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Bonds, ETFs or CDS – in high yield, which is more resilient to liquidity shocks?
fixed income

Bonds, ETFs or CDS – in high yield, which is more resilient to liquidity shocks?

As the trade war instigates tail risk, how can a high-yield strategy better withstand market shocks without the taxing liquidity costs of exchange-traded funds?
Addressing uncertainty through risk-based portfolio management
multi-assetAll Roads
multi-assetAll Roads

Addressing uncertainty through risk-based portfolio management

The investment techniques to handle uncertainty differ from those required by rising risk: what are the implications for multi-asset investors?
Philippe Descheemaeker joins LOIM to spearhead private-markets sales
media releasesCorporate
media releasesCorporate

Philippe Descheemaeker joins LOIM to spearhead private-markets sales

Lombard Odier Investment Managers strengthens its alternatives business with the appointment of Philippe Descheemaeker as Head of Private Assets Distribution. 
Asian credit to weather US tariffs as trade war strengthens long-term growth drivers
fixed incomeAsia value bonds
fixed incomeAsia value bonds

Asian credit to weather US tariffs as trade war strengthens long-term growth drivers

Asian economies and credit markets are set to stay resilient despite US tariffs and we see the trade war accelerating positive trends in the region.
Trump vs Reagan: who is right about tariffs?
multi-assetAll Roads
multi-assetAll Roads

Trump vs Reagan: who is right about tariffs?

President Trump sees tariffs boosting US manufacturing jobs whereas Ronald Reagan espoused free trade. What does the historical data say?  
What Liberation Day's reciprocal tariffs mean for investors
cross asset

What Liberation Day's reciprocal tariffs mean for investors

Across asset classes, LOIM CIOs respond to developments in the global trade war and consider what investors need to know.
Investment and risk implications of Trump’s Liberation Day
cross asset

Investment and risk implications of Trump’s Liberation Day

The tariff decisions on Liberation Day portend a range of investment risks and opportunities that require nimble portfolio management.
Multi asset: investing in a period of tariff-induced uncertainty
multi-assetAll Roads
multi-assetAll Roads

Multi asset: investing in a period of tariff-induced uncertainty

The Q2 issue of Simply put addresses rising uncertainty that we believe merits caution rather than defensiveness in multi-asset investing. 
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