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We assess the Japanisation of the Eurozone amid negative rates, low growth and low inflation. What strategies could help fixed income investors find positive real returns.?

Climate change has the potential to be highly value destructive, but also highly value generative as companies innovate and adapt to a low-carbon future.

We look at how Swiss economic developments could shape the year ahead, including SNB monetary policy and investments in corporate bonds.

A vast increase in sustainable finance is still required in 2020, to meet the goals of the Paris Climate Agreement.

We have arrived in an era of socio-environmental ‘crisis’ in which our social and economic structures are no longer fit for purpose. These issues are feeding into slower global growth and financial market volatility. Sustainability is now a central issue for investors that will increasingly determine which companies will win or lose over the long-term, and will drive future returns for investors.

Equity and credit spreads have been closely linked historically, in line with their common “risk-on” characteristics. 

Lombard Odier Investment Managers (‘Lombard Odier IM’) is moving its Netherlands headquarters to the prestigious NoMA House, located in Amsterdam’s Financial Mile, as the firm reinforces its commitment to the Dutch market.

Maarten Vleeschhouwer on how the EU is working to incentivise and channel private sector investment into green and sustainable development.

New corporate bond issues tend to appreciate in price when compared to benchmark bonds, providing an incentive for investors to participate in the primary market. As issuance in the corporate bond universe accounts for over 20% per year of the total outstanding amount, the investment implications are significant.  

The Federal Reserve raised its benchmark interest rate by a quarter of a percentage point on Wednesday but shifted the 2019 dot down.

Investors frequently ask what companies in the portfolio hold the most promise on  Alzheimer’s. Unfortunately, the answer is not straightforward.

We are bullish on the outlook for the asset class for the coming months. A few key themes for Asian credit could add wings to a rally.

We seek to improve convexity in corporate credit by focussing on ratings resilience and building portfolios based on quality.

Climate change is a pressing sustainability challenges. Green bonds are an increasingly important instrument for investors to use to avoid carbon emissions.

We approach drawdown control with a view to minimising opportunity costs while delivering downside protection. 

Our multi-asset team uses dynamic drawdown management to help reduce downside risk at a reasonable cost.

Lombard Odier is pleased to announce the arrival of Dr. Christopher Kaminker and Ebba Lepage as it further strengthens its sustainability capabilities and offering.

How will the SNB navigate between Swiss bright spots and global geopolitical uncertainty? We discuss growth, inflation, interest rates and SARON.

Video

COP26 and the UN Climate Change Conference are just two of many important sustainability-themed events on the agenda in 2021.

Prime Minister Modi won with a landslide victory for the second time and this warrants a deeper appreciation of the paradigm shift in the politics of India.

Technology is integrated into every aspect of our lives and it generates a staggering amount of data. This data has the potential to reshape the investment landscape.

For an economy to be sustainable, it needs to encourage growth in a way that's both fair and inclusive and in a way that also doesn't have a negative impact on the biosphere. 

Established companies with a prestigious brand have significant and sustainable competitive advantages. Especially in uncertain market phases, they have the potential to generate sustainable returns.

The Milky Way has been found to be warped. We believe financial markets and the economy are too, and outline the distortions.

In this Q&A, client portfolio manager Alain Forclaz outlines the essentials of LOIM’s multi-asset strategy. This discussion covers how we optimise the allocation, why we prioritise liquid instruments, what our drawdown control entails and ways we cater to different risk/return appetites.

We integrate sustainability into the way we invest in corporate bonds, seeing it as a key factor to mitigating risk without compromising returns.

The European Union needs an extra €180bn a year to meet its energy and climate goals by 2030. A common language is a crucial step towards making this a reality.

Changing bond supply trends in Asian credit, denominated in USD, could provide opportunities for investors, we believe

Athleisure has proven to be popular. Prestige brands that are capable of establishing and maintaining a competitive position offer investment opportunities.

The sustainability revolution is underway and we believe it is the largest investment driver in recent history. Companies which are not able, or willing, to adapt risk being left behind.

Don Gerritsen, Head of Benelux for the PRI, explains how asset owners are developing their approach to sustainable investing, and what challenges remain.

There are a number of tectonic shifts currently transforming our global economy. There will soon be 10 billion people on the planet wanting access to decent living standards, education, healthcare and social security, as well as to a certain standard of consumer goods and services.

Technology has an important role in play in meeting the needs of our aging population. Robotics is a key area of focus.

Climate change represents a systemic risk that cannot be diversified away. Investment professionals have a fiduciary duty to take climate risks into account. 

The world of finance needs to throw its weight behind the transition to renewable energy and combatting climate change.

As Asian borrowers increasingly tap into the hard currency debt markets, opportunities are multiplying in corporate bonds. We believe global credit investors should build a dedicated allocation to Asian credit.

Climate change has immediate economic and financial implications and is here to stay – and we must be responsive to it through mitigation and adaptation efforts.

Why climate change risk has become a priority and how climate, macroeconomic, and financial modelling can be tied together to produce a more complete ALM.

We do not believe that high leverage levels globally will cause the next crisis, but we caution that high leverage increases the global economy’s vulnerability to shocks.

We spoke to Anne Gram about the importance of integrating sustainability into pension fund portfolios, and what role asset managers can play in the process.

Audiocast

Welcome to the CLIC™, the audiocast that breaks down the key developments set to accelerate sustainable investment.

Head of Institutional Sales for Switzerland, Charles Morel, on how LOIM improves the sustainability of a passive portfolio through low tracking-error approach.

Governments worldwide have put in place substantial measures aimed at curbing toxic emissions. The ramifications of the matter are not necessarily well understood or properly priced-in, presenting a number of investment opportunities.

Newly-developed digital infrastructure has helped boost India's booming economy. Several trends continue to gather momentum, opening up a number of investment opportunities.