Lazard Asset Management
The Question Is...Episodes
Episodes of The Question Is...
Mark All
Search Episodes...
While volatility may continue to rile global markets, we believe that currently, when it comes to hedged convertible bonds, they are well-positioned for value extraction. Sean Reynolds and Sarah George of the convertibles-based strategies team
Consumer prices dominate headlines, but tight labor markets and upward pressure on wages might be better indicators of where the European Central Bank and Federal Reserve are currently heading. Host Ronald Temple discusses with Matthieu Grouè
A harbinger of progress or a spark of false hope: Does October’s CPI report mean that US inflation is finally easing? While it may be too early to draw firm conclusions, signs are encouraging. Host Ronald Temple and David Alcaly, a Senior Vice
Some believe the United Nations Climate Change Conference, better known as COP, is purely ceremonial: Negotiations are agreed upon well in advance, and no meaningful change comes out of them. But this is not necessarily true. Tim Smith, a membe
Investors’ shift into value from growth stocks earlier this year was one of the most extraordinary rotations ever. In this episode, Director/Investment Strategist Jason Williams and host Ron Temple deconstruct equity market performance over the
Robert Wall, Head of Sustainable Private Infrastructure, speaks with host Ronald Temple about sustainable investing in the intriguing world of private infrastructure. They discuss the evolution and growth of the asset class, uncovering the oppo
Over the past year, inflation has been a topic of great concern to investors in Europe and the United States. But emerging markets central banks led the world in raising interest rates to combat rising prices ̶ so what’s happening now? In this
Warryn Robertson, a Portfolio Manager/Analyst on the Global Listed Infrastructure, Global Equity Franchise, and Australian Equity teams, talks to host Ronald Temple about infrastructure’s role as a potential inflation hedge, global differences
Credit expert Vincent Mistretta tells host Ron Temple that as the Fed raises rates amid high and rising inflation, markets are likely to become much more discerning about which companies are most vulnerable to margin compression, rising leverag
Oren Shiran, Managing Director and Portfolio Manager/Analyst on the Lazard US Systematic Team, talks to host Ronald Temple about his view of the US small cap market, including why small caps are trading at such a discount to large caps and wh
In less than a week, the conflict between Russia and Ukraine has raised questions about the future of those two countries and redrawn long-established political lines, uniting countries in Europe and beyond while isolating Russia. Nicholas Bra
In addition to being a Portfolio Manager/Analyst on our Global Thematic Equity strategy, Managing Director Steve Wreford is a student of history. In the second part of a two-part discussion, Wreford tells host Ronald Temple that the high valuat
When prices first started rising, it was easy to chalk it up to the world’s emergence from the depths of the pandemic. As base effects fade, however, that’s getting harder. Steve Wreford, who is accustomed to thinking about structural change as
We’re taking a break for the holidays and will return in the new year with new episodes, new guests, and of course, new questions. Enjoy the holidays!
Inflation is at a multi-decade high in multiple countries. In the final episode of our first season, Ron Temple and Werner Krämer, a Managing Director and Economic Analyst based in Frankfurt, debate just how high inflation could go in both th
Global ports are clogged with container ships, the cost of hauling freight has skyrocketed, shortages have become commonplace … and did we mention the holidays are coming? Ron Temple and Keith Mori, a Senior Vice President and industrial analys
People are keen to write China’s obituary as the government tightens regulations and tries to navigate a property bubble that appears likely to swallow one of its largest developers, says Philipp Hofflin, a Portfolio Manager/Analyst on the Au
From cars to smartphones, manufacturers have been feeling the squeeze from a global shortage of semiconductors. In this episode, Director and Technology Analyst Robert Horton explains to Ron how fragile supply chains, geopolitics, and a global
Robots can do surgery, smart implantable devices can monitor your heart health, and artificial intelligence promises to cut the time and cost of developing new drugs. In other words, the digital revolution that has transformed other sectors of
The latest United Nations climate report made it clear: Time is running out to prevent the most catastrophic events of climate change. In this episode, Ron Temple asks Jennifer Anderson, Managing Director and Co-Head of Sustainable Investment
Since easing measures started in the spring of 2020, the Big 4 central banks have purchased a total of $800 million in securities every hour of every day, and many emerging markets have experimented with quantitative easing ̶ a once unthinkab
If Japanese executives were more afraid of losing their jobs, it might actually be good for Japanese equities. Scott Anderson, a Director and Portfolio Manager/Analyst on the Japanese equities platform, discusses the Toshiba scandal, which re
Is higher-than-expected inflation a sign of healthy economic growth or a potential spoiler? Or, are rising consumer prices indicative of nothing more than a transitory snapback from the pandemic? Host Ron Temple and David Alcaly, a Senior Vice
As Chinese bonds are added to global indices, many investors are set to see the country become a much bigger part of their emerging markets debt allocations. But with an economy second in size only to the United States and a flourishing techn
Twenty years ago, one thing predicted whether or not an emerging markets company would be successful: its access to plentiful capital. But things have changed dramatically, according to Rohit Chopra, a Portfolio Manager/Analyst on the Emerging
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us