insights.

After failing to protect investors from higher inflation over the past two years, gold prices have been surging lately. Why now? We investigate this intriguing development. 

In the Q2 issue of Alphorum, we focus on duration and spread opportunities in anticipation of the rate-cutting cycle and debt maturity wall ahead.

China is already the world’s largest carbon market. In our view, it will also become the world’s most valuable one. We explain the forces driving its growth.

US assets have reigned supreme for several quarters, but a shift in global growth could lead to a more balanced market rally. 

Lombard Odier Investment Managers today announces the appointments of Valentin Petrescou and Didier Anthamatten to launch a Global Macro Absolute Return strategy for institutional and private clients, due to go live in Q3.

What happens when markets price a no-landing scenario, but the macro data suggests otherwise? In Simply put, we explain why one of the two needs to give. 

This Q&A with our Sustainable Private Credit team considers market dynamics in direct lending and why there is a compelling case for non-sponsored allocations. 

We focus on normalisation in this quarterly issue of Simply put – of market and macro conditions, and correlations among risk premia.