insights.

Since 2020, markets have focused on current rather than future economic fundamentals. Will this short-termism last?

What drove our stewardship progress in the past year, and how are we building on this in 2025? Our latest annual report shares our strategy, activities and outcomes.

The market has had a strong rally, but risks remain – including unresolved trade tensions. How can investors navigate this complex environment?

Stéphane Vonthron is appointed head of LOIM France, and will also develop commercial activities in Belgium, Luxembourg and Monaco.

As multinationals commit to recycling infrastructure, circularity innovations like creating biopolymers from wastewater are being scaled with private capital. 

With an attractive relative cash spread, could high yield assets play a more prominent role in multi asset portfolios over the next decade? 

Our Liquid Global High Yield strategy provides efficient access to high-yield returns with minimal liquidity risk and transaction costs. 

Our third annual Transition Investment Summit focused on why sustainability remains vital for active portfolios, irrespective of near-term headwinds.
 

The All Roads research team considers how to improve our systematic cross-asset overlays when highly uncertain regimes require adaptation.

Are target net zero portfolios decarbonising more quickly than their equity benchmarks? Discover the results from the team’s latest study. 

On paper, Donald Trump’s fiscal strategy could work. In reality, uncertainties about the payoff from tariffs and spending cuts persist. Will his gamble succeed?

As Donald Trump seeks to rewrite the macro world order, striking the right balance between defensive and opportunistic portfolio positioning is key. 

Uncertainty heightens the need for diversification. Historically, a risk-based solution has shown stronger diversification than a 50/50 approach. 

Bloom Biorenewables completed a major funding round for its development of a plant-based alternative to fossil fuels used in everyday products. 

The Trump administration has dramatically rewritten the rules of the macroeconomic world order.  We drill into the short- and longer-term implications for fixed-income investment.

Superior US productivity versus Europe boosted the US dollar over the last decade, but is this long-term trend about to reverse?

As the trade war instigates tail risk, how can a high-yield strategy better withstand market shocks without the taxing liquidity costs of exchange-traded funds?

The investment techniques to handle uncertainty differ from those required by rising risk: what are the implications for multi-asset investors?

Lombard Odier Investment Managers strengthens its alternatives business with the appointment of Philippe Descheemaeker as Head of Private Assets Distribution. 

Asian economies and credit markets are set to stay resilient despite US tariffs and we see the trade war accelerating positive trends in the region.

President Trump sees tariffs boosting US manufacturing jobs whereas Ronald Reagan espoused free trade. What does the historical data say?  

Across asset classes, LOIM CIOs respond to developments in the global trade war and consider what investors need to know.

The tariff decisions on Liberation Day portend a range of investment risks and opportunities that require nimble portfolio management.

The Q2 issue of Simply put addresses rising uncertainty that we believe merits caution rather than defensiveness in multi-asset investing. 

The growing popularity of second-hand fashion is leading to more circularity in retail – an investment opportunity aligned with our strategies. 

We discuss why our investment conviction in decarbonisation remains strong and explore how the net zero component added value to our equities strategy in 2024.

At its March policy meeting, the Swiss central bank expressed caution about global uncertainties as it took key interest rates below neutral.

As macro concerns gather, our rules-based All Roads strategy adjusts, keeping stability, predictability and liquidity in mind.

The market shift to Europe from the US and to value from growth, amid an uncertain economic backdrop, underlines the value of active investing. 

Recent data shows the US economy is ending its period of exceptional growth and starting to slow down. But is a recession on its way? 

As multinationals invest in bio-based and recycling solutions to the plastic-waste challenge, innovative start-ups are harnessing private capital to scale-up new technologies.

This issue of Fallen angels radar tracks an unusually busy winter period for the segment and considers what’s top of mind for investors.

How might Swiss bonds fare in 2025? We note their gains of recent years and break down the key factors influencing performance.

Will Trump’s trade war spark inflation? We consider 2018’s tariffs to ascertain whether the notion that tariffs equal inflation is correct. 

Senior hire to bolster coverage of the UK institutional market, with a focus on the defined contribution sector.

We profile two companies from emissions-intensive industries, drawing on analytical and engagement experience to discern which is more likely to fulfil its decarbonisation target. 

We review our convertible bond strategy’s performance and why we think 2025 bodes particularly well for these versatile instruments. 

As investors brace for a potential trade war, we analyse tariff history to assess how the levies – whether reciprocal or unilateral – could impact inflation and growth. 

Markets are putting more stock in broadening equity returns and a greater fixed-income term premium than growth risks posed by a potential rise in tariffs.

In today’s ‘search for carry’, how can fixed-income investors access high-yield credit markets while enhancing both liquidity and potential returns? 

Amid promising forecasts for growth and market returns, there is still good reason to try to mitigate tail risks in 2025.

When optimising target net zero portfolios, how could integrating convictions improve performance without increasing tracking error?

What’s next in 2025? Our multi-asset team explores the macro picture, our rules-based allocation approach and why tail risk matters.

Our Asia Equities team explains why China’s generative AI breakthroughs could usher in an adoption-driven growth cycle. 

US rate cuts have had little effect on rising longer-term rates. Simply put explains why this could weigh on US growth in 2025.

How can private equity aid a more circular model for plastics? Our webinar explored new materials; repair, reuse and refill; and recyclers.

With a nominal economic recovery as our base case, and taking new US policies into account, we unpack fixed-income opportunities globally and with a focus on Asia and Switzerland.

Passive strategies in fallen angels put investors at risk of further ratings deterioration and potential costs. What is LOIM’s active advantage?

After years of fiscal spending, how will markets react to a global shift towards fiscal consolidation in 2025? 

Strong macro drivers and relative insulation from tariff policy mean Asian and emerging-market bonds have good potential to outperform.