Professional | Lombard Odier Investment Managers

insights.

2026 investment outlook: striking a new balance
cross asset

2026 investment outlook: striking a new balance

How will 2026 contrast with this year’s macro volatility and market concentration? Across listed and private markets, we offer key investment convictions.
Investing for impact: private equity’s role in the plastics challenge
private assetsPlastic Circularity Strategy
private assetsPlastic Circularity Strategy

Investing for impact: private equity’s role in the plastics challenge

Our Plastic Circularity strategy aims to show how growth-focused private equity investment can deliver measurable sustainability outcomes. 
Bullish despite AI bubble fears? Why we remain risk-on, for now
cross asset

Bullish despite AI bubble fears? Why we remain risk-on, for now

Fundamentals and technicals – like corporate earnings and investor positioning – reinforce our risk-on stance despite the risk of an AI bubble.  
Investing in a K-shaped world of fragmented returns
multi-assetAll Roads
multi-assetAll Roads

Investing in a K-shaped world of fragmented returns

Markets and economies are increasingly driven by a handful of winners while the rest stagnate. How should investors react? 

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 September 2025.

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