notizie.

Guarda la replica del nostro webinar dedicato al Decennio dell’invecchiamento in buona salute. Questo importante tema, sancito dalle Nazioni Unite, unisce governi nazionali, settore privato, società civile e mondo accademico. 

Il dividendo demografico che ha fornito le basi per il progresso economico avvenuto negli ultimi sessant’anni è andato perduto e sarà sostituito da un deficit demografico che durerà per altri sessant’anni.

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In the fifth episode of our six-part series on the climate transition, we ask what needs to change with regards to how we approach food and land use.

Get to know Iain Lindsay, who recently joined Affirmative Investment Management (AIM), our partner in managing the Global Climate Bond fund. 

A commentary on the work of the TCFD on forward-looking metrics, and on responses by the Transition Pathway Initiative (TPI) and the 2° Investing Initiative.

The impact of the sell-off has been eased by our diversification and exposure to resilient companies, and we believe the regulator's moves should support a stronger internet sector in the long term. 

We consider recent regulations and priorities in China, and explore how these could impact fixed income investments in education, property and technology. 

China's scrutiny of internet companies can be seen as an effort to improve its regulatory oversight of a sector critical to its future growth.

As the economic outlook becomes more uncertain, our CIOs consider how to gain more differentiated exposure.

Our multi-asset portfolios are guided by strategic principles while also recognising the need to remain nimble and adapt to changing conditions.

Implied temperature rise (ITR) metrics provide an effective means of quantifying the risks and opportunities associated with climate change.  

Gli indicatori dell’aumento implicito della temperatura (Implied Temperature Rise – ITR) rappresentano un modo efficace per quantificare i rischi e le opportunità associate al cambiamento climatico.  

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Una sfida inevitabile, un’opportunità inconfondibile: per gestire al meglio il rischio e sfruttare le possibilità di crescita nel corso della transizione verso lo zero netto, sono necessarie nuove competenze.

Trends in DNA healthcare diagnostics and renewable energy offer convertible bond investors the potential to capture long-term growth opportunities. 

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In the fourth episode of our six-part series on the climate transition, we focus on industry and industrial production. 

Growth, inflation and tapering expectations. Sharp yield moves and tight spreads. In this constructive yet anxious fixed-income environment, we see value in realism. 

We consider two issues facing investors in Swiss corporate bonds: inflation concerns and incomplete ESG coverage.  

I pagamenti digitali continuano ad evolversi e mostrano caratteristiche di adozione diverse a seconda dell’area geografica in cui ci troviamo.

Il tempo e' scaduto per chi sostiene che le emissioni indirette di carbonio delle aziende - legate alla filiera produttiva o al ciclo di vita dei prodotti - sono troppo difficili da determinare.

Markets have moved from the ‘hope’ phase of the cycle to a period of secular growth that favours stock selection.

Are bonds still useful in portfolios to provide protective buffer? How do shifting bond market dynamics affect other asset classes such as equities?

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Riteniamo che le attuali soluzioni di decarbonizzazione non offrano adeguate opportunità di investimento in grado di cogliere la crescita generata dalla transizione verso un’economia net-zero e non ne accelerino il progresso

The topic of inflation has ignited discussions across markets. Our CIOs present their views on how best to navigate a tricky landscape.

Our CIO for Asia fixed income considers eight medium-term pressures that could cause inflation to persist.

Lombard Odier Investment Managers today announces the appointment of Erika Wranegard as Portfolio Manager within the Fixed Income team, as the firm expands its sustainability expertise across global fixed income markets.

The recent G7 summit saw the world's top leaders discuss the crucial need for biodiversity conservation, a historic moment that could inhance sustainable investment.

The increased popularity of China investment, foreign investments, portfolio flows and its trade surplus call for a potential material appreciation of the renminbi.

The first ever ‘net-zero G7’ saw world leaders commit to achieving carbon neutrality by 2050, while underscoring the level of investment required.   

Is a new bronze age on the horizon? Our infographics breaks down the  attractive opportunities copper can provide for sustainable investors. 

Le perdite legate agli sprechi alimentari ammontano a più di USD 1’000 miliardi. Ciò rappresenta a nostro avviso una delle maggiori opportunità d’investimento offerte dal tema del capitale naturale.

Lombard Odier Investment Managers today announces the appointment of Selina Tyler as Head of UK Wholesale, as part of the firm’s strategic growth plan to bolster its presence and product offering in the UK market.

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In the third episode of our series on the climate transition, we focus on transportation - a  sector that accounts for around 17% of global GHG emissions. 

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Climate change policies and efforts to limit global warming and reach net zero by 2050 are critically dependent on the decarbonisation across all sectors. The challenge – as well as the investment required – is vast.

The recent G7 summit showed that net zero is a deepening investment theme. LOIM's Christopher Kaminker and Kristina Church give their thoughts on what's to come.

Il Regno Unito e un numero crescente di paesi dell’Unione europea e di Stati federali negli USA intendono approvare una legge per il “diritto alla riparazione”. Quali opportunità si presentano agli investitori con questa normativa? 

Lombard Odier Investment Managers today announces the appointments of two senior Portfolio Managers to its Global Equities franchise. 

Lombard Odier Investment Managers today announces the appointments of five strategic hires in Zurich and Geneva to expand and further strengthen the firm’s distribution platform in Switzerland.

Dalla telesanità all’e-learning, le obbligazioni convertibili consentono di partecipare a una serie di trend che si sono intensificati per effetto della pandemia.

Solo la decarbonizzazione dell’intera economia può consentire un futuro privo di emissioni.

La nostra strategia TargetNetZero cerca le aziende che si sono dotate di piani di decarbonizzazione credibili. Come si posiziona Enel¹, una società di utility multinazionale?

For the TerreNeuve strategy, 2020 was a pivotal year because of the regulatory forces that came into play in major investment markets. 

Which companies are best mitigating the effects of rising supply-chain and freight costs while aligning to themes including sustainability, digitalisation and the rise of North Asia?

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Come può una visione "net zero" aiutare gli investitori a identificare le aziende che sono posizionate per avere successo - o fallire - in questa transizione economica?

Investendo con l’obiettivo dello zero netto, guardiamo al futuro e all’economia intera, puntando a decarbonizzare, diversificare e guidare la transizione. 

How have unsophisticated allocations to sustainability led to valuation distortions, while over-looking strategies that are pivotal for a CLIC™ economy?

L’idrogeno blu e l’idrogeno verde possono entrambi giocare un ruolo importante nella transizione verso lo zero netto.

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In the second episode of our six-part series on the climate transition, we examine the energy sector and the extent of change required on the path to net zero.

Lombard Odier Investment Managers launches four Target Net Zero strategies; outlines flaws in current decarbonisation approaches.

Lo sviluppo e l’implementazione di tecniche per un’agricoltura intelligente sono parte integrante della transizione verso l’economia del CLIC™.

How should fixed-income investors respond to higher US growth and inflation expectations while starting strongly in the race to net zero?