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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.

Low VIX volatility, long VIX volatility
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

Low VIX volatility, long VIX volatility

The VIX volatility index is at record lows. What short strategies could be in play? Simply put advises caution in multi asset.

Forming convictions in circularity
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Circular Economy HolistiQ

Forming convictions in circularity

Sustainability challenges are interconnected and complex. So are the opportunities. Our Transition Investment Summit engaged the audience to pinpoint investment areas advancing circularity.

Silver: where beauty meets conductivity
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Alternatives. Transition materials

Silver: where beauty meets conductivity

Silver has the highest electrical conductivity of any metal, and is very malleable and durable. This makes it a vital material for the energy transition, ideal for use in areas like solar technology.