Market Shifts and Policy Realignments

Bank of Canada Rate Cut On October 23, 2024, the Bank of Canada reduced its policy interest rate by 50 basis points (bps), from 4.25%… More

Behind the Headlines, November 2024 – Lazard Asset Management

In this report, Lazard Asset Management unpacks the top macro headlines around the world and what it could mean for investors. This edition covers the… More

Fed and Market Sentiment: A Misalignment?

In last month’s commentary, a structured approach to understanding the interaction between the market and the Federal Reserve (“Fed”) was outlined, focusing on four key… More

Fed Watch: Understanding the Framework

This week’s surge of U.S. economic data caused another fluctuation in expectations for Federal Reserve rate cuts. A structured framework is essential for analyzing these… More

Top Geopolitical Trends in 2024 – Lazard Asset Management

In this report, Lazard Asset Management analyzes ten key geopolitical trends that will shape the global environment in 2024 and present both challenges and opportunities… More

The Case for a ‘Higher for Longer’ Interest Rate Environment

Factors Driving the Uptrend in Long Rates Early August saw a selloff in U.S. Bonds. This aggressive selloff, which was targeted in the longer-end of… More