insights.

An inverted yield curve is considered to be a good indicator of recession, but history suggests this may not be as clear cut when inflation is persistently high.

As the world moves to reduce reliance on fossil fuels, we see an overlooked opportunity for climate-focused investors in commodities vital to clean technology.

What news led the sustainability agenda in July? We cover the macroeconomic, corporate and financial stories that sustainable investors need to know.

Paul Udall, Portfolio Manager for our Climate Transition strategy participated in ESG Clarity’s ESG Out Loud podcast discussing the growing momentum around net zero. 

Quantified-self devices have achieved mainstream acceptance. What happens to the enormous amount of data that gets collected and how safe is it?

While sentiment continues to drive markets, the risks around a period of declining growth are being added to existing central bank risk.

Our Global HealthTech strategy harnesses the quantified-self trend through its focus on companies digitalising the healthcare sector.

The lead commentary of Alphorum investigates the drivers of the new fixed-income environment for emerging sources of return.

One silver lining in this year’s turbulent fixed-income markets is the likely boost in supply of fallen angels, which presents an opportunity for savvy high-yield investors.

The first conventional quantified self device was launched in 2009. Since then, a number of world-leading brands have entered this rapidly-growing market.

Divergent macro signals are creating confusion across markets, should assets be pricing in a soft economic landing or an imminent recession?

How well is the emerging-market fixed-income universe weathering accelerating US interest-rate hikes? Alphorum identifies strengths and weaknesses across the market.

Hawkish policies are accelerating monetary-policy normalisation. In the corporate-credit section of Alphorum, we explore key features of this new investment environment.

In this research paper, we examine the rise of new food systems in the Agriculture, Forestry and Other Land Use sector. 

Better and earlier diagnostics are key to preventing sickness entirely. Smart devices and fitness trackers stand to play a significant role. 

With Europe’s central bank soon to favour to corporate-bond issuers aligning to the Paris Agreement, the repricing action is likely to benefit ‘ice cube’ companies.

We are witnessing a shift in attitude toward sustainable investment this year as ESG-labelled funds fall short. In this report, we outline our view on the best way to analyse their performance.

In the developed-markets section of Alphorum, our fixed-income quarterly, we assess investor scrutiny of central banks’ inflation-fighting policies.

As the world continues to transform digitally, cybersecurity threats are following right behind. How can investment portfolios be positioned to reflect these risks? We have a multilayered approach.

Another LOIM strategy – NextGen BioTech – has achieved the esteemed Towards Sustainability label¹. This brings our total of labelled strategies to 10.

Watch now the replay of our “Climate Transition: the greatest challenge and opportunity of our times” webinar with our lead Portfolio Manager Paul Udall and Peter Burke-Smith.

LOIM today announces the launch of its New Food Systems strategy. The high conviction equity strategy is designed to capture opportunities associated with the transition to more sustainable food systems, as they move to a model that can nourish the planet, whilst operating within or helping to restore planetary boundaries.

Launching our New Food Systems strategy, Lead Portfolio Manager Conor Walsh explains what investment opportunities are being created by this paradigm shift.

In the Q3 edition of Simply put we analyse how a risk-based investment approach has added value to our All Roads strategy by dynamically managing downside risk.

Markets may be pessimistic at present but fundamental, sentiment and valuation signals may provide a glimpse of positivity.

What major sustainability news from the policy, corporate and financial worlds in recent weeks mattered to investors? Here, we review the top headlines from the past month.

Intra-day data shows equity-bond correlation has surged this year on monetary policy tightening. But what will it take for this correlation to normalise? 

The unique nature of the Swiss bond market increases opportunities for active investment strategies.

Starting its fight against inflation with a 50bp rate hike, what could the Swiss central bank’s road to policy normalisation look like?

With recent events reinforcing the case for the energy transition and climate change adaptation, how can investors future-proof their portfolios? 

As bearish sentiment grips, our CIOs consider areas of value arising from overly pessimistic market dislocations.

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The final episode of our new podcast series on ice cubes, burning logs and the road to net zero, focuses on the future of the climate transition.

Many convertible bonds are acting like traditional debt instruments but retain equity upside potential, opening a rare opportunity for fixed-income investors.  

This year markets have experienced a correction of abnormal valuations – a risk that is now partly resolved.

A youthful, growing society provided a demographic dividend that fueled global GDP for decades. What happens as grandparents start outnumbering grandchildren? 

The impacts of climate change are evident and are affecting financial markets. Physical risks stemming from climate change are potentially under-estimated.

The ECB is tackling inflation and clearing up some of the economic uncertainty in the Eurozone – this should be good news for markets.

Expectations are building for the Swiss National Bank to begin tightening monetary policy. This preview considers 5 issues investors should be aware of. 

In a period of tightening monetary policy, good economic news may not always have a positive impact on the market. Are we approaching this point in the current cycle?

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The third episode of our new podcast series on ice cubes, burning logs and the road to net zero, focuses on German logistics group Deutsche Post DHL. 

What major sustainability news from the policy, corporate and financial worlds in recent weeks mattered to investors? Here, we review the top headlines from the past month.

We see Asian credit continuing to expand as an asset class and outline the key indices and benchmarks in this growing opportunity set.

Economic growth is slowing down; but timing the point when this decline falls into a recession is challenging given the ongoing positive macro indicators.

The transition to net zero is one of the greatest challenges of our time. How do we distinguish climate leaders from climate laggards?

Why should investors become more selective within emerging market debt and position Asia-Pacific at the core of allocations?

How could Asian investment grade credit denominated in dollars be used to make a core credit allocation more efficient?

What 3 key diversification benefits does Asian investment-grade credit offer compared to the traditional global aggregate universe?

Why are long equity volatility strategies failing to provide effective hedges right now? We assess the reasons and suggest how investors should respond.  

Asian credit denominated in US dollars offers a series of advantages for global investors in investment-grade fixed income.

Lombard Odier Investment Managers today announces the first closing of its Sustainable Private Credit strategy with a commitment from the Environment Agency Pension Fund.