Behind the Headlines: Conflict Contagion

In their latest report, Lazard Asset Management highlights that risks to global energy supplies from the Iran war are intensifying, with declining odds of a quick resolution and rising chances of a broader energy crisis. The report also highlights shifting global rate expectations toward tighter policy and cautions that China’s stronger-than-expected data is unlikely to mark a sustained economic turnaround.

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 March 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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