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Emerging Markets Outlook: H2 2026

Emerging markets are diverging as AI, geopolitics, and energy shocks create selective opportunities across Asia and commodity exporters worldwide.

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Lazard Asset Management

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 developed stock market.

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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.

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Research & Insights

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Are We on the Cusp of a Major Asset Allocation Shift? Market Insights
Market Insights

Are We on the Cusp of a Major Asset Allocation Shift?

All eyes will be on US labor market reports this week, with potentially significant implications for debt and equity markets.

Ronald Temple, Lazard’s Chief Market Strategist Sep 30, 2026 4 min read
Technology’s Outsized Role in Passive Allocations to Emerging Markets Equities Market Insights
Market Insights

Technology’s Outsized Role in Passive Allocations to Emerging Markets Equities

Technology stocks don’t just dominate global developed stock markets. They now increasingly shape emerging markets, which brings concentration risks.

Aug 25, 2026 5 min read
What July’s Historic Risk Rotation Could Mean for Investors Market Insights
Market Insights

What July’s Historic Risk Rotation Could Mean for Investors

July’s historic risk rotation could present investors with a rare opportunity for diversification against wider market risks.

Jason Williams, CFA, Director, Investment Strategist Aug 06, 2026 5 min read

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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.

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