insights.

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. 

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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. 

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.

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.

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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?

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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. 

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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?

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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.

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.

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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?