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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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US election results roil global markets

10 November 2016

The 2016 US presidential election has been one of the most contentious in recent memory. In the weeks leading up to election day, American Century Investments’ most senior investment professionals have been sharing their views on potential outcomes. Read the latest perspective on Decision 2016 from Co-CIOs G. David MacEwen and Victor Zhang on the […]

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Has the hunt for yield reached emerging markets equity?

30 August 2016

High valuations for U.S. stocks coupled with low interest rates and ample liquidity have driven a much-talked about search for yield. Thankfully, we have not yet seen a broad impact on higher-yielding stocks in the emerging markets, writes Stephen L. Kinney, Portfolio Specialist with Wells Fargo Asset Management. Take utilities—often the prototypical dividend sector—as an […]

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