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 examines how rising geopolitical rivalry is reshaping global capital flows and cross-border M&A, with governments increasingly directing investment through tariffs, sanctions, export controls, and industrial policy rather than market fundamentals alone. The report highlights a sharp decline in Western investment into China, growing capital flows toward “de-risking” hubs such as India, Southeast Asia, and Mexico, and the increasing importance of geopolitical alignment and supply chain resilience in shaping corporate strategy and global dealmaking.
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 May 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.