Professional | Lombard Odier Investment Managers

insights.

Decarbonisation: are companies on the right track?
equitiesTNZ equities
equitiesTNZ equities

Decarbonisation: are companies on the right track?

Decarbonising firms in high-emission sectors are critical to the net-zero transition. How can equity investors identify them?
Tax reductions and deficits: lessons from Reagan to Trump
multi-assetAll Roads
multi-assetAll Roads

Tax reductions and deficits: lessons from Reagan to Trump

As markets become concerned about rising deficits, Simply put tests whether lowering taxes delivers on the theoretical promise to generate better tax returns.  
How could US fiscal slippage impact markets?
multi-assetAll Roads
multi-assetAll Roads

How could US fiscal slippage impact markets?

Spending promises from US election candidates have spurred a repricing of bond risk. Simply put explores how budget deficits affect asset classes.
Upbeat macro, moody market
cross assetconvertibles
cross assetconvertiblesequitiesfixed incomemulti-asset

Upbeat macro, moody market

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.

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"
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