Actualités.

Une révolution du développement durable est en cours. Elle aura des conséquences sur les performances de l'économie et des investissements à long terme.

Le 12 mars 2018, Lombard Odier organisait son événement « Repenser l’investissement responsable », réunissant des leaders domaine de l’investissement, des affaires et du monde politique. Objectif : non seulement débattre de la façon dont notre monde évolue pour faire face aux nombreux défis sociaux et environnementaux, mais aussi évaluer comment les investisseurs peuvent agir sur leurs portefeuilles pour intégrer ce nouveau paradigme.

Au cours des derniers jours, le spectre d'une guerre commerciale globale, déclenchée par les récentes annonces américaines, a été au cœur des préoccupations des marchés. La décision de l'administration Trump d'imposer de fortes taxes sur les importations d'acier et d'aluminium a pris de court les marchés. De plus, la rhétorique accompagnant l'annonce des taxes douanières et menée par le président Trump lui-même a été cinglante donnant lieu à une sorte d'effet domino où l'UE et le Canada ont réagit en adressant leurs propres avertissements

Lombard Odier Investment Managers announces the appointment of Arnaud Langlois to launch a global equity long/short investment strategy with a sustainability focus.

In the first year of his presidency, Donald Trump has been less aggressive on trade than expected, especially considering his rhetoric during the campaign.

The Insurance Linked Strategies (ILS) team at Lombard Odier Investment Managers (‘Lombard Odier IM’) has completed its first bond transaction using blockchain, the immutable ledger for recording transactions. The team’s purchase of catastrophe bonds is believed to be among the first secondary market transaction completed on blockchain. 

Lombard Odier Investment Managers (‘Lombard Odier IM’) announces the appointment of Velida Jahic as Head of Nordics

Lombard Odier Investment Managers (‘Lombard Odier IM’) announces the appointment of Robert Schlichting as Head of Institutional Sales for Germany and Austria, and Frank Stefes as Head of Third Party Distribution Sales for Germany and Austria, with effect from 16^th October 2017

Lombard Odier Investment Managers announces the appointment of Eric Roeleven as Head of Institutional Sales, Zurich as of 1 October 2017.

Lombard Odier Investment Managers announces the appointment of Ritesh Bamania as Head of Solutions.

Lombard Odier Investment Managers announces the launch of the Lombard Odier IM Family Offices team, to provide customised services to family offices in Europe.

Lombard Odier Investment Managers announces the appointment of Samira Sadik Dadi as Head of Third-Party Distribution, French speaking Switzerland, who joined on 1 May.

Lombard Odier IM announces the appointment of Jonathan Clenshaw to the newly created role of Head of Institutional Sales for Europe.

Lombard Odier Investment Managers has expanded its impact investment offering with the launch of the LO Funds – Global Responsible Equity, which aims to deliver quantifiable social and environmental impact hand-in-hand with excess financial performance.

Lombard Odier Investment Managers is pleased to announce that the LO Funds–Asia Value Bond fund has gained a five-star rating (highest rating) from Morningstar Ratings, effective January 2017.

Lombard Odier Investment Managers (‘Lombard Odier IM’) announce the launch of their new Global Climate Bond investment strategy to help combat climate change. This follows a strategic partnership with Affirmative Investment Management (‘AIM’), the fixed income manager dedicated to impact strategies.

Lombard Odier Investment Managers is partnering with Affirmative Investment Management (AIM), the fixed income manager dedicated to impact strategies, to supplement its existing impact investing capabilities and launch a new fund designed to help combat climate change in a verifiable way.

Video

In this video, Kristina Church, Head of CLIC™ (Sustainable) Solutions, identifies the key investment trends we expect to see in 2021.

Audiocast

Welcome to the CLIC™, the audiocast that breaks down the key developments set to accelerate sustainable investment. 

Audiocast

Europe is placing vital importance on being a climate neutral economy by 2050. This ambitious climate stance presents a number of investment opportunities.

Crossover bonds, rated BBB to BB, could improve returns for buy and maintain investors for only a moderate increase in risk.

Climate change represents a challenge that demands a global response. Impact bonds can generate environmental and social externalities in a liquid portfolio.

Convertible bonds can mitigate exposure to equity volatility, both in terms of higher Sharpe ratios and lower governance features compared to equity options.  

The combination of better valuations, improving fundamentals, low risk and diversification makes crossover the sweet spot of the credit spectrum, in our view.

The agricultural sector faces challenges in terms of its existing practices, and disruption from new regulation and technologies. The world is on the brink of the next agricultural revolution.

Digitalisation has had a tremendous impact on our world and continues to reshape every conceivable aspect of our social and economic norms. This has important implications for the vast majority of companies across all sectors. In our view, the investment process needs to reflect this rapid evolution, which is still in its early days.

As US-China trade tensions escalate, we expect elevated market volatility. We are actively monitoring our asset allocation matrix with yellow warnings firmly in place.

We welcome the final recommendations of the Financial Stability Board (FSB) and the Task Force on Climate-related Financial Disclosures (TCFD).

The US Federal Reserve confirmed its dovish pivot on interest rates and cemented the tone for a widespread easing bias after the recent ECB meeting.

A summary of the main themes likely to drive the investment landscape in 2020 and beyond. The opportunities and risks identified by our investment specialists.

LO Funds - All Roads: A new design for diversified growth funds to meet multi-asset needs of pension schemes.

Johan Utterman, portfolio manager of LO Funds – Golden Age, a fund which invests in the ageing theme. He reviews the fund’s performance and explain why they think this broad-based structural trend is set to gather speed.

Opportunities and scenarios of an ageing society. Dr Stephan Sigrist is the founder and head of W.I.R.E., a leading interdisciplinary think tank. He recently delivered the keynote speech - “The world is ageing - Opportunities and scenarios of an ageing society” - at a Lombard Odier IM event in Zurich on September 25. The following Q&A was conducted after the event.

Governments worldwide have put in place substantial measures aimed at curbing toxic emissions. The ramifications of the matter are not necessarily well understood or properly priced-in, presenting a number of investment opportunities.

Why climate change risk has become a priority and how climate, macroeconomic, and financial modelling can be tied together to produce a more complete ALM.

Newly-developed digital infrastructure has helped boost India's booming economy. Several trends continue to gather momentum, opening up a number of investment opportunities.

Lombard Odier discusses how a cautious move lower in credit ratings could enhance fixed income returns for only a moderate increase in risk.

The rising proportion of one-person households, globally, is set to drive discretionary spending in the future.

We do not believe that high leverage levels globally will cause the next crisis, but we caution that high leverage increases the global economy’s vulnerability to shocks.

We have a different perspective on corporate debt leverage and look at alternate ways to assess leverage besides the typical Debt-to-EBITDA measure.  

Emerging Markets currency correlations have weakened over the past decade. What does this mean for investors?

Climate change is a pressing sustainability challenges. Green bonds are an increasingly important instrument for investors to use to avoid carbon emissions.

Our multi-asset team uses dynamic drawdown management to help reduce downside risk at a reasonable cost.

Lombard Odier is pleased to announce the arrival of Dr. Christopher Kaminker and Ebba Lepage as it further strengthens its sustainability capabilities and offering.

We approach drawdown control with a view to minimising opportunity costs while delivering downside protection. 

Prime Minister Modi won with a landslide victory for the second time and this warrants a deeper appreciation of the paradigm shift in the politics of India.

How can mathematical models optimise portfolio construction? The Malamud model looks to find predictive relationships between signals and returns.

Technology is integrated into every aspect of our lives and it generates a staggering amount of data. This data has the potential to reshape the investment landscape.

How will the SNB navigate between Swiss bright spots and global geopolitical uncertainty? We discuss growth, inflation, interest rates and SARON.

We seek to improve convexity in corporate credit by focussing on ratings resilience and building portfolios based on quality.