insights.

Long-term rates should continue to rise as real rates reflect the current benign economic conditions. What does this mean for cost of capital and markets ahead?

As COP26 gets ready for takeoff, investor expectations from the landmark summit are rising too. What's on top of their wishlist?

Trillions in private financing is needed to transition to net zero. COP26 presents an opportunity to offer investors policy certainty and to mobilise capital.

Our 10 investment takeaways from the TCFD and the Portfolio Alignment Team's latest reports on regulators' adoption of climate disclosures and analytical best practices.

How does LOIM aim to empower investors to rethink net zero and decarbonise, maintain diversification, deliver performance and help drive the transition forward?

Unlike energy, food and goods, the rising cost of shelter could stubbornly underpin inflation. We believe investors must watch this closely.

How should we as investors and consumers adapt and adjust to the effects of climate change at present? We consider the options.

Analysing the performance of fallen angels, we find they can generate high-yield convexity – an attractive characteristic for credit portfolios.

Decelerating growth, increasing volatility and rising rates – what diversification and hedging approaches should benefit multi-asset investors?

How are the macro themes of growth, inflation and China affecting sovereign-bond markets in emerging economies?

'Low-carbon' strategies are pitched by asset managers to investors daily. But what hidden risks lurk behind these buzzwords? We took a peek to find out. 

Credit markets are becoming more discerning, pricing-in imperfections within the recovery from the pandemic and the likelihood of US tapering starting before year-end. 

In this Q&A, Thomas Höhne-Sparborth, Head of Sustainability Research, discusses the potential for industries to harness technology and adjust business models to meaningfully decarbonise. 

In this Q&A, Thomas Höhne-Sparborth, Head of Sustainability Research, discusses the need for solutions and technologies to restore ecosystems and reduce food waste.

Market volatility is echoing macro uncertainty. Until investors reach consensus on the outlook for growth, this turbulence is likely to persist.

In sustainable fixed income markets, targeted efforts to build knowledge should outlast accusations of greenwashing amid bond record issuance. 

Growth and inflationary pressures are compelling central banks from the US, Europe and Asia to raise benchmark interest rates.

To launch the Q4 issue of Alphorum, we focus on diverse risks and opportunities in fixed income – from inflation to Chinese growth and the race to net zero.

The world's biggest biodiversity conference in a decade has put the spotlight on the urgent need to protect nature. What does that mean for natural capital investors?

COP26 maybe hogging headlines but investors also need to pay attention to key biodiversity conference COP15 kicking off today. Tune in to get up to speed. 

Two of China's largest recent policy frameworks, their 2021-2025 "Five Year Plan" and "Vision 2035" offer an abundance of potenital investment opportunities.

Decarbonisation throughout the global economy will generate significant risks and opportunities. Here are 3 reasons why investors must rethink net zero.

Lombard Odier Investment Managers is pleased to announce the appointment of Dr. Lorenzo Bernasconi as Head of Climate and Environmental Solutions. The newly-created role is part of the firm’s continued effort to add sustainability expertise to support its holistic approach to climate transition objectives across its investment offering, including private markets. 

How does our global climate bond strategy assess the carbon yield (or avoided emissions) of its investments?

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In the final episode of our series on the climate transition, we discuss the need to prepare for and adjust to the effects of climate change. 

AIM's proprietary SPECTRUM Bond analysis framework independently verifies impact bonds that mobilise mainstream capital to address major global challenges. 

Following significant policy changes in China, how are Asian assets being impacted and where do our CIOs see risks and opportunities?

Co-Senior Managing Partner Hubert Keller outlined the scale of the challenges involved with the transition to net zero in a live panel discussion.

The diagnosis for technological intervention in the delivery of healthcare services has been made, but the prescription hasn’t yet been written.

Investment in climate change mitigation and adaptation needs to be scaled up drastically. But how do investors access these opportunities? Enter climate bonds.

Lombard Odier Asset Management is part of the first cohort to be approved by the FRC as signatories to the new, stricter, and outcomes-based UK Stewardship Code.

Our multi-asset team considers what drives real rates and where they are headed in the medium term.

China's young, affluent and rising middle class could prop up luxury demand and boost consumption despite potential wealth taxes.

A demographic deficit will have far-reaching consequences that also present a number of potential growth opportunities.

The depletion of the workforce in the largest economies will have economic consequences, affecting inflation, healthcare and pensions reforms, and societies.

Plastic pollution represents a major sustainability challenge that requires stringent and coordinated action.

Watch the replay of our Webinar

The United Nations General Assembly declared 2021-2030 to be the Decade of Healthy Ageing. This major theme brings together governments, private sector, civil society, academics. 

For the last 60 years, the demographic dividend has presented an unprecedented economic tailwind. What happens when this is replaced with a demographic deficit?

Audiocast

In the fifth episode of our six-part series on the climate transition, we ask what needs to change with regards to how we approach food and land use.

Get to know Iain Lindsay, who recently joined Affirmative Investment Management (AIM), our partner in managing the Global Climate Bond fund. 

A commentary on the work of the TCFD on forward-looking metrics, and on responses by the Transition Pathway Initiative (TPI) and the 2° Investing Initiative.

The impact of the sell-off has been eased by our diversification and exposure to resilient companies, and we believe the regulator's moves should support a stronger internet sector in the long term. 

We consider recent regulations and priorities in China, and explore how these could impact fixed income investments in education, property and technology. 

China's scrutiny of internet companies can be seen as an effort to improve its regulatory oversight of a sector critical to its future growth.

As the economic outlook becomes more uncertain, our CIOs consider how to gain more differentiated exposure.

Our multi-asset portfolios are guided by strategic principles while also recognising the need to remain nimble and adapt to changing conditions.

Implied temperature rise (ITR) metrics provide an effective means of quantifying the risks and opportunities associated with climate change.  

Implied temperature rise (ITR) metrics provide an effective means of quantifying the risks and opportunities associated with climate change.  

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An unavoidable challenge, an unmistakable opportunity: to best manage risk and capture growth opportunities in the net-zero transition, new expertise is required.

Trends in DNA healthcare diagnostics and renewable energy offer convertible bond investors the potential to capture long-term growth opportunities.