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In this late-cycle phase, how high could commodity prices fly?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

In this late-cycle phase, how high could commodity prices fly?

Commodity prices, and energy prices in particular, have soared recently, despite the rise in the US dollar. If commodity prices are likely to rise further, how high could they fly?

Asia is dominating the electric vehicle battery market
investment viewpoints Asset Managment
investment viewpoints Asset Managment DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Convertibles

Asia is dominating the electric vehicle battery market

Car electrification is challenging the whole vehicle production supply chain. Our view is that battery cell production will end up becoming commoditised.

Investing in transition materials for innovation
investment viewpoints Asset Managment
investment viewpoints Asset Managment DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Transition materials

Investing in transition materials for innovation

The transition in energy and materials systems is creating compelling opportunities in metals and biobased materials, among others.

What will pull the dollar back?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

What will pull the dollar back?

The dollar tends to fall at the end of the cycle. Why does this not appear to be the case this time around?

Community solar: unlocking access to clean energy in the US
investment viewpoints Asset Managment
investment viewpoints Asset Managment DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Themes Sustainability

Community solar: unlocking access to clean energy in the US

We believe community solar represents a potentially impactful and attractive opportunity for private markets investors.

Lombard Odier Investment Managers bolsters Paris sales team with two senior hires
media releases Asset Managment
media releases Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. Themes Corporate/brand Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Lombard Odier Investment Managers bolsters Paris sales team with two senior hires

Lombard Odier Investment Managers ("LOIM") today announces two senior appointments in Paris to bolster its client service and business development efforts with wholesale and institutional clients across France, Belgium, Luxembourg and Monaco. Marie Bettinger and Aline Bas-Hinnekens bring extensive experience of wholesale and institutional markets.

Transition investing for today’s economic revolution
investment viewpoints Asset Managment
investment viewpoints Asset Managment Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Equities Circular Economy Future Electrification Planetary Transition New Food Systems

Transition investing for today’s economic revolution

Energy, land and oceans, and materials systems are being revolutionised, bringing sustainable solutions to mass markets. Forward-thinking investors should assess the potential opportunities.

Is the economy in a late-cycle period?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Is the economy in a late-cycle period?

Compared to historical episodes of the end of the cycle, where is the economy today? Simply put looks at the evidence for what defines a late cycle.