Behind the Headlines: A Wake-Up Call from Iran

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 near term as energy prices fall, while cautioning that longer-term inflation pressures and slowing Chinese economic growth remain key risks.

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 July 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.

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