Professional | Lombard Odier Investment Managers

The profitability and valuations of large-cap equities could shift in 2025 as a result of the continuing rise in short- and long-term US real rates, our analysis shows.

Long-term capital allocation to regenerative value chains delivers greater investment potential and benefits nature more than trading biodiversity credits.

Decarbonising firms in high-emission sectors are critical to the net-zero transition. How can equity investors identify them?

As markets become concerned about rising deficits, Simply put tests whether lowering taxes delivers on the theoretical promise to generate better tax returns.