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:
Ceasefire Remains Fragile - June 26, 2026
In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, notes that U.S.-Iran negotiations are continuing and shipping through the Strait of Hormuz is recovering, although a recent attack on a commercial vessel underscores the ceasefire's fragility. The report also highlights easing energy prices, softer U.S. economic data, and expects... ➜
Posted: June 26, 2026
Global Mid-Year Outlook 2026: Core Convictions
Entering the second half of the year, Lazard Asset Management’s Chief Market Strategist, Ronald Temple, examines how shifting market dynamics are creating new opportunities beyond the U.S. The report highlights a weakening U.S. dollar, improving relative performance in non-U.S. equity markets, and the implications of steepening yield curves in developed markets, particularly Japan, for global... ➜
Posted: June 26, 2026
Behind the Headlines:
U.S.-Iran Agreement Offers Relief - June 18, 2026
In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, notes that the U.S.-Iran framework agreement has extended the ceasefire and reduced the risk of renewed large-scale hostilities, although normalising shipping through the Strait of Hormuz is likely to take months and key issues remain unresolved. The report...➜
Posted: June 19, 2026
Commentary from our Partners at Lazard: The U.S. and Iran Reach a Framework Agreement
In their latest report, Lazard Geopolitical Advisory analyses the new U.S.-Iran Memorandum of Understanding, concluding that while the agreement reduces near-term escalation risks and pauses the conflict, it leaves key issues, including nuclear constraints, sanctions relief, frozen assets, and regional tensions, unresolved. The report... ➜
Posted: June 18, 2026
Behind the Headlines:
A Light at the End of the Tunnel? - June 12, 2026
In their latest report, Lazard Asset Management highlights that U.S. inflation has risen above 4% due largely to higher energy prices, though underlying inflation pressures remain more contained. The report also notes that energy costs are driving much of the recent improvement in China’s inflation data and that the European Central Bank has resumed... ➜
Posted: June 16, 2026
Behind the Headlines:
U.S. Consumer Sentiment Hits Record Low - May 29, 2026
In their latest report, Lazard Asset Management notes that while the U.S. and Iran have reportedly extended their ceasefire, disruptions to energy markets are likely to persist due to the slow normalization of global shipping and commodity flows. The report also highlights growing economic strain in the U.S., particularly for lower-income... ➜
Posted: June 1, 2026
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 negotiations and... ➜
Posted: May 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... ➜
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