Behind the Headlines:
Iran Announces Strait of Hormuz Reopening - April 17, 2026
In their latest report, Lazard Asset Management highlights that the reopening of the Strait of Hormuz has eased energy prices, though uncertainty remains, while mixed economic signals persist globally. The report notes stronger-than-expected Chinese GDP but a weakening outlook amid trade tensions, alongside resilient U.S. retail sales... ➜
Posted: April 20, 2026
Behind the Headlines:
The Beginning of the End? - April 10, 2026
In their latest report, Lazard Asset Management highlights that while a temporary ceasefire between the U.S. and Iran has been reached, lasting economic damage appears unavoidable. The report highlights rising U.S. inflation driven by energy prices and weakening consumer sentiment, alongside signs that deflationary pressures in China may... ➜
Posted: April 13, 2026
Commentary from our Partners at Lazard: Iran Conflict Update on Ceasefire and Negotiations
In their latest report, Lazard Geopolitical Advisory has prepared the attached analysis examining the fragile U.S.-Iran ceasefire announced on April 7, scenarios in the weeks ahead, and the implications for energy markets, supply chains, and the broader economy. As the conflict approaches its seventh week, the two-week truce has paused U.S.-Israeli strikes... ➜
Posted: April 13, 2026
Commentary from our Partners at Lazard: Iran Update and Near-term Pathways
In their latest report, Lazard Geopolitical Advisory has prepared the attached update on the U.S.–Iran conflict, now approaching its fifth week. With backchannel negotiations underway and the U.S. simultaneously deploying its largest troop buildup in the Middle East since the 2003 invasion of Iraq, the coming weeks are likely to prove... ➜
Posted: March 30, 2026
Behind the Headlines:
The Mounting Costs of the Iran War - March 27, 2026
their latest report, Lazard Asset Management highlights that the Iran war is likely to persist for an extended period, with structural challenges prolonging disruptions across energy and shipping markets. The report also highlights weakening Eurozone consumer confidence amid energy shocks and signals rising geopolitical tension as... ➜
Posted: March 30, 2026
Behind the Headlines:
Conflict Contagion - March 20, 2026
In their latest report, Lazard Asset Management highlights that risks to global energy supplies from the Iran war are intensifying, with declining odds of a quick resolution and rising chances of a broader energy crisis. The report also highlights shifting global rate expectations toward tighter policy and cautions that China’s... ➜
Posted: March 30, 2026