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 analyzes recent shifts in U.S. trade dynamics ahead of the July 9 deadline for implementing reciprocal duties. The update covers the temporary tariff truce with China, the recent deal with Vietnam, and broader implications for ASEAN exporters. The attached deck highlights key takeaways and outlines what actions and negotiations to monitor next.
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 July 2025. 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.