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The sustainability revolution: the state of transition
investment viewpoints

The sustainability revolution: the state of transition

We have arrived in an era of socio-environmental ‘crisis’ in which our social and economic structures are no longer fit for purpose. These issues are feeding into slower global growth and financial market volatility. Sustainability is now a central issue for investors that will increasingly determine which companies will win or lose over the long-term, and will drive future returns for investors.

investment viewpoints

Eagles and Ostriches: the future of sustainable investment

In a world where sustainability increasingly determines corporate outcomes, we believe there are two main types of companies: Eagles and Ostriches.

investment viewpoints

Asian credit: emergence of a new asset class

As Asian borrowers increasingly tap into the hard currency debt markets, opportunities are multiplying in corporate bonds. We believe global credit investors should build a dedicated allocation to Asian credit.

Swiss Equities: A turning point in the stock market?
investment viewpoints

Swiss Equities: A turning point in the stock market?

Industry experts came together in Zurich to focus on the Swiss economy and how megatrends are changing our society and the economy.  
Silver spending
investment viewpoints

Silver spending

The older generation are growing wealthier. This presents a number of compelling investment opportunities in the consumer discretionary space.

investment viewpoints

The nuts and bolts of a multi-asset strategy

In this Q&A, client portfolio manager Alain Forclaz outlines the essentials of LOIM’s multi-asset strategy. This discussion covers how we optimise the allocation, why we prioritise liquid instruments, what our drawdown control entails and ways we cater to different risk/return appetites.

Athleisure has proven to be popular. Prestige brands that are capable of establishing and maintaining a competitive position offer investment opportunities.

Making investment work for a cleaner planet
investment viewpoints

Making investment work for a cleaner planet

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

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