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, though currency-related monetary policy could affect the outlook.
Lazard Asset Management serves as the Portfolio Manager of the Caldwell-Lazard CorePlus Infrastructure Fund.
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The information contained herein is intended to provide you with general information related to investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to the circumstances of a specific investor. Commentary and portfolio characteristics are the opinion of the Portfolio Manager based on market conditions as of August 2026. References or inferences to returns do not take into account any management fees, transaction costs, commissions, custodial fees, taxes or other costs that apply when purchasing securities. We strongly recommend consulting with a professional advisor prior to making investment decisions.