Lombard Odier Investment Managers | Asset Management

India in 2024: a trio of new positive catalysts
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Equities Regional Asia high conviction

India in 2024: a trio of new positive catalysts

As we look to the year ahead, one of our strongest convictions is India – the subject of the first in a four-part series on our outlook for Asia equities in 2024. 

Is US job creation as strong as it looks?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Is US job creation as strong as it looks?

In this weekly edition of Simply put, we consider what signals US job creation is sending for inflation and monetary policy. 

Petrochemicals in insulation: a conundrum for sustainable investors
investment viewpoints HolistiQ
investment viewpoints HolistiQ Circular Economy

Petrochemicals in insulation: a conundrum for sustainable investors

For investors seeking net-zero alignment, do the carbon-payback periods for insulation products justify their use of petrochemicals?

Fallen angels radar: positive 2024 supply dynamics
investment viewpoints Institutional
investment viewpoints Institutional Fallen Angels Wholesale

Fallen angels radar: positive 2024 supply dynamics

Fallen angels radar is LOIM’s new quarterly tracking which corporate bond issuers have lost their investment grade rating and the trends we see playing out.

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