Commentary from our Partners at Lazard: Crisis in the Middle East: U.S.-Israel-Iran Strikes and Market Implications

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… More

Behind the Headlines: U.S. Home Prices Reach Record High

In their latest report, Lazard Asset Management highlights that U.S. home prices hit record highs with affordability measures unlikely to provide relief, Eurozone inflation data… More

Recession Risk Rising: The Case for Canadian Long Bonds Strengthens

Canada: Growth Stalls, Recession Risk Builds Canada’s November real Gross Domestic Product (GDP) was effectively flat, with Statistics Canada estimating modest 0.1% growth for December…. More

Behind the Headlines: IEEPA Tariffs Rejected

In their latest report, Lazard Asset Management highlights the U.S. Supreme Court’s ruling limiting the use of emergency powers for tariffs, weaker-than-expected U.S. GDP growth… More

Commentary from our Partners at Lazard: U.S. SCOTUS Invalidates IEEPA Tariffs

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… More

Emerging Markets Outlook 2026

Emerging markets enter 2026 with improving fundamentals, stability, and relatively attractive valuations, with equities—especially technology and semiconductor sectors—expected to outperform developed markets, local-currency debt supported… More

Behind the Headlines: Weak but Stable

In their latest report, Lazard Asset Management notes strong U.S. payroll growth and a lower unemployment rate alongside slowing labour supply, persistent deflationary pressures in… More

Behind the Headlines: What Kevin Warsh’s Appointment Could Mean for Rates

In their latest report, Lazard Asset Management notes that President Trump’s nomination of Kevin Warsh as Fed Chair signals a potential shift toward higher interest… More

Behind the Headlines: China’s Two-Speed Economy

In their latest report, Lazard Asset Management notes that U.S. PCE inflation met expectations as spending outpaced income and the savings rate fell to its… More

Behind the Headlines: A Closer Look At U.S. Inflation

In their latest report, Lazard Asset Management notes that U.S. headline CPI met expectations while core inflation softened slightly, with tariff pressures likely to push… More

Late-Cycle Signals: Slowing Growth, Policy Tension, and Opportunity in Long Bonds

Canadian Economic Conditions Canada’s economy showed clear signs of strain in October, with Gross Domestic Product (GDP) contracting 0.3%, driven by widespread labour disruptions and… More

Behind the Headlines: Mixed Messages

In their latest report, Lazard Asset Management notes that mixed U.S. labour data point to restrained hiring and limited layoffs, suggesting unemployment may edge higher… More