Lombard Odier Investment Managers | Asset Management

Targeting net zero: 5 reasons to rethink portfolio decarbonisation
investment viewpoints Institutional
investment viewpoints Institutional Sustainability Wholesale TargetNetZero Global Convertible Bond TNZ equities TNZ Fixed Income

Targeting net zero: 5 reasons to rethink portfolio decarbonisation

Policy, the pitfalls of short-term, high-carbon exclusions and the need to look towards 2050 are among the five reasons why we believe many investors should rethink net-zero alignment. 

Swiss Climate Scores
investment viewpoints Swiss Franc bonds

Swiss Climate Scores

The Swiss Climate Scores provide investors with comparable and relevant information on the extent to which their investments are compatible with international climate goals.

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.

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