insights.

We welcome the final recommendations of the Financial Stability Board (FSB) and the Task Force on Climate-related Financial Disclosures (TCFD).

We have arrived in an era of socio-environmental ‘crisis’ in which our social and economic structures are no longer fit for purpose. These issues are feeding into slower global growth and financial market volatility. Sustainability is now a central issue for investors that will increasingly determine which companies will win or lose over the long-term, and will drive future returns for investors.

In a world where sustainability increasingly determines corporate outcomes, we believe there are two main types of companies: Eagles and Ostriches.

Mario Draghi may soon bid farewell to the ECB, but QE appears here to stay. The bank unveiled a broad package of policy measures aimed at re-anchoring inflation expectations.

As Asian borrowers increasingly tap into the hard currency debt markets, opportunities are multiplying in corporate bonds. We believe global credit investors should build a dedicated allocation to Asian credit.

The older generation are growing wealthier. This presents a number of compelling investment opportunities in the consumer discretionary space.

In this Q&A, client portfolio manager Alain Forclaz outlines the essentials of LOIM’s multi-asset strategy. This discussion covers how we optimise the allocation, why we prioritise liquid instruments, what our drawdown control entails and ways we cater to different risk/return appetites.

The Milky Way has been found to be warped. We believe financial markets and the economy are too, and outline the distortions.

The combination of better valuations, improving fundamentals, low risk and diversification makes crossover the sweet spot of the credit spectrum, in our view.

Athleisure has proven to be popular. Prestige brands that are capable of establishing and maintaining a competitive position offer investment opportunities.

Lombard Odier is pleased to announce the arrival of Dr. Christopher Kaminker and Ebba Lepage as it further strengthens its sustainability capabilities and offering.

The Federal Reserve cut interest rates for the first time since 2008 on Wednesday. Federal Reserve Chair Powell may have some lessons to learn from the ECB.

Climate change represents a challenge that demands a global response. Impact bonds can generate environmental and social externalities in a liquid portfolio.

How will the SNB navigate between Swiss bright spots and global geopolitical uncertainty? We discuss growth, inflation, interest rates and SARON.

The European Union needs an extra €180bn a year to meet its energy and climate goals by 2030. A common language is a crucial step towards making this a reality.

Climate change is a pressing sustainability challenges. Green bonds are an increasingly important instrument for investors to use to avoid carbon emissions.

Climate change represents a systemic risk that cannot be diversified away. Investment professionals have a fiduciary duty to take climate risks into account. 

We see global monetary policy stimulus due to a slowdown in growth.  Trade news flow seems out of synch with central banks.

We approach drawdown control with a view to minimising opportunity costs while delivering downside protection. 

The Swiss Equities team shows how structural megatrends will have a strong impact on the sustainable success of Swiss companies in the future. 

Convertible bonds can mitigate exposure to equity volatility, both in terms of higher Sharpe ratios and lower governance features compared to equity options.  

We integrate sustainability into the way we invest in corporate bonds, seeing it as a key factor to mitigating risk without compromising returns.

Don Gerritsen, Head of Benelux for the PRI, explains how asset owners are developing their approach to sustainable investing, and what challenges remain.

Maarten Vleeschhouwer on how the EU is working to incentivise and channel private sector investment into green and sustainable development.

The US Federal Reserve confirmed its dovish pivot on interest rates and cemented the tone for a widespread easing bias after the recent ECB meeting.

Head of Institutional Sales for Switzerland, Charles Morel, on how LOIM improves the sustainability of a passive portfolio through low tracking-error approach.

Prime Minister Modi won with a landslide victory for the second time and this warrants a deeper appreciation of the paradigm shift in the politics of India.

Newly-developed digital infrastructure has helped boost India's booming economy. Several trends continue to gather momentum, opening up a number of investment opportunities.

It appears the multitude of uncertainties are starting to catch-up with the European Central Bank (ECB).

Emerging Markets currency correlations have weakened over the past decade. What does this mean for investors?

A discussion of how populism is shaping key Eurozone institutions, and the potential impact on ECB succession and policy.

Rising inequality has been an important factor in the rise in populism. It's time to rethink central banks’ function to reflect Behavioral Macroeconomics.

Climate change has the potential to be highly value destructive, but also highly value generative as companies innovate and adapt to a low-carbon future.

Some of the key considerations investors face in assessing the most appropriate approach to improving the sustainability of a passive portfolio.

Changing bond supply trends in Asian credit, denominated in USD, could provide opportunities for investors, we believe

Due to the inverse Treasury yield curve, an ultra low duration strategy in USD could improve fixed income returns while reducing duration risk. 

Our way of investing in convertible bonds aims to optimise the asymmetry of the asset class by finding the most balanced issuer profiles.

Johan Utterman's team identifies companies that are successfully exploiting the opportunities arising from long-term transformative trends.

The growth of renewable and low carbon energy is an important means of mitigating climate change. However, massive flows of finance are needed to accelerate renewable energy investments.

Digitalisation has had a tremendous impact on our world and continues to reshape every conceivable aspect of our social and economic norms. This has important implications for the vast majority of companies across all sectors. In our view, the investment process needs to reflect this rapid evolution, which is still in its early days.

Governments worldwide have put in place substantial measures aimed at curbing toxic emissions. The ramifications of the matter are not necessarily well understood or properly priced-in, presenting a number of investment opportunities.

There are a number of tectonic shifts currently transforming our global economy. There will soon be 10 billion people on the planet wanting access to decent living standards, education, healthcare and social security, as well as to a certain standard of consumer goods and services.

Lombard Odier discusses how a cautious move lower in credit ratings could enhance fixed income returns for only a moderate increase in risk.

An aging population has the potential to drive a proliferation of sustainable investment opportunities in the financials sector.

We have a different perspective on corporate debt leverage and look at alternate ways to assess leverage besides the typical Debt-to-EBITDA measure.  

We do not believe that high leverage levels globally will cause the next crisis, but we caution that high leverage increases the global economy’s vulnerability to shocks.

As US-China trade tensions escalate, we expect elevated market volatility. We are actively monitoring our asset allocation matrix with yellow warnings firmly in place.

We spoke to Anne Gram about the importance of integrating sustainability into pension fund portfolios, and what role asset managers can play in the process.

LO Funds - All Roads: A new design for diversified growth funds to meet multi-asset needs of pension schemes.

Convertible bonds are a distinctive asset class with the potential to capture the best of both worlds in equity and fixed income.