Lazard Asset Management

Our Multi-Asset team’s outlook remains optimistic and relief from global rate cuts could be on the horizon, which may benefit both equity and bond markets. However, could potential policy risks emerge from the US election? Read more here: https://lnkd.in/eRiGC_aG

Ronald Temple, Chief Market Strategist, analyzes the specific drivers of disinflation in the United States—including shelter and services ex-shelter—and identifies the most consequential global data releases in the week ahead. #BehindtheHeadlines https://lnkd.in/eY_D6afH

Where can investors turn amid higher inflation, uncertain central bank policies, and market volatility? Over the past two decades—through many economic and market extremes--listed infrastructure has demonstrated its resilience. Explore the many benefits that infrastructure can potentially offer. https://lnkd.in/eM37icbM

South Africa's post-ANC era presents the potential for fiscal consolidation and economic growth. However, a crucial question remains: Will the first governing coalition in 30 years hold? Read this month’s Emerging Markets Monitor to understand the implications of the recent election. https://lnkd.in/epRkuCcF

Ronald Temple, Chief Market Strategist, details his expectations for the global economy—including monetary policy shifts and election implications—for the second half of 2024. https://lnkd.in/e69nB4kZ

With a raft of data releases on the horizon in the next two weeks, Ronald Temple, Chief Market Strategist, explains what he’ll be watching most closely and why. https://lnkd.in/eY_D6afH

Closing out #PrideMonth, our LGBTQIA+ and ally employee resource group, Lazard Proud, hosted a series of events in celebration of Pride Month. The day started with Dress Down for a Cause, where colleagues made a donation to wear casual attire and Lazard Proud stickers, showing their support for the LGBTQA+ community. A Silent Auction and Happy Hour followed, featuring items from local and international queer artists and shops. All proceeds benefited the Brooklyn Community Pride Center, Inc.   We're thrilled to announce that we raised $4,270 to benefit the Brooklyn Community Pride Center, Inc. Thank you to everyone who contributed to making the day such a success.

For the bond market, a simple narrative about US #inflation and the #Fed has recently transformed into a complex, global story. Our #fixedincome team sifts through central bank rate cuts, surprise election outcomes, currency swings, and mixed signals on the US economy to find what investors should be watching. See Viewpoints https://lnkd.in/es5WBwax

Ronald Temple, Chief Market Strategist, weighs in on the latest data releases and policy decisions from around the world. Read what he has to say about China’s sluggish economic growth, US retail sales and PMIs, and the potential direction of monetary policy in Japan and the United Kingdom. #BehindtheHeadlines https://lnkd.in/etEmNTEq

Today, we honor Juneteenth and the journey toward equality. Juneteenth is a time for reflection, education, and action. It reminds us of the progress made and the work still ahead. At Lazard, we are committed to fostering an inclusive workplace where everyone feels valued and empowered. Let's use this day to educate ourselves, celebrate the resilience of the Black and African American community, and recommit a more equitable future for all.