Professional | Lombard Odier Investment Managers

Can the SNB pause now?
investment viewpoints Fixed Income
investment viewpoints Fixed Income Regional Swiss Franc bonds

Can the SNB pause now?

The Swiss National Bank once again chose to lower interest rates at its June meeting. What does the move reflect about the SNB’s views on inflation and growth, and should we expect more cuts? 

How to navigate European political risk in multi asset?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

How to navigate European political risk in multi asset?

Political tumult in France is seeing European markets lag the US, especially fixed income. Our risk models – and allocations – are on the move. 

5 questions on our new DataEdge alternatives strategy
investment viewpoints Transition materials
investment viewpoints Transition materials Alternatives. Institutional Wholesale

5 questions on our new DataEdge alternatives strategy

This Q&A explores how our DataEdge alternatives strategy uses big data on consumer trends to identify earnings surprises and capture alpha potential.

How expensive are valuations?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

How expensive are valuations?

Are equity and bond valuations too expensive? LOIM’s cross-asset valuation metric begs to differ and positions in multi asset for growth opportunities and risk management.

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