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Is employment at the heart of US economic growth?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Is employment at the heart of US economic growth?

To see how strongly the US labour market is driving the economy in 2024, Simply put applies a theory linking employment conditions with output: Okun’s Law. 

CIO views: finding value through patient investing
investment viewpoints Asset Management
investment viewpoints Asset Management Fixed Income Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Equities Macro Multi-asset Alternatives. Convertibles

CIO views: finding value through patient investing

Our CIOs consider how patient investors could find better value. Across asset classes, which areas offer superior prospects to those with a long-term approach?

Convertible bonds: cutting emissions and promoting efficiency
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Convertibles TargetNetZero Global Convertible Bond

Convertible bonds: cutting emissions and promoting efficiency

Our convertible-bond strategy focuses on companies seeking emission reductions or solution-providers that enable transition efforts.

Lombard Odier Investment Managers appointed by Nest for global thematic equity mandate
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. Themes Corporate/brand Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

LOIM appointed by Nest for global thematic equity mandate

LOIM has been appointed by Nest to manage a mandate that invests in global thematic equities, consistent with the transition towards a net-zero economy, and which seeks to deliver sustainable outcomes and robust investment returns for Nest’s members.

India in 2024: a trio of new positive catalysts
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Equities Regional Asia high conviction

India in 2024: a trio of new positive catalysts

As we look to the year ahead, one of our strongest convictions is India – the subject of the first in a four-part series on our outlook for Asia equities in 2024. 

Is US job creation as strong as it looks?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Is US job creation as strong as it looks?

In this weekly edition of Simply put, we consider what signals US job creation is sending for inflation and monetary policy. 

Petrochemicals in insulation: a conundrum for sustainable investors
investment viewpoints HolistiQ
investment viewpoints HolistiQ Circular Economy

Petrochemicals in insulation: a conundrum for sustainable investors

For investors seeking net-zero alignment, do the carbon-payback periods for insulation products justify their use of petrochemicals?

Fallen angels radar: positive 2024 supply dynamics
investment viewpoints Institutional
investment viewpoints Institutional Fallen Angels Wholesale

Fallen angels radar: positive 2024 supply dynamics

Fallen angels radar is LOIM’s new quarterly tracking which corporate bond issuers have lost their investment grade rating and the trends we see playing out.