The mobility revolution

The mobility revolution

Mobility – the way people and goods move – sits at the heart of our economy and lifestyles. A mobility revolution is already underway and represents a USD 2 trillion annual investment opportunity.

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Lombard Odier joins call for sustainable EU recovery from COVID-19

Lombard Odier joins call for sustainable EU recovery from COVID-19

We believe governments' recovery measures from the COVID-19 pandemic should accelerate the transition to low-carbon, sustainable social and economic model that is circular, lean, inclusive and clean. This is why we have signed the Open Letter to EU Leaders From Investors on a Sustainable Recovery from COVID-19.

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Investing in the transition to net zero

Investing in the transition to net zero

At Lombard Odier, we believe the climate transition will continue to accelerate in a post-COVID-19 world, presenting a USD5.5 trn investment opportunity annually. Our climate transition strategy captures opportunities across all sectors created by the urgent need to transition to net-zero emissions, and adapt to a warmer climate.

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Could cheap oil and COVID-19 derail the transport revolution? Not in our view.

Could cheap oil and COVID-19 derail the transport revolution? Not in our view.

At LO, we believe supply and demand dynamics across the transport sector have fundamentally changed. Despite the rapid – and likely prolonged - decline in oil prices, we believe the Transport Revolution continues to provide attractive investment opportunities, especially as consumers and governments respond to the heavy economic and social costs of the COVID-19 pandemic.

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Positioning a portfolio for climate transition

Positioning a portfolio for climate transition

The world is already decarbonising, and the transition is accelerating. Some USD 5.5 trillion of investment will be required annually over the next decade to generate sustainable economic growth, and to align with the Paris Agreement. Market forces are now in the driving seat of the transition, which we believe is already one of the most important drivers of risk and return.

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How carbon-intensive industries can be brought into the fight against climate change

How carbon-intensive industries can be brought into the fight against climate change

Reducing emissions will be challenging for carbon intensive industries. Companies in hard-to-abate sectors that can transition towards lower-carbon processes will gain a true competitive advantage that should benefit investors.

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Five reasons why the oil shock and COVID-19 could accelerate the climate transition

Five reasons why the oil shock and COVID-19 could accelerate the climate transition

We expect the oil price crash and the COVID-19 virus will have a positive impact for climate transition strategies. Historically, low oil prices would typically have a negative effect on the speed and scale of the transition to a net-zero economy. But today, market dynamics are much more complex. The combination of policy, market forces and consumption dynamics look increasingly supportive for the ongoing decarbonisation of the mobility, renewables, green technology and hydrogen sectors. Other industries – such as legacy, fossil fuel energy and air travel - are likely to are likely to see a prolonged negative effect.

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