Professional | Lombard Odier Investment Managers

insights.

Race against the benchmark to decarbonise portfolios
equitiesTNZ equities
equitiesTNZ equitiesTNZ Fixed Income

Race against the benchmark to decarbonise portfolios

Are target net zero portfolios decarbonising more quickly than their equity benchmarks? Discover the results from the team’s latest study. 
Will Donald Trump's fiscal plan work?
multi-assetAll Roads
multi-assetAll Roads

Will Donald Trump's fiscal plan work?

On paper, Donald Trump’s fiscal strategy could work. In reality, uncertainties about the payoff from tariffs and spending cuts persist. Will his gamble succeed?
America first to safety first – finding opportunity and shelter in fixed income
fixed incomeGFIO
fixed incomeGFIOFallen Angels

America first to safety first – finding opportunity and shelter in fixed income

As Donald Trump seeks to rewrite the macro world order, striking the right balance between defensive and opportunistic portfolio positioning is key. 
Dialling up portfolio diversification when uncertainty prevails
multi-assetAll Roads
multi-assetAll Roads

Dialling up portfolio diversification when uncertainty prevails

Uncertainty heightens the need for diversification. Historically, a risk-based solution has shown stronger diversification than a 50/50 approach. 

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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