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: Takeaways from the Trump-Xi Summit
In their latest report, Lazard Geopolitical Advisory says the Trump–Xi summit in Beijing provided short-term stability in U.S.-China relations but yielded limited substantive progress on trade and broader geopolitical tensions. The report notes that tariffs, export controls, and strategic competition remain unresolved, with upcoming... ➜
Posted: April 20, 2026
Behind the Headlines:
Iran and China in the Spotlight - May 15, 2026
In their latest report, Lazard Asset Management notes that stalled ceasefire talks between the U.S. and Iran are increasing the risk of renewed escalation and prolonged disruption in the Strait of Hormuz, consistent with its “Simmering Conflict” scenario. The report also highlights limited expectations for major breakthroughs from the U.S.-China... ➜
Posted: May 19, 2026
Behind the Headlines:
Escalation Risk Rises - May 1, 2026
In their latest report, Lazard Asset Management highlights that as the Iran conflict enters its third month with stalled diplomacy, the risk of a sharper escalation is increasing. The report also notes key central bank developments, including Powell’s decision to remain at the Fed and a shared caution among major central banks over rising inflation... ➜
Posted: May 4, 2026
Behind the Headlines:
Strait of Hormuz in Lockdown - April 24, 2026
In their latest report, Lazard Asset Management warns that the continued closure of the Strait of Hormuz and U.S. blockade are likely to deepen economic damage, though a potential agreement to end hostilities may emerge in the coming weeks. The report also flags rising concerns over Federal Reserve independence and notes that... ➜
Posted: April 28, 2026
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... ➜
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... ➜
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... ➜
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... ➜
Posted: March 30, 2026
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