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Commentary from our Partners at Lazard: Shifting Dynamics in the Middle East

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 highlights that President Trump’s 20-point peace plan has eased near-term tensions in the Middle East and improved the regional outlook, particularly for GCC economies and trade routes, but warns that fragile ceasefires, unresolved Gaza negotiations, Iran’s nuclear ambitions, and broader geopolitical uncertainty continue to pose significant risks for corporates and investors despite growing investment opportunities in strategic sectors such as digital infrastructure.

Lazard Asset Management serves as the Portfolio Manager of the Caldwell-Lazard CorePlus Infrastructure Fund.

 

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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 December 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.

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