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I can’t say I’m bullish
investment viewpoints Asset Managment
investment viewpoints Asset Managment Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Multi-asset All roads

I can’t say I’m bullish

Risk appetite measures are offering investors mixed signals. Does the current market rally have legs?

Sustainability watch: electric vehicles, hydrogen power, and natural capital
investment viewpoints Asset Managment
investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Sustainable Equities

Sustainability watch: electric vehicles, hydrogen power, and natural capital

A selection of stories from January which reflect the fast-moving pace of the sustainability transition and related investment implications.

New food systems: precision fermentation and cultivated meat
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investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers New Food Systems Sustainable Equities

New food systems: precision fermentation and cultivated meat

Alternative proteins can help enable land restoration and reduce emissions. Our latest case study examines two of the newer business models in this field.

Convertible bonds: the weather forecast for 2023
investment viewpoints Asset Managment
investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Convertibles TargetNetZero Global Convertible Bond Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Convertible bonds: the weather forecast for 2023

We believe convertible bonds offer an effective way to navigate an uncertain macro environment. At LOIM, we see a number of investment themes and opportunities in 2023.  

2023 has begun with an inflation-relief rally
investment viewpoints Asset Managment
investment viewpoints Asset Managment Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Multi-asset All roads

2023 has begun with an inflation-relief rally

A defensive approach is no longer seen as a necessity, but the situation calls for caution at this stage of the cycle.

Fixed income: attractive entry points as markets carry on
investment viewpoints Asset Managment
investment viewpoints Asset Managment Fixed Income FFI Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments

Fixed income: attractive entry points as markets carry on

In the Q1 issue of Alphorum, we focus on how attractive carry and risk-return dynamics in credit underpin our constructive outlook for fixed income, offering entry points for active investors. 

Asian credit outlook: a bright spot in 2023
investment viewpoints Asset Managment
investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Fixed Income Asia value bonds Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Asian credit outlook: a bright spot in 2023

Our outlook for Asian fixed-income markets in 2023 considers: What's next for China? How will USD bond supply play out? Where are the top picks for investors?

FinTech trends to watch in 2023
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investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions FinTech Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

FinTech equities: trends to watch in 2023

Excessive valuations in our FinTech universe are now largely gone, contributing to a positive 2023 outlook, in our view.