In their latest report, Lazard Asset Management highlights that energy market disruptions from the Iran conflict could push global inflation modestly higher and weigh on growth, while weak U.S. payroll data contrast with declining job cuts suggesting unemployment may remain stable, and China’s 2026 growth target was set without the fiscal stimulus or structural reforms needed to meaningfully boost domestic demand.
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.