Energy Shock and Recession Dynamics: Reinforcing the Case for Canadian Long Bonds

Macro Backdrop: Energy Shock and Growth Impact The escalation of conflict in the Middle East has driven energy prices sharply higher, triggering renewed inflation concerns… More

Behind the Headlines: The Mounting Costs of the Iran War

In their latest report, Lazard Asset Management highlights that the Iran war is likely to persist for an extended period, with structural challenges prolonging disruptions… More

Commentary from our Partners at Lazard: Iran Update and Near-term Pathways

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: Conflict Contagion

  In their latest report, Lazard Asset Management highlights that risks to global energy supplies from the Iran war are intensifying, with declining odds of… More

Commentary from our Partners at Lazard: Iran Conflict Update: Supply Chain Impacts

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: Market Disruption Continues

In their latest report, Lazard Asset Management highlights how the ongoing Iran war is further constraining global energy production and shipping, potentially creating opportunities for… More

Commentary from our Partners at Lazard: Iran Conflict Update

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: Economic Impacts of Conflict in Iran

In their latest report, Lazard Asset Management highlights that energy market disruptions from the Iran conflict could push global inflation modestly higher and weigh on… More

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