insights.

Companies that are disruptors use convertible debt to fund growth, giving exposure to AI and consumer spending themes, particularly in Asia.

The liquidity advantages of a CDS-based approach to high yield are well known. But how can this also improve performance potential?

Macroeconomic stress is a common driver of market volatility. With the economic winds shifting, are calm markets too complacent?

Favourable macro conditions and differentiated regional themes should help Asian equity markets outperform in the second half of 2025.  

Is Europe leading the net-zero race? With a legally binding target, strong industrial base and clear policy, we believe it’s a highly investable, long-term allocation.

The asset class offers equity upside, yield, credit and volatility-driven return potential – plus downside protection – and this adaptability makes them a strategic tool.

Supportive macroeconomic trends – including expected US rate cuts, regional growth and policy momentum – support Asia fixed income. We share our H2 outlook.

As geopolitics increasingly trumps rate-moves in fixed-income markets, how should investors respond?

Despite a turbulent first half, we expect economic growth to remain resilient; yet, looming risks could also precipitate a hard landing.

V-shaped recoveries test the resilience of risk-based strategies, but continuous research can reinforce processes ahead of future episodes. 

Lower trading costs, better volumes and reduced turnover are three liquidity advantages available to high-yield investors willing to take a more efficient approach. 

Key indicators for the US economy are out of touch with real-world growth, creating uncertainty. Are they losing their predicative power?

At its June policy meeting, the Swiss central bank responded to currency strength and inflation weakness by taking key interest rates to zero.

2025 has upended equity trends, turning laggards into leaders and vice versa; but has this rotation had a similar impact on risk? 

Active investing deserve a second look, especially for less liquid assets like Swiss bonds. We break down how such strategies can add value. 

Convexity, growth exposure and diversification: this Q&A explores why convertible bonds benefit investors in uncertain times.

The net-zero frontline is not in the Oval Office but in high-emission industries, especially in China. Core fixed-income investing with decarbonsiation analysis can help portfolios adapt.

Rising spreads and curve flattening on US credit-default swaps indicate market nervousness about the nation’s public finances. Should investors reduce risk?

As the US repeals climate policies, what are the potential consequences on the implied temperature rise (ITR) of equity portfolios?

Liquidity, performance, costs – we explore these high-yield credit problems and suggest a potential solution.

Asset owners at our recent Transition Investment Summit made their case for why sustainable investing remains imperative, despite near-term challenges.

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.