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:
Kevin Warsh’s Jackson Hole Debut - August 28, 2026
In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, highlights the Fed's continued focus on returning inflation to its 2% target, with persistent price pressures potentially requiring further rate hikes. The report also notes easing escalation risks in the U.S.-Iran standoff as Strait of Hormuz shipping... ➜
Posted: August 31, 2026
Behind the Headlines:
The Ever-Escalating U.S. Federal Debt - August 21, 2026
In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, highlights the continued U.S.-Iran standoff, with a “simmering conflict” expected to persist in the months ahead. The report also notes growing concerns over rising U.S. debt and persistent deficits, alongside relatively stable inflation in Japan... ➜
Posted: August 26, 2026
Behind the Headlines:
Mixed Signals in the U.S. Labour Market - August 7, 2026
In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, highlights a cooling but stable U.S. labour market, alongside easing U.S.-Iran hostilities despite the absence of an updated ceasefire agreement. The report also notes China's strong export-driven trade surplus, while warning of growing global resistance... ➜
Posted: August 10, 2026
Behind the Headlines:
Monetary Policy on Hold -
July 31, 2026
In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, notes that while the U.S.-Iran conflict remains contained relative to its March peak, risks to global energy supplies continue to be elevated. The report also highlights diverging signals from major central banks and mixed economic data, with resilient... ➜
Posted: July 31, 2026
Emerging Markets Outlook: Drivers, Dynamics, and Opportunities: Emerging Markets Go Their Own Way
In their latest Emerging Markets Outlook, Lazard highlights that emerging markets have become increasingly diverse, requiring a more selective, country-specific investment approach. Despite geopolitical uncertainty, the report sees opportunities supported by resilient fundamentals... ➜
Posted: June 28, 2026
Behind the Headlines:
Escalation and Energy Prices -
July 24, 2026
In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, warns that escalating U.S.-Iran hostilities are increasing upside risks to energy prices as strategic reserves remain depleted. The report also notes that major central banks are expected to hold interest rates steady, while cautioning that the evolving... ➜
Posted: July 27, 2026
Commentary from our Partners at Lazard: The U.S.-Iran Memorandum of Understanding Breaks Down
In their latest report, Lazard Geopolitical Advisory analyses the collapse of the U.S.-Iran memorandum of understanding and the escalation in the Middle East over the past several days... ➜
Posted: July 23, 2026
Behind the Headlines:
A Wake-Up Call from Iran -
July 10, 2026
In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, warns that the apparent breakdown of the U.S.-Iran ceasefire highlights ongoing geopolitical risks, with depleted strategic energy reserves leaving global markets vulnerable to renewed price shocks. The report also expects U.S. inflation to ease in the... ➜
Posted: July 13, 2026
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... ➜
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... ➜
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