insights.

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

Audiocast

In the fourth episode of our six-part series on the climate transition, we focus on industry and industrial production. 

Growth, inflation and tapering expectations. Sharp yield moves and tight spreads. In this constructive yet anxious fixed-income environment, we see value in realism. 

We consider two issues facing investors in Swiss corporate bonds: inflation concerns and incomplete ESG coverage.  

Digital payments are continuously evolving and, depending on where you are in the world, show very distinct adoption patterns.

Time is up for those arguing that companies' indirect carbon emissions – linked to supply chains or product lifecycles – are too difficult to analyse. 

Markets have moved from the ‘hope’ phase of the cycle to a period of secular growth that favours stock selection.

Are bonds still useful in portfolios to provide protective buffer? How do shifting bond market dynamics affect other asset classes such as equities?

Video

We believe current decarbonisation solutions do not align investors with the growth opportunities generated by the net-zero transition or accelerate its progress. 

The topic of inflation has ignited discussions across markets. Our CIOs present their views on how best to navigate a tricky landscape.

Our CIO for Asia fixed income considers eight medium-term pressures that could cause inflation to persist.

Lombard Odier Investment Managers today announces the appointment of Erika Wranegard as Portfolio Manager within the Fixed Income team, as the firm expands its sustainability expertise across global fixed income markets.

The recent G7 summit saw the world's top leaders discuss the crucial need for biodiversity conservation, a historic moment that could enhance sustainable investment.

The increased popularity of China investment, foreign investments, portfolio flows and its trade surplus call for a potential material appreciation of the renminbi.

The first ever ‘net-zero G7’ saw world leaders commit to achieving carbon neutrality by 2050, while underscoring the level of investment required.   

Is a new bronze age on the horizon? Our infographics breaks down the  attractive opportunities copper can provide for sustainable investors. 

Losses due to food waste amount to over $1 trillion a year, representing one of the largest investment opportunities that makes up the Natural Capital theme.

Lombard Odier Investment Managers today announces the appointment of Selina Tyler as Head of UK Wholesale, as part of the firm’s strategic growth plan to bolster its presence and product offering in the UK market.

Audiocast

In the third episode of our series on the climate transition, we focus on transportation - a  sector that accounts for around 17% of global GHG emissions. 

On demand Webinar

Climate change policies and efforts to limit global warming and reach net zero by 2050 are critically dependent on the decarbonisation across all sectors. The challenge – as well as the investment required – is vast.

The recent G7 summit showed that net zero is a deepening investment theme. LOIM's Christopher Kaminker gives his thoughts on what's to come.

The UK is joining a growing number of European Union nations and US states with a ‘right to repair’ law. What opportunities does this present for investors?  

Lombard Odier Investment Managers today announces the appointments of two senior Portfolio Managers to its Global Equities franchise. 

Lombard Odier Investment Managers today announces the appointments of five strategic hires in Zurich and Geneva to expand and further strengthen the firm’s distribution platform in Switzerland.

From telehealth to e-learning, convertible bonds enable investors to tap into trends that have accelerated as a result of the pandemic.

We are rethinking net zero because only economy-wide decarbonisation can achieve an emissions-free future. 

Our target net zero strategy looks for companies with a credible plan to decarbonise. What's the case for Enel¹, a multinational utility? 

For the TerreNeuve strategy, 2020 was a pivotal year because of the regulatory forces that came into play in major investment markets. 

Which companies are best mitigating the effects of rising supply-chain and freight costs while aligning to themes including sustainability, digitalisation and the rise of North Asia?

Video

How can adopting a net-zero mindset enable investors to identify which companies are positioned to succeed or fail in this profound economic transition?

Investing with a net-zero focus, we look forward and across the entire economy – aiming to decarbonise, diversify and drive the transition.

How have unsophisticated allocations to sustainability led to valuation distortions, while over-looking strategies that are pivotal for a CLIC™ economy?

Blue and green hydrogen both have the potential to play an important role in the transition to net zero. 

Audiocast

In the second episode of our six-part series on the climate transition, we examine the energy sector and the extent of change required on the path to net zero.

Lombard Odier Investment Managers launches four Target Net Zero strategies; outlines flaws in current decarbonisation approaches.

The development and implementation of smart farming techniques is integral to the advancement of the CLIC™ economy.

How should fixed-income investors respond to higher US growth and inflation expectations while starting strongly in the race to net zero?

Watch our webinar replay: Rethink net zero: seize credit opportunities and manage risks

In this question and answer, Natalia Bucci discusses our high conviction strategy focusing on growth for today’s risk-on environment.

To preserve economic growth, we must put nature at the heart of our economy.

Webcast

What lessons can multi-asset investors learn from 2020, and how can they prepare for future shocks? Join us to discover the insights our experts have gained while guiding LO Fund – All Roads, LOIM’s flagship multi-asset strategy, through volatile terrain. 

How equity investors can identify opportunities in the transition to a net-zero economy while maintaining diversification and reducing risk. 

The pandemic has spurred demand for semiconductors but structural and cyclical forces are set to take it higher.

Convertible bonds offer substantial exposure to companies that we believe will gain from a return to normality. We have dubbed these the recovery candidates.

A promising start in achieving a lower long-term portfolio temperature than the benchmark, while also outperforming on current carbon-intensity metrics.

With economic recovery on the horizon, what combination of growth exposure and downside protection do convertible bonds offer? How the LOIM team is accessing thematic opportunities?

We believe that market pricing of central bank hikes is premature, and note that credit spreads could act as a good diversifier for interest rate risk.

As green shoots of recovery surface, our CIOs consider the prospects offered by the expected bounce back in the global economy. 

In equity markets, reflation opportunities and inflation fears bring two historical scenarios to mind: the surging growth of 1950-65 and stagflation of 1966-81.

Audiocast

In the first episode of our six-part series on the climate transition, we take a look at the forces driving decarbonisation across all sectors.