Professional | Lombard Odier Investment Managers

insights.

How Asia and EM equities are positioned to withstand shocks from the Iran war and benefit from structural trends
cross assetAsia high conviction
cross assetAsia high convictionEM high conviction

How Asia and EM equities are positioned to withstand shocks from the Iran war and benefit from structural trends

Structural themes continue to drive convincing long term growth in Asia and EM equities despite short-term volatility.
Capturing convexity in credit when markets fall
alternatives

Capturing convexity in credit when markets fall

As market stress deepens, how can relative-value credit approaches generate greater positive convexity? We offer a historical analysis.
Defensive by design: the case for asset-backed lending in 2026
private assetsAsset Backed Loan
private assetsAsset Backed Loan

Defensive by design: the case for asset-backed lending in 2026

Asset backed lending stands out as a transparent, disciplined strategy that targets stable returns away from broader credit-market challenges.
Multi asset: navigating an inflation shock
cross asset

Multi asset: navigating an inflation shock

The Iran war has sparked an inflation shock with broad market consequences. How should investors navigate this complex scenario? 

our sustainable framework model.

Discover our dedicated sustainability research capabilities, our investment framework and how we articulate our product offering.
"we are adapting portfolios to the environmental transition and creating novel strategies centred on nature-positive and climate-aligned goals"

why us.

[1] Source: LOIM. AUM as at February 2026.

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