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: Iran Conflict Update: Supply Chain Impacts
In their latest report, Lazard Geopolitical Advisory has prepared the attached analysis examining the non-energy trade disruptions arising from the closure of the Strait of Hormuz. While the initial focus of the crisis has been on energy markets, the disruption is increasingly extending beyond oil and gas, with ripple... ➜
Posted: March 19, 2026
Behind the Headlines:
Market Disruption Continues - March 13, 2026
In their latest report, Lazard Asset Management highlights how the ongoing Iran war is further constraining global energy production and shipping, potentially creating opportunities for investors to shift capital from U.S. assets toward non-U.S. markets, particularly emerging markets and Japan. The report also notes... ➜
Posted: March 19, 2026
Commentary from our Partners at Lazard: Iran Conflict Update
In their latest report, Lazard Geopolitical Advisory outlines how the conflict in Iran, now evolving into a broader regional confrontation, has already disrupted Middle Eastern energy and shipping flows and threatens around 20% of global oil and LNG trade. The report highlights early military gains by the U.S. and Israel but warns that escalating retaliation... ➜
Posted: March 11, 2026
Behind the Headlines:
Economic Impacts of Conflict in Iran - March 6, 2026
In their latest report, Lazard Asset Management highlights that energy market disruptions from the Iran conflict could push global inflation modestly higher and weigh on growth, while weak U.S. payroll data contrast with declining job cuts suggesting unemployment may remain stable, and China’s 2026... ➜
Posted: March 10, 2026
In their latest report, Lazard Geopolitical Advisory responds to the recent U.S. and Israeli strikes on Iran, and has prepared the attached analysis examining the joint operation, Iran’s retaliation and succession outlook, potential escalation and de-escalation pathways, and... ➜
Posted: March 4, 2026
Behind the Headlines:
U.S. Home Prices Reach Record High - February 27, 2026
In their latest report, Lazard Asset Management highlights that U.S. home prices hit record highs with affordability measures unlikely to provide relief, Eurozone inflation data point to subdued price pressures consistent with the ECB’s 2% target, and Japan’s monetary outlook remains cautiously accommodative... ➜
Posted: March 4, 2026
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... ➜
Posted: February 20, 2026