insights.

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

The Q4 Alphorum explains our positioning across sovereign markets and credit sectors as the global interest-rate cutting cycle progresses.

Why has our Plastic Circularity strategy invested in Calyxia? We unpack the investment and impact cases for the producer of biodegradable alternatives to a type of microplastic used in everyday products. 

The consensus view is that inflation is declining – yet our nowcasting indicators point to building inflationary pressures. In this context, key hedges like inflation-linked bonds and commodities seem undervalued, in our view.

Lombard Odier Investment Managers today announces the appointment of Christèle Clémence as Senior Sales Strategic Account.

Watch our webinar, ‘Rethink net zero’, which explores investment approaches to the climate transition and the outcomes on multi-asset portfolios.

The rate-cutting cycle has begun. Our Multi Asset team offers key takeaways in the three-year anniversary edition of quarterly Simply put.

Markets have been buoyed by the Fed and China’s stimulus. Are they pricing in too much good news? Simply put offers compelling insights.