Professional | Lombard Odier Investment Managers

In this late-cycle phase, how high could commodity prices fly?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

In this late-cycle phase, how high could commodity prices fly?

Commodity prices, and energy prices in particular, have soared recently, despite the rise in the US dollar. If commodity prices are likely to rise further, how high could they fly?

Asia is dominating the electric vehicle battery market
investment viewpoints Asset Managment
investment viewpoints Asset Managment DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Convertibles

Asia is dominating the electric vehicle battery market

Car electrification is challenging the whole vehicle production supply chain. Our view is that battery cell production will end up becoming commoditised.

Investing in transition materials for innovation
investment viewpoints Asset Managment
investment viewpoints Asset Managment DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Transition materials

Investing in transition materials for innovation

The transition in energy and materials systems is creating compelling opportunities in metals and biobased materials, among others.

What will pull the dollar back?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

What will pull the dollar back?

The dollar tends to fall at the end of the cycle. Why does this not appear to be the case this time around?

"we are adapting portfolios to the environmental transition and creating novel strategies centred on nature-positive and climate-aligned goals"
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