insights.

all
clear all
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.
Rethink Investments 2026: how negotiation skills can improve investment decisions in uncertain markets
cross assetCorporate
cross assetCorporate

Rethink Investments 2026: how negotiation skills can improve investment decisions in uncertain markets

Our inaugural Rethink Investments event focused on how the skills of expert negotiators can assist investors making decisions in high-pressure, uncertain situations.
Why the sustainable economy keeps advancing: our 2026 outlook
sustainable investment

Why the sustainable economy keeps advancing: our 2026 outlook

AI, clean energy and digitalisation are reshaping the global economy, pushing the sustainability transition beyond politics and into scale.
Net-zero investing shows resilience in a year of shocks and shifts
equitiesTNZ equities
equitiesTNZ equities

Net-zero investing shows resilience in a year of shocks and shifts

Our annual review explores how net-zero investing helped performance in 2025 and the importance of smart portfolio positioning.
Fixed income in 2026: expect a soft landing, but be ready for alternative scenarios
fixed income

Fixed income in 2026: expect a soft landing, but be ready for alternative scenarios

What are the risks to a soft landing, and what tactical opportunities can investors exploit in the ongoing carry environment? 
...