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5 questions on our new DataEdge alternatives strategy
investment viewpoints Transition materials
investment viewpoints Transition materials Alternatives. Institutional Wholesale

5 questions on our new DataEdge alternatives strategy

This Q&A explores how our DataEdge alternatives strategy uses big data on consumer trends to identify earnings surprises and capture alpha potential.

How expensive are valuations?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

How expensive are valuations?

Are equity and bond valuations too expensive? LOIM’s cross-asset valuation metric begs to differ and positions in multi asset for growth opportunities and risk management.

How can big data be used to benefit investors?
investment viewpoints Transition materials
investment viewpoints Transition materials Alternatives. Institutional Wholesale

How can big data be used to benefit investors?

Our DataEdge equity strategy uses big data to gain insights into consumer trends that could impact company earnings. The key is knowing how to cut through the noise. 

Nature: an asset class, not an offsetting strategy
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Sustainability Sustainable business

Nature: an asset class, not an offsetting strategy

Investors today have a first-mover opportunity to invest in an asset class forming the bedrock of our economy – nature – said Marc Palahi, our Chief Nature Officer, at the recent Net Zero Delivery Summit in London.

Bullish markets, bearish investors?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

Bullish markets, bearish investors?

A paradox has arisen: investors are bearish, holding onto cash, while market indicators remain firmly bullish. How should multi-asset investors adapt to this environment?

Managing liquidity risk in Swiss bond portfolios
investment viewpoints Fixed Income
investment viewpoints Fixed Income Regional Swiss Franc bonds

Managing liquidity risk in Swiss bond portfolios

Swiss bond portfolios are always exposed to a certain amount of liquidity risk, even though the market trades daily. We outline how to adequately manage these risks.

Tapping the potential of nature-based investing
investment viewpoints HolistiQ

Tapping the potential of nature-based investing

LOIM’s Transition Investment Summit in Zurich delved into investing in nature-based solutions to uncover value and power resilience.

All roads lead to Japanese equities
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

All roads lead to Japanese equities

Japanese equities have benefitted from the country’s economic response to inflation and merit continued allocation in LOIM’s multi-asset strategies.