatively robust. Total third-quarter 2015 GDP for the 28 economies of the European Union (EU) was up 1.9% year-on-year and the unemployment rate has fallen to 9.3%, the lowest level in more than six years.

The unemployment level in Italy has been stubbornly high for the past few years, but has been improving since September 2014 (Exhibit 1). According to Italy’s national statistics office, it fell to 11.3% in November, its lowest level in three years, with the number of unemployed dropping by nearly 500,000 year-on-year.

Company: Lazard
Date added: 26-01-2016
Sector: European Equities

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Lazard - Europe: Where are we now?

 

 

How soon we have come to measure the euro zone crisis in years. From the race to save the Greek economy from bankruptcy to the rise of the populist right in the recent EU Parliamentary Elections, one thing now clear is that the number of commentators predicting the end of the union has diminished with every hurdle overcome.

Company: Lazard
Date added: 26-01-2016
Sector: European Equities

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Lazard - An Unconstrained Approach to Generating Equity Income

The economic and capital market volatility in recent years has reduced the attractiveness of equities to many investors, and it has led to unprecedented flows into fixed income. However, the yields available in fixed-income markets were already low by historical standards, and additional capital flows have further reduced those yields.

Company: Lazard
Date added: 26-01-2016
Sector: Global Equities

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Lazard - Outlook on UK Equities

Heading into 2016, we are positive in our outlook for UK equities.

The UK economy is in good shape; market expectations are for GDP growth of 2.25% to 2.5%, with unemployment continuing to fall and wage growth nudging up to 3%, as the labour market tightens and the introduction of the national living wage from April 2016 exerts a knock-on effect for up to a quarter of the workforce, according to estimates from the government’s budget watchdog.

Company: Lazard
Date added: 26-01-2016
Sector: UK Equities

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LGT - Our understanding of sustainability

For more than four hundred years, the Princes of Liechtenstein

have been passionate art collectors. The Princely

Collections include key works of European art stretching over five centuries and are now among the world’s major private art collections. The notion of promoting fine arts for the general good enjoyed greatest popularity during the Baroque period. The House of Liechtenstein has pursued this ideal consistently down the generations.

Company: Lazard
Date added: 22-10-2015
Sector: Environmental, social and governance (ESG)

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LGT - A brief company portrait

Company brief portrait with financial highlights as of 30.06.2015

Company: Lazard
Date added: 22-10-2015
Sector: Markets

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