Comprised of some of the world’s most experienced geopolitical minds and business experts, Lazard Geopolitical Advisory provides strategic insights and bespoke analyses to help clients navigate potential risks and opportunities and meet their unique goals.
In their latest report, Lazard Geopolitical Advisory has prepared the attached update on the U.S.–Iran conflict, now approaching its fifth week. With backchannel negotiations underway and the U.S. simultaneously deploying its largest troop buildup in the Middle East since the 2003 invasion of Iraq, the coming weeks are likely to prove decisive in shaping the trajectory of the conflict. This analysis examines the dynamics driving both the diplomatic and military tracks, presents four near-term scenarios for how the situation may unfold, and assesses the structural constraints that will delay normalisation of energy flows even after hostilities cease.
Lazard Asset Management serves as the Portfolio Manager of the Caldwell-Lazard CorePlus Infrastructure Fund.
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