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. 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
Behind the Headlines:
The Devil's In The Details - December 19, 2025
In their latest report, Lazard Asset Management highlights notes that ongoing U.S. labour market weakness and cost pressures from tariffs could weigh on employment into 2026, U.S. inflation surprised to the downside but shelter data raises concerns about... ➜
Posted: December 24, 2025
Commentary from our Partners at Lazard: Latin America 2026 Outlook
In their latest report, Lazard Geopolitical Advisory highlights a shifting Latin American outlook as renewed U.S. focus on the region, rising pressure on Venezuela, evolving USMCA negotiations, and an upcoming electoral cycle point toward greater... ➜
Posted: December 22, 2025
Behind the Headlines:
Fed Faces More Questions than Answers - December 12, 2025
In their latest report, Lazard Asset Management highlights that the Federal Reserve delivered a 25 bps rate cut but signaled a pause in further easing, China’s CPI rose while PPI remained in deflationary territory, and the week ahead is expected to see steady policy from... ➜
Posted: December 18, 2025
Commentary from our Partners at Lazard: Shifting Dynamics in the Middle East
In their latest report, Lazard Geopolitical Advisory highlights that President Trump’s 20-point peace plan has eased near-term tensions in the Middle East and improved the regional outlook, particularly for GCC economies and trade routes, but warns that fragile ceasefires... ➜
Posted: December 18, 2025
Behind the Headlines:
U.S. Data Mosaic Takes Shape - December 5, 2025
In their latest report, Lazard Asset Management highlights U.S. retail sales fell short of expectations, pointing to continued consumer weakness into 2026 amid soft labor markets and slow wage growth. China’s Purchasing Managers Index (PMI) data slipped into... ➜
Posted: December 8, 2025