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    The surging opportunity in asset backed private credit
    private assets

    The surging opportunity in asset backed private credit

    A growing, underpenetrated segment of the private credit market offers attractive returns through short duration, collateral secured loans.
    Oil prices and the Middle East conflict: the economic shock investors should watch
    cross asset

    Oil prices and the Middle East conflict: the economic shock investors should watch

    Simply put analyses how oil price shocks from the Middle East conflict may affect the global economy and what investors should watch.
    In today’s Goldilocks economy, carry is a key driver in equities and fixed income
    cross asset

    In today’s Goldilocks economy, carry is a key driver in equities and fixed income

    Strong growth and subdued inflation support equity and bond markets – even as AI redistributes opportunities – with carry a key driver of potential returns.
    Could a stock market correction dilute the impact of AI capex on the US economy?
    cross asset

    Could a stock market correction dilute the impact of AI capex on the US economy?

    Could market doubts about the profitability of the AI project offset the significant US economic stimulus from massive AI spending? 
    Private equity secondaries: growth drivers, transaction types and a differentiated approach
    private assetsLombard Odier Secondaries
    private assetsLombard Odier Secondaries

    Private equity secondaries: growth drivers, transaction types and a differentiated approach

    How can private assets investors harness the secondaries opportunity? We unpack the market’s distinct advantages and LP-led, GP-led and direct access routes.
    Why the ‘best’ Swiss bond portfolio isn’t always the top performer
    fixed incomeSwiss Franc bonds
    fixed incomeSwiss Franc bonds

    Why the ‘best’ Swiss bond portfolio isn’t always the top performer

    Assessing a bond portfolio’s value requires understanding how skill, costs and the effective use of active risk combine to generate long‑term outperformance.
    Agentic and sovereign AI: artificial intelligence comes of age
    equitiesAsia high conviction
    equitiesAsia high convictionEM high conviction

    Agentic and sovereign AI: artificial intelligence comes of age

    Exploring the rise of agentic and sovereign AI, the Asia High Conviction team considers the investment opportunities in Asia equities. 
    Asia and EM in 2026: accelerating momentum in credit and equities
    cross assetAsia high conviction
    cross assetAsia high convictionEM high convictionAsia Diversified High YieldAsia value bonds

    Asia and EM in 2026: accelerating momentum in credit and equities

    Our 2026 outlook for Asia and EM sees ample liquidity, strong growth and powerful secular drivers driving a multi year opportunity set.
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