CIO views: finding silver linings in bearish markets
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    CIO views: finding silver linings in bearish markets

    As bearish sentiment grips, our CIOs consider areas of value arising from overly pessimistic market dislocations.

    Ice cubes, burning logs and the road to net zero: Episode 4
    LOIM tube Sustainability
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    Ice cubes, burning logs and the road to net zero: Episode 4

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    The final episode of our new podcast series on ice cubes, burning logs and the road to net zero, focuses on the future of the climate transition.

    Why convertibles make sense for credit investors
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    Why convertibles make sense for credit investors

    Many convertible bonds are acting like traditional debt instruments but retain equity upside potential, opening a rare opportunity for fixed-income investors.  

    the valuation conundrum
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    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    The valuation conundrum

    This year markets have experienced a correction of abnormal valuations – a risk that is now partly resolved.

    sustainability.

    sustainability.

    At Lombard Odier, we believe the current global economic model is unsustainable. It is ‘WILD’ - Wasteful, Idle, Lopsided and Dirty. We believe the economy is already transitioning towards what we refer to as a ‘CLIC™’ model that is Circular, Lean, Inclusive and Clean. This transition is value-led and is fundamentally re-shaping risk and return dynamics across all sectors and asset classes. We believe this ‘sustainability revolution’ has already become one of the most important drivers of risk-adjusted returns today.

    find out more 

    sustainability will drive returns.

    At LOIM, sustainability is a core investment conviction. As the race to net zero accelerates and action to preserve the world’s vital natural capital intensifies, we believe that investors with the skills to adapt will capture new growth opportunities and avoid emerging risks.    

    By targeting companies aligning with the goals of the Paris Agreement, and those leveraging the regenerative power of nature or accessing opportunities generated by climate-change mitigation and adaptation, we are applying our expertise in sustainability and investment throughout this profound transition.

    Click here for more information.