insights.

explore insights
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.

global perspectives

Draghi's farewell bazooka: ECB QE here to stay

Mario Draghi may soon bid farewell to the ECB, but QE appears here to stay. The bank unveiled a broad package of policy measures aimed at re-anchoring inflation expectations.

Asian credit: emergence of a new asset class
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.  
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.

Markets in a Milky Way warp
global perspectives

Markets in a Milky Way warp

The Milky Way has been found to be warped. We believe financial markets and the economy are too, and outline the distortions.

???template.insights.loader.img-alt???