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 analyses the new U.S.-Iran Memorandum of Understanding, concluding that while the agreement reduces near-term escalation risks and pauses the conflict, it leaves key issues, including nuclear constraints, sanctions relief, frozen assets, and regional tensions, unresolved. The report warns that markets may be overly optimistic about a swift recovery, as energy and shipping flows are likely to take months to normalise, making a fragile, simmering ceasefire the most likely outcome.
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 June 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.