Lombard Odier Investment Managers | Asset Management

What is making the gold market run so hot?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

What is making the gold market run so hot?

After failing to protect investors from higher inflation over the past two years, gold prices have been surging lately. Why now? We investigate this intriguing development. 

Fixed income: our medium-term playbook
investment viewpoints Asset Management
investment viewpoints Asset Management Fixed Income GFIO Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments

Fixed income: our medium-term playbook

In the Q2 issue of Alphorum, we focus on duration and spread opportunities in anticipation of the rate-cutting cycle and debt maturity wall ahead.

The ascent of China’s national Emissions Trading Scheme
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Alternatives. GCO

The ascent of China’s national Emissions Trading Scheme

China is already the world’s largest carbon market. In our view, it will also become the world’s most valuable one. We explain the forces driving its growth.

Growing macro momentum for a more balanced rally?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Growing macro momentum for a more balanced rally?

US assets have reigned supreme for several quarters, but a shift in global growth could lead to a more balanced market rally. 

we are adapting portfolios to the environmental transition and creating novel strategies centred on nature-positive and climate-aligned goals