insights.

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’.

Convertible bond advantages include a dynamic supply picture, convexity benefits and the outlook for renewed volatility.

As expected, the Swiss central bank held interest rates at zero as the nation grapples with the impact of President Trump’s tariffs. 

Trends in AI capital spending and the positive impact of Fed rate cuts bolster the case for staying invested in 2025 despite strong market gains.

The Fed rules the yield curve – overshadowing inflation and fiscal concerns – but low yields will require commitment to rate cuts.

How are we investing in emerging-market credit? We favour hard-currency corporate bonds – due to a positive blend of fundamental, technical and policy drivers.

By optimising dividend taxes, our systematic equities strategy can potentially enhance portfolio returns without increasing risk.

The strategy marks the milestone with positive results as macroeconomic and technical factors increasingly favour Asia hard-currency bonds.

Global trade remains on course for another year of expansion despite Trump’s tariffs, but are some economies faring better than others?

Featuring differentiated regional and sector exposure, convertible bonds can be a powerful tool for diversification.

Markets have been surprisingly complacent about the impacts of Donald Trump’s tariffs. Could this change in Q3, or will they look through short-term setbacks?

When markets sell off, how can high-yield investors access greater liquidity and performance potential?

LOIM strengthens its commitment to sustainable investing by expanding offering with a high-conviction equity strategy built upon active ownership. 

Measures of US unemployment are delivering mixed messages; could this divergence signal a potential economic slowdown?

Using case studies, we explain how real-time data on website traffic, retail footfall, credit-card transactions and app use can provide an information edge in equity investing.

Our Swiss Fixed Income team explores different types of tracking error, and how best to use the measure to manage risk and assess performance. 

Trump’s tariffs have not yet been inflationary due to pre-emptive inventory building, but could this situation change in the coming months?

LOIM’s Asset Backed Loan strategy established a robust track record in its first year, offering resilience in a volatile macro environment.