Professional | Lombard Odier Investment Managers

insights.

Positive macroeconomic drivers for Asia bonds are in play
fixed incomeAsia value bonds
fixed incomeAsia value bondsAsia Diversified High YieldAsia Investment grade

Positive macroeconomic drivers for Asia bonds are in play

Supportive macroeconomic trends – including expected US rate cuts, regional growth and policy momentum – support Asia fixed income. We share our H2 outlook.
Fixed income: is geopolitics now trumping rates as the dominant force in markets?
fixed income

Fixed income: is geopolitics now trumping rates as the dominant force in markets?

As geopolitics increasingly trumps rate-moves in fixed-income markets, how should investors respond?
Economic growth outlook moderates as major risks loom
cross asset

Economic growth outlook moderates as major risks loom

Despite a turbulent first half, we expect economic growth to remain resilient; yet, looming risks could also precipitate a hard landing.
Multi asset: resilience in a V-shaped market recovery
multi-asset

Multi asset: resilience in a V-shaped market recovery

V-shaped recoveries test the resilience of risk-based strategies, but continuous research can reinforce processes ahead of future episodes. 

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"
email subscription centre.