investment themes.

    Learn more about the key themes shaping investment markets today.
    Sustainable investment at LOIM

    Sustainability

    At LOIM, sustainability is a core investment conviction. As the race to net zero accelerates and action to preserve the world’s vital natural capital intensifies, we believe that investors with the skills to adapt will capture new growth opportunities and avoid emerging risks.    

    By targeting companies aligning with the goals of the Paris Agreement, and those leveraging the regenerative power of nature or accessing opportunities generated by climate-change mitigation and adaptation, we are applying our expertise in sustainability and investment throughout this profound transition.

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    global trends

    Global trends

    A series of powerful and disruptive forces are transforming our world and underlying economies. Capturing the opportunities presented by the resulting structural shifts is best achieved through a trends-based approach to investment, in our view.

    Trends investing combines long-term expertise on multiple transformative forces, including changing demographics, digitalisation, our changing environment and inequality, with a diversified and experienced team of portfolio managers. Our range of multi-trend portfolios focus on diversification with growth, quality and predictability.

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    The rise of Asia

    Asia

    With strong domestic demand and supportive long-term policy frameworks, businesses across Asia – especially those in the technology, consumer and services sectors – offer enduring growth potential to investors. Our active debt and equity strategies aim to capture these opportunities, with a special focus on highly competitive and innovative businesses with strong fundamentals in the north of the region.

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    Developed markets

    Developed markets

    Established markets, such as Switzerland and Europe, offer hidden opportunities for investors.  Focusing on fixed income, equities and money markets, our range of solutions is rooted in deep fundamental analysis and a belief that selection is key to performance.

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    Income

    Income

    The era of low interest rates is being displaced by inflation and tighter monetary policies from key central banks. Where can fixed income investors turn? Corporate credit is a key diversifier in today’s world of high volatility and low visibility. We seek true value in fast-changing markets through deep analysis and dynamic allocations.

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    Asymmetric solutions

    Asymmetric solutions

    An asymmetric return profile aims to tap upside potential and provide defensive properties in order to strengthen portfolio resilience. Our strategies range from instruments such as convertible bonds, where asymmetry is naturally built in, to multi asset, employing a range of portfolio insurance techniques, to alternatives, which use structural construction. 

    While our solutions approach asymmetry from different angles, they are united in their goal of maximising it for good value.
     

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