LOIM tube

Embracing change through trends investing

June 12, 2020

Didier Rabattu

Head of Equities

Henk Grootveld

Head of Trends Investing

On-demand webinar

How can investors benefit from trends investing, or more specifically, mega-trends investing?

In this webinar, Didier Rabattu, Head of Equity, and Henk Grootveld, Head of Trends Investing, discuss a series of trends, including changing demographics, digitalisation, our changing environment, and inequality. All of these represent powerful transformative forces which, given their scale and scope, will inevitably influence the global population, companies, investors and boardrooms.

Watch our on-demand webinar now to learn how to invest for an evolving world:

• History shows that the vast majority of companies fail to adapt to a changing world. Today, our world is transforming rapidly due to ongoing and accelerating human development and digitalisation trends

• At the same time, our global economic model is creating massive sustainability challenges regarding the environment and inequality which are also driving changes and growth opportunities

• Thematics is therefore a dedicated focus on growth. But to create alpha, growth needs to be combined with companies able to generate economic value

• Traditional regional or sectoral based approaches are, in our view, out of date, and a trends-based investment process better highlights challenges and opportunities that companies face

• With sustainability at its core, LOIM’s trends investing combines long term expertise on multiple trends with a diversified and experienced team of portfolio managers. These multi-trend portfolios focus on diversification with growth, quality and predictability

Watch our Global trends webinar

important information.

This document has been issued by Lombard Odier Funds (Europe) S.A. a Luxembourg based public limited company (SA), having its registered office at 291, route d’Arlon, 1150 Luxembourg, authorised and regulated by the CSSF as a Management Company within the meaning of EU Directive 2009/65/EC, as amended; and within the meaning of the EU Directive 2011/61/EU on Alternative Investment Fund Managers (AIFMD). The purpose of the Management Company is the creation, promotion, administration, management and the marketing of Luxembourg and foreign UCITS, alternative investment funds ("AIFs") and other regulated funds, collective investment vehicles or other investment vehicles, as well as the offering of portfolio management and investment advisory services.

Lombard Odier Investment Managers (“LOIM”) is a trade name.

This document is provided for information purposes only and does not constitute an offer or a recommendation to purchase or sell any security or service. It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful. This material does not contain personalized recommendations or advice and is not intended to substitute any professional advice on investment in financial products. Before entering into any transaction, an investor should consider carefully the suitability of a transaction to his/her particular circumstances and, where necessary, obtain independent professional advice in respect of risks, as well as any legal, regulatory, credit, tax, and accounting consequences. This document is the property of LOIM and is addressed to its recipient exclusively for their personal use. It may not be reproduced (in whole or in part), transmitted, modified, or used for any other purpose without the prior written permission of LOIM. This material contains the opinions of LOIM, as at the date of issue.

Neither this document nor any copy thereof may be sent, taken into, or distributed in the United States of America, any of its territories or possessions or areas subject to its jurisdiction, or to or for the benefit of a United States Person. For this purpose, the term "United States Person" shall mean any citizen, national or resident of the United States of America, partnership organized or existing in any state, territory or possession of the United States of America, a corporation organized under the laws of the United States or of any state, territory or possession thereof, or any estate or trust that is subject to United States Federal income tax regardless of the source of its income.

Source of the figures: Unless otherwise stated, figures are prepared by LOIM.

Although certain information has been obtained from public sources believed to be reliable, without independent verification, we cannot guarantee its accuracy or the completeness of all information available from public sources.

Views and opinions expressed are for informational purposes only and do not constitute a recommendation by LOIM to buy, sell or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change. They should not be construed as investment advice.

No part of this material may be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorised agent of the recipient, without Lombard Odier Funds (Europe) S.A prior consent. ©2020 Lombard Odier IM. All rights reserved.