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4 passive pitfalls: why fallen-angel bonds need active management
fixed incomeFallen Angels
fixed incomeFallen Angels

4 passive pitfalls: why fallen-angel bonds need active management

Passive strategies in fallen angels put investors at risk of further ratings deterioration and potential costs. What is LOIM’s active advantage?
Asia fixed income: a promising outlook for 2025
fixed income

Asia fixed income: a promising outlook for 2025

Strong macro drivers and relative insulation from tariff policy mean Asian and emerging-market bonds have good potential to outperform.
Fixed income in 2025: a balancing act featuring carry, credit and duration risk
fixed income

Fixed income in 2025: a balancing act featuring carry, credit and duration risk

This quarter, Alphorum explores how tariffs and fiscal policy are influencing fixed income alongside monetary policy, and approaches to capturing carry while balancing credit and duration risks. 
Webinar: Asia fixed income outlook 2025
fixed incomeAsia Investment grade
fixed incomeAsia Investment gradeAsia value bonds

Webinar: Asia fixed income outlook 2025

Watch our webinar, ‘Asia Fixed Income Outlook’, which explores allocation preferences across the region.
3 years of catching fallen angels
fixed incomeFallen Angels
fixed incomeFallen Angels

3 years of catching fallen angels

To mark 3-years of Fallen Angels Recovery, we explore why our active approach was critical and show an investment example in real estate.
What is the large Swiss rate cut signalling?
fixed incomeSwiss Franc bonds
fixed incomeSwiss Franc bonds

What is the large Swiss rate cut signalling?

Delivering a chunky rate cut at its latest meeting, the Swiss central bank acted decisively in the face of deflationary forces. What comes next?
Swiss bonds: the importance of managing risk premia
fixed incomeSwiss Franc bonds
fixed incomeSwiss Franc bonds

Swiss bonds: the importance of managing risk premia

Security selection is growing more vital in the current market environment, and active management of risk premia can help limit exposure to vulnerable issuers.  
Upbeat macro, moody market
cross assetconvertibles
cross assetconvertiblesequitiesfixed incomemulti-asset

Upbeat macro, moody market

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.
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