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
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
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