insights.

Lombard Odier Investment Managers (“LOIM”) today announces the appointment of Raj Davé to launch a strategy that targets opportunities across the special situations and event-driven universe.

Our global fixed income strategy gets its edge from a distinctive multi-PM approach. From CLIC™ to LOPTA, we also thoroughly integrate sustainability.

Innovative companies are leveraging the regenerative power of nature to source sustainable textiles from forests.

The pandemic has had an undeniable impact on consumer behaviour. Will these changes in the way consumers behave prove permanent?

Sustainable investors must have the Paris Agreement in mind. We measure how closely the temperatures of our portfolios are aligned with the landmark commitment to reduce global warming.

With climate change an investment imperative and an imminent reporting requirement, UK pension schemes should look beyond today's standard metrics.

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Data could play a big role in providing transparent and objective answers to investors’ questions concerning the outcome of the pandemic.

A ‘Decade of Healthy Ageing’ is required to tackle the challenges presented by an ageing population. This presents a variety of investment opportunities.

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Convertible bonds look set to experience another strong year of issuance and performance in 2021.

Investors have previously relied on historical data, but we believe that incorporating implied volatility can provide a more informative perspective.

Convertible bonds could offer an additional engine of performance in 2021 and stand to benefit from volatility valuations.

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The case for an active and sustainable fixed income approach has been strengthened by the COVID crisis, given the uncertainties that remain in the world. 

We are optimistic about the potential for a powerful recovery across Asia in 2021 and have identified six key investment themes.

Lombard Odier IM announces the appointment of Chris Vogtherr and Claudia Ziebart to its UK and Ireland institutional sales team. 

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Various countries’ paths to recovery and the allocation preferences across Asia and Emerging Markets from a fixed income perspective.

Audiocast

Welcome to the CLIC™, the audiocast that breaks down the key developments set to accelerate sustainable investment.

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Anticipating an economic recovery in 2021, which emerging markets will be in or out of favour?

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The importance of natural capital and why it presents a significant investment opportunity. 

The pandemic has accelerated many of the secular growth trends within FinTech and has helped to increase the digitalisation of the broader economy.

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Existing digital trends will be joined by the digitisation of healthcare in 2021.

The record setting year of 2020 is now in the history books and we look ahead to a year of new challenges and opportunities to navigate within Fixed Income.

The transition to a more bio-friendly CLIC™ economy is driven by value creation and superior economics. Natural capital will be its most vital foundation.

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2021 will present opportunities to add value for diversified multi-asset portfolios.

HSBC Pollination Climate Asset Management, Lombard Odier and Mirova announced as Founding Partners of the Sustainable Markets Initiative’s Natural Capital Investment Alliance.

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COP26 and the UN Climate Change Conference are just two of many important sustainability-themed events on the agenda in 2021.

Harnessing the power of nature via the circular bio-economy and preserving nature through a leaner form of industry can generate high returns and strong growth.

We perceive opportunities in numerous fields which come under two common themes: domestic, consumer-driven demand; and continued digital innovation. 

Virus fears, digitisation, and an ageing society are all steadily impacting the appeal of city living. We believe 2020 will mark the peak in urbanisation.

In our view, sustainability will remain high on the agenda in 2021 and is likely even to accelerate beyond the levels seen in 2020.

The expectations of a less volatile international political landscape, with a new president elect and progress on the vaccine front, bode well for 2021.

We believe convertible bonds currently appear attractively valued, particularly from the point of view of the embedded option

Sustainability and growth are now intertwined. This a structural paradigm shift that is pervasive across all sectors and needs to be a key priority for equity investors.

A coherent policy calendar (as opposed to an abundance of tweets) should provide a more supportive environment for alternative investments.

Change is part and parcel of managing multi-asset strategies. In order to manage uncertainty,  diversification is the bedrock of portfolio construction.

We favour large domestic markets in Asia, corporates with recovering cash flows and a strong set of assets to fall back on, and higher-grade credit in general.

The pandemic exposed how key structural flaws in fixed income ETFs severely hamper their functionality in periods of high market volatility.

Modern financial services require a strong digital strategy. Digitalisation has transformed from something which is nice to have, into a must-have.

The importance of Natural Capital within the circular economy creates a ‘powerful force’. Our expert explains why it is a long-term investment opportunity.

We believe a global active strategy focusing on sustainability should have two complementary strands, one that considers Climate Transition and the other focusing on Natural Capital.

LOIM’s Natural Capital investment strategy seeks to support the transition to a more sustainable economy.

LOIM’s Natural Capital investment strategy seeks to support the transition to a more sustainable economy.

Lombard Odier today announces the launch of a Natural Capital strategy. For the first time, there is the opportunity to invest in public companies that leverage the regenerative power of nature; Natural Capital. We believe these companies will deliver strong growth and become the winners of the future.

We believe that by analysing the challenge of resource efficiency, we can identify investable opportunities across multiple industries.

We should expect to see an increase in investment towards green technologies and infrastructure from the US.

We expect the COVID-virus will mark the end of urbanisation and, for now, will stop mankind’s march into cities.

Yields are now at unprecedented low levels raising the question of whether government bonds can continue to provide portfolio ballast going forward.

We must invest in a leaner form of industry to do more with less and also recognise the untapped potential of the circular bio-economy. 

Harnessing and preserving natural capital is vital to the health of our economy and presents a rich source of innovative investment opportunities.

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Trends investing enables investors to capture the opportunities presented by these forces, in the form of sustainable long-term returns.

All Roads - is your multi-asset or diversified growth fund behaving as expected?