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Ignoring the Short Term – a thematic perspective from Lazard Asset Management

15 May 2017

Lazard Asset Management (the manager of Zurich’s Global Thematic Share Fund) recently evolved its investment thinking, introducing new themes into Global Thematic that more precisely capture the long term wealth creation opportunities identified by the investment team. We’ve explored the ‘Empowered Consumer’ and ‘First World Health’ themes already, and here we look at ‘Ignoring the […]

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Must investing in emerging markets be volatile?

6 April 2017

Volatile equity performance in emerging markets has led some investors to chase performance historically, buying shares when prices are high and selling them when prices are lower. Consider the pattern of net flows into an emerging market Exchange-Traded Fund [ETF] as shown in graph 1. Graph 1: iShares MSCI Emerging Markets Index ETF net flow […]

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First World Health – a thematic perspective from Lazard Asset Management

7 March 2017

Lazard Asset Management (the manager of Zurich’s Global Thematic Share Fund) recently evolved its investment thinking, introducing new themes into Global Thematic that more precisely capture the long term wealth creation opportunities identified by the investment team. One of the new themes is ‘First World Health’, which addresses the rising cost of healthcare globally, and specifically […]

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Is the ‘yield trade’ over?

23 November 2016

This is not the first time that market pundits have signaled the end of the ‘yield trade’, though the case for it today is perhaps the most compelling to date.

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