Professional | Lombard Odier Investment Managers

Security selection is growing more vital in the current market environment, and active management of risk premia can help limit exposure to vulnerable issuers.  

How heavily could higher US tariffs impact global growth? Simply put uses historical precedents to forecast the effects and calibrate how our multi-asset portfolios should respond.

Donald Trump’s policy agenda could have profound implications for the US economy and global markets. Our equity, fixed income, multi-asset and convertible bond teams assess three key impacts.

Markets expect a hike in US tariffs to 10% on all imports to drive a surge in domestic inflation. This week in Simply put, we assess the potential short- and longer-term impacts.