navigating emerging markets with high conviction.
Traditional emerging markets are evolving rapidly, offering attractive investment opportunities.
Many companies operating in these markets are benefiting from this trend as well as the associated shift in demand patterns.
Lombard Odier Investment Managers takes a highly selective approach to investing in emerging market companies, recognising the diverse nature of the markets and companies within them. Investing for the long-term, we put sustainability at the heart of our process.1
In a world of scarcer capital growth, major shifts in emerging markets create a potentially valuable opportunity.
Emerging economies: coming of age.
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Sleeping giants
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Getting stronger |
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| Growth spurt Between 2015 and 2030 emerging market economies could grow twice as fast as developed markets.4 |
Rising influence |
why invest?
In a world of scarcer capital growth, major shifts in emerging markets create a potentially valuable opportunity.
Rising strength, wealth and growth
Emerging markets – which include China, India and many other fast-growing nations – look very different now compared with 10 years ago.
More robust and wealthier economies, lower inflation, stronger currencies and rising domestic demand for goods and services are just some of the positive trends shaping emerging markets.
Many companies operating in these markets are benefiting from these trends.
Change and diversity
With household wealth rising, demand trends are shifting from basic goods to services. And with big shifts in demand come big potential winners (and losers).
While investors group emerging markets together, they are actually very diverse. Economic strength and dynamics vary significantly across countries; even in the strongest markets, the prospects of individual companies vary dramatically.
This is why we believe a highly-selective investment approach centered on sustainability is vital.
investment team.
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Dhiraj Bajaj CIO, Asia Fixed Income and Equity |
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Wee Jia Low |
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Ashley Chung Co-Portfolio Manager |
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Faye Gao Co-Portfolio Manager |
Investment strategy and philosophy
At Lombard Odier Investment Managers, we believe sustainability will drive future return potential8
We adopt a three-pillar approach to finding sustainable businesses, looking for those with sustainable financial models, sustainable business practices and sustainable business models.
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Financial models |
| 2 | Business practices The team also considers extra-financial information (Environmental, Social and Governance criteria) aimed at avoiding the worst corporate practices and controversies which can be damaging both to society and to investment returns. |
| 3 | Business model We tap into one of the biggest structural mega-trends of our times: ageing demographics. We believe that finding business models that we consider truly innovative is key to identifying companies with staying power through eco¬nomic cycles. |
The end result
The result is a high conviction portfolio of 50-70 stocks that seeks to invest in sustainable companies that have the potential to offer above-market growth and returns at attractive valuations – businesses that help today’s retirees lead longer, healthier, financially secure and fulfilling lives.
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