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 private demand in the U.S. and stronger-than-expected growth in the Eurozone.
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.