Lazard US Corporate Income Portfolio R6 Shares · NASDAQ:RLCIX
Lazard US Corporate Income Portfolio R6 Shares — Lazard Asset Management — Investor Presentation (September 2021)
9 slides from Lazard US Corporate Income Portfolio R6 Shares's investor presentation, September 2021
Slide 1: Lazard Insights: State of Play
Lazard Insights State of Play Kevin Tsao Research Analyst Lazard Emerging Markets Core Equity September 2021 Information and opinions presented have been obtained or derived from sources believed by Lazard to be reliable. Lazard makes no representation as to their accuracy or completeness. All opini
Slide 2: Gaming Grows Up
Gaming Grows Up Global Games Markets Revenue Forecasts (Billions) 200 180 160 140 120 100 80 60 40 20 0 2018 2019 2020 2021 2022 Boxed\Downloaded PC Browser PC Console Tablet Smartphone As of 31 December 2020 Source: Lazard estimates, Newzoo 2
Slide 3: An Asian Colossus
An Asian Colossus Gamers Regions (% of Global Online Population) (% of Global Online Population) 8% 3% 3% 14% 26% 17% 6% 9% 4% 10% 53% 47% North America Asia-Pacific North America Asia-Pacific Latin America Western Europe Latin America Western Europe Eastern Europe MENA Eastern Europe MENA As of 31
Slide 4: eSports: The Biggest Spectator Sport
eSports: The Biggest Spectator Sport eSports vs. Major US Sporting Events NHL Stanley Cup Game 6 2017 College Football Championship 2017 MLB World Series Game 7 2017 NBA Finals Game 7 2017 eSports Champinships 2017 NFL Superbowl 2017 (Millions of Viewers) 0 50 100 150 200 250 As of 31 December 2017
Slide 5: Gaming Goes Mobile
Gaming Goes Mobile As of 31 December2017 Source: https://www.marstranslation.com/blog/localizing-the-face-of-mobile-gaming-landscape 5
Slide 6: China's Regulatory Speedbump
China’s Regulatory Speedbump Three Reasons Investors Shouldn’t Panic 1. We’ve seen this movie before In 2000, the government banned video game consoles, a move that actually served to jump-start the Chinese industry 2. We believe this is only a minor matter Kids constitute little more than a rou
Slide 7: Key Takeaways
Key Takeaways Emerging markets pioneers are becoming the dominant factors in the gaming industry’s consolidation after a period of explosive growth We foresee mobile penetration continuing to grow, particularly in the developed world, where the console legacy makes mobile gaming is less ubiquito
Slide 8: Biography
Biography Kevin Tsao Vice President Research Analyst Kevin H. Tsao is a Research Analyst on the Emerging Markets Core Equity team. He began working in the investment field in 2016 when he joined Lazard. He has a Bachelor of Science in Business with concentrations in Finance and Economics from New Yo
Slide 9: Disclosures
Disclosures Information and opinions are as of 15 September 2021, Mention of these securities should not be considered a recommendation or solicitation to purchase or sell the securities. It should not be assumed that any investment in these securities was, or will prove to be, profitable, or that t
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