Professional | Lombard Odier Investment Managers

Higher long-term real yields are often attributed to monetary policy or a higher term premium; We consider the role of the cost of capital. 

Higher energy prices have removed the risk of disinflation in Switzerland, enabling the central bank to focus on currency stabilisation.

One year on, we consider how the Liquid Global High Yield strategy overcame the liquidity and performance issues facing the HY asset class.

As an established exit route alongside IPOs and M&A, secondaries are now a permanent feature of private equity markets – offering flexibility, lower risk and attractive returns.