insights.

Which five themes guide our views of risk and opportunity across Asia high-yield and investment-grade credit markets in 2022? 

In this Simply put, we dive into current inflation rates and how they have affected the rotation so far. 

As central banks respond to rising inflation, why is adaptability important for fixed-income investors in navigating the turbulence expected in 2022?

What opportunities could FinTech present investors in 2022? We take a look in our latest white paper.

Here, we take a look at the significant opportunities available to advance the transition to net zero through private markets.

In the latest instalment of Simply Put, we consider which side of the supply / demand equation is behind higher inflation.

Do higher interest rates always spell underperformance for US Treasuries? In the Q1 2022 issue of Alphorum, we analyse strategies for capturing upside across the yield curve. 

Sustainability is becoming a key pillar of companies’ strategies. We see this trend blossoming in 2022 and highlight interesting corporate sustainability stories. 

Join us as we peer over the crystal ball to outline our top investment themes in emerging markets for 2022.

In the emerging market debt section of Alphorum, we consider inflation, growth, political risks and a supportive backdrop for new bond issuance in 2022.

Lombard Odier Investment Managers today announces the appointment of Aude Dhuivonroux as Director of Wholesale Distribution for France, Belgium, Luxembourg and Monaco, as the firm continues its strategic growth plan to further increase market share in these markets. Aude joined the firm in early January.

Are credit markets complacent in the face of rate hikes, China risk and geopoliticals? In the Q1 2022 issue of Alphorum, we assess the macro uncertainty surrounding strong fundamentals.

How should investors approach Asia investment-grade (IG) and high-yield (HY) markets in 2022?  Watch the Replay of our webinar.

In the Q1 2022 edition of Simply put, we approach inflation from four angles pertinent to multi-asset investment.

In the global government and inflation-linked bond report of Alphorum, we address US tightening, Treasury yield-curve flattening and the prospects for higher real yelds.

Investing in bonds issued by fallen angels could generate superior returns but also comes with hazards that necessitate an active approach to credit analysis.

Lombard Odier Investment Managers has expanded its fixed income franchise with the launch of Fallen Angels Recovery, a high conviction strategy that invests in companies that have fallen down the ratings spectrum, and yet display strong recovery prospects and an attractive valuation proposition.

We summarise the findings of our award winning paper on machine learning-based methodologies for volatility targeting portfolios. 

What will consumer brands bring to the metaverse in 2022, and how will digitalisation advance healthcare? We chart the near future of major megatrends.

Is the Fed driving equities, and does the dominance of a few darling stocks foreshadow a correction? With 2022 close on the horizon, Simply put tests current market myths.

US markets have shifted from an ‘inflation surprise’ to ‘monetary policy surprise’ regime. What form will the Fed's fight against inflation take, and what is the market response?

The Chinese regulatory clampdown on the property market has transitioned into a systemic risk, but action from the Chinese central bank is cushioning this risk and should lead to a period of stabilisation.

In these tumultous times for Chinese tech companies, how can investors stay focused on the long-term growth potential and seize opportunities?

Check out the launch issue of CLIC™ convictions: a quarterly exploring sustainability through the lens of Lombard Odier's proprietary framework: the transition to a Circular, Lean, Inclusive and Clean economy. 

Low levels of market volatility this year hide an unusually large dispersion across stocks and sectors and indicate a high level of market uncertainty.

The world is entering a phase of evolving comparative advantage. Who are the likely winners and losers from this transition?

Falling oil prices do not necessarily signal a recession. The current decline stems from increased supply rather than excess demand, and could help ease inflation.

Where could the Swiss economy head next and how are the key channels of foreign exchange and real estate important for policy?

In this outlook, our CIOs outline where investors could find compelling opportunities across asset classes in 2022. 

Will hawkish monetary policies trigger a recession? Long-term interest rates and historical recession patterns tell us this fear is unfounded.

The pandemic ushered in a stark new decade of investment trends. Two years in, what might come next?

Equity market are currently characterised by a focus on growth companies that echoes the dot.com bubble. Investors need to be wary of tightening conditions. 

Find out about our natural capital strategy and its investment focus on companies that preserve nature and harness its regenerative power.

Read about the performance highlights of our natural capital strategy and watch a video with Alina Donets, Portfolio Manager as she unpacks the growth potential in nature-related investment opportunities.

Which COP26 outcomes should investors focus on? We identify key aspects of the Glasgow Climate Pact and separate pledges on nature, coal and net-zero financing.

Declining long rates suggest markets expect the current growth cycle will end prematurely, but we believe it’s too early to fear a recession.

The pandemic has accelerated many digital trends, including the use of buy now, pay later (BNPL) at the checkout.

From a scandal to sustainable: we look at how a popular automobile company has reinvented itself to become more environmentally friendly.

Defaults are escalating among China’s high yield property developers. Our Asia fixed income specialists break down the key factors driving debt markets.

Before COP26, Boris Johnson promised action on these four aspects of the net-zero transition. What progress has been made at the climate summit?

As corporate earnings fulfil lofty equity valuations, we consider what normalising P/E ratios mean for investors in a time of rising inflation.

Lombard Odier convened a NCIA and Circular Bioeconomy Alliance event on the subject of “Investing in Nature at Scale”.

This Q&A discusses how the TargetNetZero global convertible strategy pairs economy-wide decarbonisation with growth potential. 

Lombard Odier convened a NCIA and Circular Bioeconomy Alliance event on the subject of “Investing in Nature at Scale”.

The transition to a green economy is shifting the global competitive landscape. Who will be the winners as humanity moves to net zero?

As the pandemic recovery matures, Simply put considers whether the disruptions of supply bottlenecks are giving way to a new force of economic unrest: rising wages.

What is the Forest Investor Club and how will it help plug the gap in biodiversity funding? We find out.

How can investors re-align their portfolios to the transition to net zero? How can they maintain good diversification and avoid compromising on return profiles? 

Fallen angels benefit from a variety of debt market dislocations and key performance drivers. What are the characteristics of this sweet spot in credit?

What are the emerging best practices in measuring real emissions reduction, and how should investors implement them?