insights.

We challenge myths about climate investing, including managing uncertainty in metrics and modelling potential US policy rollbacks.

As societies age, investor preferences will shift towards stable income over capital appreciation, reshaping portfolio construction.

How can bond investors access high-yield credit with greater liquidity and lower cost to tap into the full potential of the asset class?

LOIM appointed to manage new tail-risk hedging solution that Societe Generale will offer to institutional investors. 

Amid positive sentiment, choosing Asian convertible debt offers investors long-term growth, diversification and favourable valuations.

Despite 2025’s strong market performance, we see positive reasons to remain invested in global markets, although pockets of exuberance lurk.

In this time of peak uncertainty, strategies focussed on carry, convexity and system changes can help investors stabilise portfolios.

Heat is a physical barrier to increasing AI computing power. Enter water cooling: a critical part of the supply chain poised for strong growth.