insights.

Analysing market returns for each US election period from 1964, we ask: should multi-asset investors increase diversification before the November vote?

High Swiss cash rates look likely to fall. Adding exposure to a cash-enhancing, multi-asset strategy could help moderate the decline in returns.

This Q&A explores the investment philosophy behind our World Brand strategy. How do we spot companies with the most potential for alpha? 

Investors have hesitated about fixed income allocations, despite an improvement in long-term investment prospects. Could the outlook be improving for bonds?

We explain our duration and credit positioning amid interest-rate cuts and tight corporate spreads, and explore a hedging solution across macro regimes.

Asia convertible bonds had a strong H1. We assess China’s improving macro outlook and thematic opportunities for our strategy, from semiconductors to consumption.

The strategy uses big data on consumer trends to identify earnings surprises and capture alpha potential.

How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

The UK pension scheme has chosen our Planetary Transition strategy to fulfil the listed equity allocation of a dedicated sustainability portfolio.

`Exciting’ investment trends may come and go, but we aim to remain focused on the bedrock of long-term value creation. We review the core elements of our strategy in the Q3 issue of Simply put. 

The Swiss National Bank once again chose to lower interest rates at its June meeting. What does the move reflect about the SNB’s views on inflation and growth, and should we expect more cuts? 

Political tumult in France is seeing European markets lag the US, especially fixed income. Our risk models – and allocations – are on the move. 

This Q&A explores how our DataEdge alternatives strategy uses big data on consumer trends to identify earnings surprises and capture alpha potential.

Are equity and bond valuations too expensive? LOIM’s cross-asset valuation metric begs to differ and positions in multi asset for growth opportunities and risk management.

Our DataEdge equity strategy uses big data to gain insights into consumer trends that could impact company earnings. The key is knowing how to cut through the noise. 

Investors today have a first-mover opportunity to invest in an asset class forming the bedrock of our economy – nature – said Marc Palahi, our Chief Nature Officer, at the recent Net Zero Delivery Summit in London.

A paradox has arisen: investors are bearish, holding onto cash, while market indicators remain firmly bullish. How should multi-asset investors adapt to this environment?

Swiss bond portfolios are always exposed to a certain amount of liquidity risk, even though the market trades daily. We outline how to adequately manage these risks.

LOIM’s Transition Investment Summit in Zurich delved into investing in nature-based solutions to uncover value and power resilience.

Japanese equities have benefitted from the country’s economic response to inflation and merit continued allocation in LOIM’s multi-asset strategies.

The VIX volatility index is at record lows. What short strategies could be in play? Simply put advises caution in multi asset.

Sustainability challenges are interconnected and complex. So are the opportunities. Our Transition Investment Summit engaged the audience to pinpoint investment areas advancing circularity.

Silver has the highest electrical conductivity of any metal, and is very malleable and durable. This makes it a vital material for the energy transition, ideal for use in areas like solar technology. 

Three years since launching our high-conviction, net-zero-focused credit strategies, we assess the progress made towards their financial and climate objectives.

What benefits does private equity offer for investing in a lower-carbon, circular model for plastics?  This Q&A explores how our team finds value.

Since launching in 2021, our TargetNetZero Equity strategy has focused on opportunities in high-carbon sectors, unlike peers that avoid these industries. How have we navigated the challenges of the past three years? 

This week, Simply put considers how the long-term drivers of GDP growth can be relevant to equity performance by style and geography. 

How does LOIM help companies become fit for the future while supporting long-term portfolio objectives? Read about our stewardship activities in 2023.

Converting kelp into carrier bags and a deal to build Europe’s largest sorting facility for chemical recycling are among the circularity-focused innovations and ventures covered in our latest issue of Plastic wrap. 

This week, Simply put uses econometric methods to test whether correlations are breaking down – and assesses the implications for diversification in multi-asset portfolios.

Markets may be placing too much emphasis on recent US inflation data when forecasting the direction of US interest rates. The global trend of disinflation may be more important. 

To mark the 10-year anniversary of our Asia Value Bond strategy, we look back at key milestones and look forward to a positive outlook for USD-denominated credit in the region.

LO  Funds – Asia Value Bond Fund wins Best APAC Hard Currency Bond Fund over 10 Years award in six jurisdictions.

Which corporate bonds were downgraded to high yield last quarter? Fallen angels radar monitors entrants to the universe and explains rating trends.

After failing to protect investors from higher inflation over the past two years, gold prices have been surging lately. Why now? We investigate this intriguing development. 

In the Q2 issue of Alphorum, we focus on duration and spread opportunities in anticipation of the rate-cutting cycle and debt maturity wall ahead.

China is already the world’s largest carbon market. In our view, it will also become the world’s most valuable one. We explain the forces driving its growth.

US assets have reigned supreme for several quarters, but a shift in global growth could lead to a more balanced market rally. 

Lombard Odier Investment Managers today announces the appointments of Valentin Petrescou and Didier Anthamatten to launch a Global Macro Absolute Return strategy for institutional and private clients, due to go live in Q3.

What happens when markets price a no-landing scenario, but the macro data suggests otherwise? In Simply put, we explain why one of the two needs to give. 

This Q&A with our Sustainable Private Credit team considers market dynamics in direct lending and why there is a compelling case for non-sponsored allocations. 

We focus on normalisation in this quarterly issue of Simply put – of market and macro conditions, and correlations among risk premia.

The Swiss National Bank surprised with an interest rate cut at its March meeting. What drove monetary policy and how does it impact fixed income investors?

How can private-equity investments cut plastic waste? We consider a portfolio company providing concentrated and refillable personal and household products.

How does the tone of central banks affect interest-rate expectations beyond data? Simply put listens in for a steer on future policy. 

Credit ratings are an important indicator, but they are just one piece of the puzzle for bond investors. We explain the shortcomings and why investment decisions should not be based on ratings alone. 

Explore a day in the life of plastic waste today. Then discover the world of tomorrow’s plastic value chain in a circular model.

Are European consumers making ‘size’ a fashionable equity factor again? We explain how rising consumption typically benefits domestic small- and mid-cap stocks.

To maximise investment opportunities and reduce climate risk, we use an implied temperature rise metric to identify which companies are decarbonisation leaders.

Lumber is enjoying a renaissance. Technological innovation is enabling the use of more lumber in buildings instead of cement and steel – helping drive the transition to a circular bioeconomy.