Professional | Lombard Odier Investment Managers

insights.

How could US fiscal slippage impact markets?
multi-assetAll Roads
multi-assetAll Roads

How could US fiscal slippage impact markets?

Spending promises from US election candidates have spurred a repricing of bond risk. Simply put explores how budget deficits affect asset classes.
Upbeat macro, moody market
cross assetconvertibles
cross assetconvertiblesequitiesfixed incomemulti-asset

Upbeat macro, moody market

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.
Fallen angels radar: a dynamic quarter for opportunities
fixed incomeFallen Angels
fixed incomeFallen Angels

Fallen angels radar: a dynamic quarter for opportunities

This edition of Fallen angels radar tracks developments in the investable credit universe over the past quarter, including the downgrade of a UK utility.
As central banks ease, why are long-term rates rising?
multi-assetAll Roads
multi-assetAll Roads

As central banks ease, why are long-term rates rising?

With signs of cyclical improvement in economic data and rising US inflation pressures, Simply put assesses the long-term path of rates.

our sustainable framework model.

Discover our dedicated sustainability research capabilities, our investment framework and how we articulate our product offering.
"we are adapting portfolios to the environmental transition and creating novel strategies centred on nature-positive and climate-aligned goals"
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