insights.

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Will rate moves threaten US growth?
multi-assetAll Roads
multi-assetAll Roads

Will rate moves threaten US growth?

US rate cuts have had little effect on rising longer-term rates. Simply put explains why this could weigh on US growth in 2025.
Investing in innovation to reduce plastic waste
private assetsPlastic Circularity Strategy
private assetsPlastic Circularity Strategy

Investing in innovation to reduce plastic waste

How can private equity aid a more circular model for plastics? Our webinar explored new materials; repair, reuse and refill; and recyclers.
 Fixed-income opportunities – globally, in Asia and Switzerland
fixed incomeAsia Diversified High Yield
fixed incomeAsia Diversified High YieldAsia Investment gradeAsia value bondsSwiss Franc bonds

Fixed-income opportunities – globally, in Asia and Switzerland

With a nominal economic recovery as our base case, and taking new US policies into account, we unpack fixed-income opportunities globally and with a focus on Asia and Switzerland.
 Lombard Odier Investment Managers appoints Fabian Huonder as Senior Sales for Wholesale Distribution in Switzerland
media releasesCorporate
media releasesCorporate

Lombard Odier Investment Managers appoints Fabian Huonder as Senior Sales for Wholesale Distribution in Switzerland

LOIM continues to strengthen its wholesale distribution platform in Switzerland with a further senior sales appointment.
4 passive pitfalls: why fallen-angel bonds need active management
fixed incomeFallen Angels
fixed incomeFallen Angels

4 passive pitfalls: why fallen-angel bonds need active management

Passive strategies in fallen angels put investors at risk of further ratings deterioration and potential costs. What is LOIM’s active advantage?
The long path to fiscal credibility
multi-assetAll Roads
multi-assetAll Roads

The long path to fiscal credibility

After years of fiscal spending, how will markets react to a global shift towards fiscal consolidation in 2025? 
Asia fixed income: a promising outlook for 2025
fixed income

Asia fixed income: a promising outlook for 2025

Strong macro drivers and relative insulation from tariff policy mean Asian and emerging-market bonds have good potential to outperform.
Capturing market upside while benefitting from net-zero tilts
TNZ equitiessustainable investment
TNZ equitiessustainable investment

Capturing market upside while benefitting from net-zero tilts

Our review of 2024 for TargetNetZero equities considers positive headwinds and how stock selection within traditionally carbon-intensive sectors benefitted investors.
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