insights.

TSMC’s competitive advantages, semiconductor capabilities and geopolitical importance offer Asia and EM equity investors growth and resilience. 

The long-term strength of our Asia and Swiss fixed income strategies are reflected in the performance-based awards.

Looking beyond oil and gas, blocked sulphur shipments are impacting copper, nickel and zinc production – likely driving prices structurally higher.

The growth and inflation impacts are seen by markets as risks to be hedged, while robust corporate earnings forecast support equities.

Many emerging market countries are well placed to transition rapidly to net zero, offering opportunities for equity investors to tap into decarbonisation. 

With rising energy prices alleviating deflation concerns, the Swiss central bank turned its focus to the appreciating franc.

Why are fallen angels the pick of high yield? We unpack the technical mispricings, return drivers and portfolio uses for this attractive credit segment.

How could the Iran oil shock impact industry and inflation? We assess potential outcomes for the US, Europe and Asia. 

The Iran war highlights global fossil fuel dependence, reinforcing the need for resilient net-zero strategies during geopolitical shocks. 

A growing, underpenetrated segment of the private credit market offers attractive returns through short duration, collateral secured loans.

Simply put analyses how oil price shocks from the Middle East conflict may affect the global economy and what investors should watch.

Strong growth and subdued inflation support equity and bond markets – even as AI redistributes opportunities – with carry a key driver of potential returns.

Could market doubts about the profitability of the AI project offset the significant US economic stimulus from massive AI spending? 

How can private assets investors harness the secondaries opportunity? We unpack the market’s distinct advantages and LP-led, GP-led and direct access routes.

Exploring the rise of agentic and sovereign AI, the Asia High Conviction team considers the investment opportunities in Asia equities. 

Our 2026 outlook for Asia and EM sees ample liquidity, strong growth and powerful secular drivers driving a multi year opportunity set.

Our inaugural Rethink Investments event focused on how the skills of expert negotiators can assist investors making decisions in high-pressure, uncertain situations.

AI, clean energy and digitalisation are reshaping the global economy, pushing the sustainability transition beyond politics and into scale.

Our annual review explores how net-zero investing helped performance in 2025 and the importance of smart portfolio positioning.

What are the risks to a soft landing, and what tactical opportunities can investors exploit in the ongoing carry environment? 

Will 2026 offer a Goldilocks scenario or are risks lurking? The Q1 edition of Simply put considers how to respond to extreme scenarios.

Our Core Business team shares its investment outlook for 2026 including why diversification and convexity are critical for investors.

Highly experienced sales professional to lead institutional and wholesale distribution from LOIM’s Geneva and Zurich operations.

The change to a clearly defined categorisation approach for SFDR 2.0 is a welcome shift, though we have some reservations regarding details.

LOIM is one of three asset managers chosen for EUR 1 billion global convertible bonds mandate.

Investors preparing for 2026 should keep an eye on real rates – their shift to a positive trajectory could significantly influence markets.

The Swiss central bank held rates at zero despite the emerging risk of deflation. What do fixed income investors need to know? 

LOIM reaffirms adherence to Japan’s Stewardship Code, in recognition of the principles’ vital role in protecting long-term asset value. 

How strongly have our Swiss small and mid cap and broad equity funds performed in the 10 years since the current team took over?  

How will 2026 contrast with this year’s macro volatility and market concentration? Across listed and private markets, we offer key investment convictions.

Our Plastic Circularity strategy aims to show how growth-focused private equity investment can deliver measurable sustainability outcomes. 

Fundamentals and technicals – like corporate earnings and investor positioning – reinforce our risk-on stance despite the risk of an AI bubble.  

Markets and economies are increasingly driven by a handful of winners while the rest stagnate. How should investors react? 

Our Swiss Franc Credit Bond strategy has been a model of consistency, underscoring the benefits of active management in this investment space.

We challenge myths about climate investing, including managing uncertainty in metrics and modelling potential US policy rollbacks.

As societies age, investor preferences will shift towards stable income over capital appreciation, reshaping portfolio construction.

How can bond investors access high-yield credit with greater liquidity and lower cost to tap into the full potential of the asset class?

LOIM appointed to manage new tail-risk hedging solution that Societe Generale will offer to institutional investors. 

Amid positive sentiment, choosing Asian convertible debt offers investors long-term growth, diversification and favourable valuations.

Despite 2025’s strong market performance, we see positive reasons to remain invested in global markets, although pockets of exuberance lurk.

In this time of peak uncertainty, strategies focussed on carry, convexity and system changes can help investors stabilise portfolios.

Heat is a physical barrier to increasing AI computing power. Enter water cooling: a critical part of the supply chain poised for strong growth.

How is rising geopolitical risk connected to investment opportunities in clean energy infrastructure, electrification and AI? 

China’s leadership in clean electrification secures key positions in global supply chains – and provides opportunities for green investing.

French political turmoil has sparked a reassessment of the nation’s sovereign risk. What is the market signalling about the credit outlook? 

At IPEM Paris, our investment teams showcased LOIM’s commitment to delivering performance and driving innovation in private-asset investing.

How strongly could Fed easing benefit fixed income, how long can tight credit spreads persist and should climate-focused investors go beyond green bonds?

For more than three years, bonds have offered poor diversification and limited income.  Yet, is the tide starting to turn for fixed income? 

At Building Bridges 2025, leading voices in the world of sustainable finance discussed the topic of ‘Private markets: decisive capital for a decisive decade’.