insights.

Lombard Odier Investment Managers further reinforces its commitment to Convertibles
media releasesAsset Management
media releasesAsset ManagementconvertiblesDCDBBanksWholesaleOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Lombard Odier Investment Managers further reinforces its commitment to Convertibles

Lombard Odier Investment Managers announces that it has bolstered its long-standing convertible bond franchise with the addition of two experienced professionals to the existing team.

Adapting to the inevitability of climate change
investment viewpointsSustainability
investment viewpointsSustainabilityThemesAsset ManagementequitiesDCDBBanksPlanetary TransitionOfficial institutionsWholesaleThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Adapting to the inevitability of climate change

We regard climate-damage adaptation activities as an intrinsic part of the climate transition.

How is FinTech transforming financial services?
investment viewpointsAsset Management
investment viewpointsAsset ManagementThemesInvestment strategiesequitiesDCDBBanksWholesaleOfficial institutionsThird party asset managersConsultantsFinTechGeronne IndependantsInsuranceInstitutionalEndowmentsFund of funds

How is FinTech transforming financial services?

Jeroen van Oerle and Christian Vondenbusch discuss the FinTech strategy and how digital technologies are changing financial services and companies.

2020 Asian equities: risk, response and opportunity
investment viewpointsAsset Management
investment viewpointsAsset ManagementThemesconvertiblesInvestment strategiesEmerging marketsequitiesAsia high convictionDCDBBanksAll RoadsEM high convictionWholesaleThird party asset managersOfficial institutionsmulti-assetConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

2020 Asian equities: risk, response and opportunity

There are a variety of risks and opportunities in Asia in 2020. Asian equities continue to look attractive due to continued earnings growth and undemanding valuations, in our opinion.

Crowding, timing and dispersion: a framework for ARP
investment viewpointsAsset Management
investment viewpointsAsset ManagementThemesAlternative risk premiafixed incomeconvertiblesInvestment strategiesalternativesDCDBBanksWholesalemulti-assetOfficial institutionsTracker + ESGThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Crowding, timing and dispersion: a framework for ARP

Academic Nick Baltas presents to LOIM his research on the impact of crowding, timing, and performance dispersion in alternative risk premia (ARP) investing.

Asian credit valuations: mind the gap
investment viewpointsAsset Management
investment viewpointsAsset ManagementThemesfixed incomeInvestment strategiesAsia value bondsEM local currency debtDCDBBanksEmerging marketsWholesaleOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Asian credit valuations: mind the gap

Asian USD credit offers valuation advantages compared to other major bond markets in the world, in our opinion.

Lombard Odier Investment Managers bolsters 1798 Alternatives with new hire
media releasesAsset Management
media releasesAsset ManagementCorporateDCDBBanksThemesOfficial institutionsWholesaleThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Sustainable Investment Research, Strategy and Stewardship team grows with four new hires

Lombard Odier Investment Managers further bolsters its sustainability research capabilities with four new hires.

The case for Asian markets
investment viewpointsAsset Management
investment viewpointsAsset ManagementThemesInvestment strategiesAsia high convictionDCDBBanksEmerging marketsWholesaleOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

The case for Asian markets

The growth differential between emerging market (EM) Asia and developed markets (DM) has been narrowing. However, EM Asian countries have strengthened their fundamentals. 

What happens when the old outnumber the young?
investment viewpointsSustainability
investment viewpointsSustainabilityThemesAsset ManagementDCDBBanksWholesaleOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

What happens when the old outnumber the young?

The world’s population is ageing. This will bring about a number of challenges while also representing an important economic opportunity.

2020 Asian credit: finding safer, reasonable yields
investment viewpointsAsset Management
investment viewpointsAsset ManagementThemesfixed incomeInvestment strategiesAsia value bondsDCDBBanksEmerging marketsWholesalemulti-assetOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

2020 Asian credit: finding safer, reasonable yields

Finding safer and reasonable yielding investments will become even more challenging in 2020. We explore the possibilities in Asian hard currency credit.

Positioning a portfolio for climate transition
global perspectivesSustainability
global perspectivesSustainabilityAsset ManagementThemesequitiesDCDBBanksPlanetary TransitionOfficial institutionsWholesaleThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Positioning a portfolio for climate transition

A climate transition is already underway and is creating transition-related risks and opportunities across sectors that stand to accelerate abruptly.

LOIM becomes participant in Climate Action 100+
global perspectivesSustainability
global perspectivesSustainabilityAsset ManagementThemesClimate bondsDCDBBanksWholesaleOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

LOIM becomes participant in Climate Action 100+

LOIM has signed up to Climate Action 100+ to ensure the world’s largest corporate greenhouse gas emitters take necessary action on climate change.

Lombard Odier Investment Managers bolsters 1798 Alternatives with new hire
media releasesAsset Management
media releasesAsset ManagementCorporateDCDBBanksThemesOfficial institutionsWholesaleThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Lombard Odier Investment Managers bolsters 1798 Alternatives with new hire

Alexis Maubourguet joins 1798 Alternatives to launch an uncorrelated absolute return strategy for institutional clients, due to go live in early 2020.

Convertibles for an upturn in volatility
investment viewpointsAsset Management
investment viewpointsAsset ManagementconvertiblesInvestment strategiesDCDBBanksWholesaleOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Convertibles for an upturn in volatility

We expect 2020 to bring a return of equity volatility, and the risk-reward characteristics of convertible bonds could prove particularly useful for investors. 

Thematic equities franchise boosted with three strategic hires
media releasesSustainability
media releasesSustainabilityAsset ManagementCorporateDCDBBanksThemesOfficial institutionsWholesaleThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Thematic equities franchise boosted with three strategic hires

This new investment team will develop thematic equities strategies, complementing LOIM’s existing range, including Golden Age and Global Prestige.