Lombard Odier Investment Managers | Asset Management

Is duration exposure gaining appeal?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

Is duration exposure gaining appeal?

Investors have hesitated about fixed income allocations, despite an improvement in long-term investment prospects. Could the outlook be improving for bonds?

Fixed income: tactical descents, structural opportunities
investment viewpoints Fixed Income
investment viewpoints Fixed Income Wholesale Institutional

Fixed income: tactical descents, structural opportunities

We explain our duration and credit positioning amid interest-rate cuts and tight corporate spreads, and explore a hedging solution across macro regimes.

Asia convertible bonds: capturing upside in a strong market
investment viewpoints Wholesale
investment viewpoints Wholesale Convertibles Institutional

Asia convertible bonds: capturing upside in a strong market

Asia convertible bonds had a strong H1. We assess China’s improving macro outlook and thematic opportunities for our strategy, from semiconductors to consumption.

LOIM launches DataEdge Market Neutral Strategy
media releases Alternatives.
media releases Alternatives. Transition materials Corporate/brand

LOIM launches DataEdge Market Neutral Strategy

The strategy uses big data on consumer trends to identify earnings surprises and capture alpha potential.

we are adapting portfolios to the environmental transition and creating novel strategies centred on nature-positive and climate-aligned goals