The first weeks of 2022 saw a rise in cyclical sectors and a fall in growth stocks. Several factors drove …
Category: Analysis
Pillar 2 Guidance (P2G): Banking regulations: what has changed?
The Covid-19 crisis has disrupted European banking supervision rules. The temporary reduction of certain capital requirements, approved in March 2020, …
Ban on bank dividends: a remedy with severe side effects
Analysis
By Scander Bentchikou, analyst-manager at Lazard Frères Gestion, a specialist in the banking sector
The restrictions on bank dividends, …
Hybrid bonds: a booming market
Analysis
By Camille Suh, Fund Manager and Corporate Credit Specialist at Lazard Frères Gestion
Halfway between securities and bonds, the …
Japanese markets enter a new era
Analysis
By Guy de Tonquedec, fund manager at Lazard Frères Gestion
Japanese companies have undergone a real revolution in recent …
Xinjiang: the S in the middle of ESG
Analysis
Companies facing the challenge of exemplary social behaviour
By Stanislas Coquebert de Neuville, portfolio manager at Lazard Frères Gestion…
