insights.

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?                                

Brunel Pension Partnership has selected LOIM’s All Roads multi-asset strategy as part of their Diversifying Returns Fund.

The current effects of climate change are drawing attention to the urgency of understanding physical risks and assessing the impacts for the finance sector.                                 
                                

Equity markets love treasure hunts. Will there be a clear winner when it comes to a COVID vaccine?  

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Increasing physical manifestations of an already damaged climate draw stark attention to the scale, scope and urgency of a climate transition.

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Our world brands strategy aims to identify those high quality companies, which display sustainable attractive growth potential, and a best in class brand.

In this white paper, we outline why convertible bonds are once again proving to be very valuable to investors during times of uncertainty.

Supply chain resilience has clearly emerged as a key focus area for many companies and we believe this is good news for investors.

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Europe is placing vital importance on being a climate neutral economy by 2050. This ambitious climate stance presents a number of investment opportunities.

The experience of 2020 within DGFs has also been an eye-opener for many investors.

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The European Green Deal and the EU Sustainable Investment Taxonomy are game changers that will redefine the notion of sustainable investing, in our view.

Beating COVID-19 is all about taking shortcuts in getting a vaccine approved as fast and safely as possible.

We see Central Bank Digital Currencies (CBDCs) as the logical next step in the digitisation of money and China is currently leading the way.

GDP growth is not necessarily correlated with global equity market performance, but crises tend to leave a visible print for investors. So far, this is not proving to be the case in 2020.

The outlook for China's consumer sector over the next six months and beyond is looking positive.

Strategy targets opportunities arising from the continuing shift towards high quality, domestically driven growth in China.

Tokenisation represents a revolutionary method of bringing real assets to market in a tradeable and accessible form. 

The European Green Deal and the EU Sustainable Investment Taxonomy are, in our view, game changers that will redefine the notion of sustainable investing.

There are four core features inherent to family businesses and entrepreneurs which we associate with continued alpha.

China is the engine of the global economy and has promising capacity for further growth, creating potential opportunities for discerning investors.

China’s current COVID-19 stimulus plan appears to have been designed to address long-term structural improvements in a calibrated way. 

The Circular, Lean, Inclusive and Clean (CLIC) transport transition is expected to drive a USD2 trillion annual investment opportunity. 

Our investment teams look ahead, discussing what might happen next, and how investors can navigate the inevitable uncertainty and volatility to come.

The pandemic presents an opportunity to accelerate the transition to a CLIC (Circular, Lean, Inclusive and Clean) economy through a green recovery. 

The latest LO Funds Global Climate Bond Impact Report details how investors have supported efforts to mitigate climate change and promote resilience to its effects.

We believe the conditions are now right to reconsider European equities, a traditional consensual underweight in global investors’ portfolios.

We expect that nascent trends aiming to improve the overall health of society at potentially lower cost will enjoy strong tailwinds in the coming decade.

We believe a transport revolution is underway to untangle the complex web of emissions from economic development.

The pandemic spurred a selloff of corporate bond markets that brought higher yields back into the fray as it raised concern about default risks from the economic shutdown.

Asian economies have delivered innovative, thoughtful policy response to the pandemic. We believe this will further support Asian credit markets. 

Our CIOs explore the theme of change as expressed through long-term trends, considering how LOIM strategies stand to benefit.

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A number of long-term trends are reshaping the global landscape. These structural trends can provide rich and varied sources of potential outperformance.

At Lombard Odier, we believe that investors can capture the opportunities presented by mega-trends and mega-challenges through a trends-based approach to investment.