BridgeBytes

Louis Florentin-Lee discusses Lazard's views on Dollarama, which they believe is a quintessential compounder and a brilliant business. Louis highlights what he sees as being two of the most important competitive advantages that Dollarama holds: their scale and their focused approach. (Published: March 2024)

Louis Florentin-Lee discusses Lazard's views on the Magnificent 7 (Mag 7) (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) and how the Mag 7 stocks are impacting the broader equity market. Louis also speaks to some the of Mag 7 names that the compounders portfolio currently does not hold and why. (Published: March 2024)

Louis Florentin-Lee discusses Lazard's view on the current economic environment and portfolio positioning if current conditions remain. Lazard believes that the compounders portfolio should be well-positioned because high-quality businesses (a staple of the compounders portfolios) have pricing power built into their competitive advantages, which in Lazard's view, is a key determinant of maintaining profitability in inflationary environments. (Published: March 2024)

Lazard Asset Management discusses how quality investing, according to the firm's research, may present an opportunity for above-market returns over the long term, across both business and economic cycles. (Published: March 2024)

Charles Shriver highlights how the Global Allocation Fund is designed to navigate a broad range of market environments and how the team allocates to specific markets in an attempt to hedge against specific risks.

Charles Shriver speaks to T. Rowe Price's commitment to active management and fundamental research, outlining how it permeates each stage of the investment process.

Charles Shriver discusses the lifeblood of the firm – the Global Research Platform – and notes that it is a key component of their global active management expertise, providing insights into economic trends that help to inform asset allocation and positioning.

Charles Shriver outlines where the Global Allocation Fund may fit in an investors portfolio, noting that its broad diversification, moderate risk rating and focus on long-term growth could make it an attractive option as a core position and also as a satellite position.

Charles Shriver discusses the portfolio design of T. Rowe Price's Global Allocation Fund, including the key drivers that T. Rowe Price believes give the Fund the ability to navigate a range of market environments.

Charles Shriver highlights the Global Allocation Fund and notes that T. Rowe Price's "be everywhere" approach is an integral part of the diversified and durable design of the portfolio. Charles notes that T. Rowe Price seeks to add value through strategic design and research, tactical allocation and security selection.