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Equity markets in 2025: the great reversal
cross assetconvertibles
cross assetconvertiblesAsia high convictionSwiss equitiesGFIOAsia Diversified High YieldAsia Investment gradeAsia value bondsSwiss Franc bondsAll Roadsequitiesfixed incomemulti-asset

Equity markets in 2025: the great reversal

The market shift to Europe from the US and to value from growth, amid an uncertain economic backdrop, underlines the value of active investing. 
Will a US slowdown accelerate into a recession?
multi-assetAll Roads
multi-assetAll Roads

Will a US slowdown accelerate into a recession?

Recent data shows the US economy is ending its period of exceptional growth and starting to slow down. But is a recession on its way? 
Plastic wrap: multinationals zero-in on circularity
private assetsPlastic Circularity Strategy
private assetsPlastic Circularity Strategy

Plastic wrap: multinationals zero-in on circularity

As multinationals invest in bio-based and recycling solutions to the plastic-waste challenge, innovative start-ups are harnessing private capital to scale-up new technologies.
Fallen angels radar: busy across sectors
fixed incomeFallen Angels
fixed incomeFallen Angels

Fallen angels radar: busy across sectors

This issue of Fallen angels radar tracks an unusually busy winter period for the segment and considers what’s top of mind for investors.
What might 2025 have in store for Swiss bonds?
fixed incomeSwiss equities
fixed incomeSwiss equities

What might 2025 have in store for Swiss bonds?

How might Swiss bonds fare in 2025? We note their gains of recent years and break down the key factors influencing performance.
Lessons from 2018: will Trump’s tariffs spark inflation?
multi-assetAll Roads
multi-assetAll Roads

Lessons from 2018: will Trump’s tariffs spark inflation?

Will Trump’s trade war spark inflation? We consider 2018’s tariffs to ascertain whether the notion that tariffs equal inflation is correct. 
Lombard Odier Investment Managers appoints David Whitehair to UK Institutional Sales
media releasesCorporate
media releasesCorporate

Lombard Odier Investment Managers appoints David Whitehair to UK Institutional Sales

Senior hire to bolster coverage of the UK institutional market, with a focus on the defined contribution sector.
Cutting emissions: a tale of two targets from the steel and shipping industries
sustainable investmentTNZ equities
sustainable investmentTNZ equitiesTNZ Fixed Income

Cutting emissions: a tale of two targets from the steel and shipping industries

We profile two companies from emissions-intensive industries, drawing on analytical and engagement experience to discern which is more likely to fulfil its decarbonisation target. 
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