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How could US fiscal slippage impact markets?
multi-assetAll Roads
multi-assetAll Roads

How could US fiscal slippage impact markets?

Spending promises from US election candidates have spurred a repricing of bond risk. Simply put explores how budget deficits affect asset classes.
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.
Fallen angels radar: a dynamic quarter for opportunities
fixed incomeFallen Angels
fixed incomeFallen Angels

Fallen angels radar: a dynamic quarter for opportunities

This edition of Fallen angels radar tracks developments in the investable credit universe over the past quarter, including the downgrade of a UK utility.
As central banks ease, why are long-term rates rising?
multi-assetAll Roads
multi-assetAll Roads

As central banks ease, why are long-term rates rising?

With signs of cyclical improvement in economic data and rising US inflation pressures, Simply put assesses the long-term path of rates.
Fixed income: repositioning for rate cuts
fixed income

Fixed income: repositioning for rate cuts

The Q4 Alphorum explains our positioning across sovereign markets and credit sectors as the global interest-rate cutting cycle progresses.
Private equity: investing in a sustainable alternative to microplastics
private assetsPlastic Circularity Strategy
private assetsPlastic Circularity Strategy

Private equity: investing in a sustainable alternative to microplastics

Why has our Plastic Circularity strategy invested in Calyxia? We unpack the investment and impact cases for the producer of biodegradable alternatives to a type of microplastic used in everyday products. 
Inflation: to hedge or not to hedge?
multi-assetAll Roads
multi-assetAll Roads

Inflation: to hedge or not to hedge?

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.
LOIM appoints Christèle Clémence to bolster Wholesale Distribution in Switzerland
media releases

LOIM appoints Christèle Clémence to bolster Wholesale Distribution in Switzerland

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