insights.

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.

Lombard Odier Investment Managers (“LOIM”) today announces the appointments of four strategic hires: three to the Asian / Emerging Markets (“Asian / EM”) Equities platform and a further hire to the Sustainability Equity franchise.

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.

Video

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.

Video

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.

Video

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. 

Webcast

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.

Video

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

Webcast

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.

Video

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.

Video

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.

Video

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.