insights.

The consensus view is that inflation is declining – yet our nowcasting indicators point to building inflationary pressures. In this context, key hedges like inflation-linked bonds and commodities seem undervalued, in our view.

Lombard Odier Investment Managers today announces the appointment of Christèle Clémence as Senior Sales Strategic Account.

Watch our webinar, ‘Rethink net zero’, which explores investment approaches to the climate transition and the outcomes on multi-asset portfolios.

The rate-cutting cycle has begun. Our Multi Asset team offers key takeaways in the three-year anniversary edition of quarterly Simply put.

Markets have been buoyed by the Fed and China’s stimulus. Are they pricing in too much good news? Simply put offers compelling insights.  

An eventful Swiss National Bank meeting marked the end of Thomas Jordan’s reign and delivered a rate cut. Is further policy easing in store?

As generative artificial intelligence triggers a global technology-upgrade supercycle, how is the US-China semiconductor rivalry influencing the opportunity set?

Low costs, high modularity and abundant inputs are among the factors driving solar power’s unstoppable growth. What long-term investment opportunities does this provide?