The Evolution of Global Infrastructure Investing
Why this is an optimal time to invest in global listed infrastructure and the benefit of a core-plus approach...➜
Posted: April 25, 2024
Commentary from our Partners at Lazard: U.S. SCOTUS Invalidates IEEPA Tariffs
In their latest report, Lazard Geopolitical Advisory outlines the U.S. Supreme Court ruling that the administration cannot use emergency powers (IEEPA) to impose tariffs, prompting a pivot to alternative legal authorities that preserve tariffs as a core policy tool but introduce slower, more procedural trade actions... ➜
Posted: February 24, 2026
Behind the Headlines:
IEEPA Tariffs Rejected - February 20, 2026
In their latest report, Lazard Asset Management highlights the U.S. Supreme Court’s ruling limiting the use of emergency powers for tariffs, weaker-than-expected U.S. GDP growth despite solid AI-related investment, and softer inflation and growth data in Japan driven largely by inventory dynamics.... ➜
Posted: February 24, 2026
Emerging markets enter 2026 with improving fundamentals, stability, and relatively attractive valuations, with equities—especially technology and semiconductor sectors—expected to outperform developed markets, local-currency debt supported by high real yields and strengthening credit trends, and economies broadly positioned to remain stable despite trade and geopolitical uncertainty... ➜
Posted: February 20, 2026
Behind the Headlines:
Weak but Stable - February 13, 2026
In their latest report, Lazard Asset Management notes strong U.S. payroll growth and a lower unemployment rate alongside slowing labour supply, persistent deflationary pressures in China amid weak domestic demand and falling home pricess, and Japan’s landslide election victory likely to support... ➜
Posted: February 19, 2026
Behind the Headlines:
U.S. Labour Market Takes a Turn - February 6, 2026
In their latest report, Lazard Asset Management highlights weaker-than-expected U.S. labour data with declining job openings and rising layoffs, China’s PMIs hovering near contraction amid likely escalating trade tensions, and easing Eurozone inflation that could allow the European Central Bank to cut... ➜
Posted: February 10, 2026
Behind the Headlines:
What Kevin Warsh’s Appointment Could Mean for Rates - January 30, 2026
In their latest report, Lazard Asset Management notes that President Trump’s nomination of Kevin Warsh as Fed Chair signals a potential shift toward higher interest rates via a smaller balance sheet, just as U.S. consumer confidence hits a 12-year recessionary low... ➜
Posted: February 3, 2026
Behind the Headlines:
China’s Two-Speed Economy - January 23, 2026
In their latest report, Lazard Asset Management notes that U.S. PCE inflation met expectations as spending outpaced income and the savings rate fell to its lowest level since 2022, China’s data continue to reflect structural imbalances with limited prospects for major reform or stimulus... ➜
Posted: January 28, 2026
Behind the Headlines:
A Closer Look at U.S. Inflation - January 16, 2026
In their latest report, Lazard Asset Management notes that U.S. headline CPI met expectations while core inflation softened slightly, with tariff pressures likely to push inflation higher in the first half of the year, retail sales beat estimates but remain sluggish amid a persistent... ➜
Posted: January 21, 2026
Behind the Headlines:
Mixed Messages - January 9, 2026
In their latest report, Lazard Asset Management notes that mixed U.S. labour data point to restrained hiring and limited layoffs, suggesting unemployment may edge higher in 2026 without a sharp spike, while consumer sentiment has rebounded modestly but is likely... ➜
Posted: January 9, 2026
Commentary from our Partners at Lazard: U.S. Captures Venezuelan President Nicolás Maduro
In their latest report, Lazard Geopolitical Advisory outlines the uncertain political transition in Venezuela following the U.S. capture of President Nicolás Maduro, noting limited near-term impacts on oil markets, heightened regional geopolitical risks, and key signposts around... ➜
Posted: January 6, 2026