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Global Mid-Year Outlook 2026

Chief Market Strategist Ronald Temple explores the forces reshaping global markets in the second half of 2026.

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Japan: Reassessing Perceptions

Japan has been overlooked by global investors for many years, but major shifts are reshaping the world's second-largest stock developed market.

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Extension Strategies: Managing More Complex Risk to Uncover Greater Reward

Extension strategies are seeing renewed interest due to the enhanced return potential they can offer—particularly in a highly concentrated market. However, these strategies can present unique challenges. We believe the key to successful extension strategies lies in balanced stock selection and skillful risk management to account for the risks inherent in short-selling.

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Recalibrating Dollar Dominance in a Shifting Global Order

The US dollar may have struggled in 2025 but its role as the world’s reserve currency remains unchallenged.

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Research & Insights

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A Wake-Up Call from Iran Market Insights
Market Insights

A Wake-Up Call from Iran

The apparent breakdown of the US-Iran ceasefire is a reminder of the ongoing risk of energy supply disruptions.

Ronald Temple, Lazard’s Chief Market Strategist Jul 10, 2026 5 min read
China: Charging the Road Ahead Investment Insights
Investment Insights

China: Charging the Road Ahead

China sits at the center of the EV transition. Our latest EM Monitor explores how its scale, innovation, and supply chains are reshaping the global auto industry.

Lazard's Emerging Markets Team Jun 01, 2026 5 min read
Tracking Error: Myth vs. Reality Market Insights
Market Insights

Tracking Error: Myth vs. Reality

We believe investors seeking stable returns through various market environments can benefit from low tracking error strategies that prioritize bottom-up, idiosyncratic stock selection over big macro bets.

Paul Moghtader, CFA, Managing Director, Portfolio Manager/Analyst; Jason Williams, CFA, Director, Investment Strategist Jan 13, 2026 12 min read

Investment Solutions

Lazard offers products across a broad spectrum of asset classes, designed for different client types. Our traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies.

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Please feel free to contact us if you have any inquiries and our team will reach out to you.

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Get In Touch

Please feel free to contact us if you have any inquiries and our team will reach out to you.

Contact Us