insights.

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.

The Asian countries we like the most in 2024 – India, Indonesia and the Philippines – have the strongest macro outlook in the region. In our latest Asian equities outlook, we explain why China isn’t among that group – and the measures we believe would best support growth. 

Lombard Odier Investment Managers today announces the appointment of Samira Sadik as Head of Wholesale Distribution, Switzerland, as the firm continues its strategic growth plan to further increase its Swiss domestic market share across all asset classes.

Analysing data for growth surprises and underlying macro trends, we ask: can the US economy keep supporting the equity rally?

USD 670 billion or USD 130 bn? We assess the potential impacts of the US Presidential election on federal energy-transition funding. 

The fifth edition of Multi-Asset Research Series (MARS) presents our methodology to build a cross-asset value factor and an application of our approach.

We discuss two of our country overweights for 2024 - Indonesia and the Philippines – in the latest instalment of our 2024 outlook series on Asia equities.  

How much are companies being forced to decarbonise? Which financial regulators require climate-related disclosures? We examine five key markets to see how lawmakers can steer portfolios toward net zero.

Disinflation is unlikely to occur in a straight line. This week’s Simply put investigates the roots of the current mini-resurgence in inflation.

The dominance of the magnificent seven has spurred questions about the merits of the small-size factor. We defend this feature of portfolio construction for active equity managers.

The Asian IT sector is entering an exciting period in light of the disruptive changes powered by generative AI. We like tech hardware the most among sectors in Asia in 2024, as shown by our stock picks in Korea and Taiwan.  

To see how strongly the US labour market is driving the economy in 2024, Simply put applies a theory linking employment conditions with output: Okun’s Law. 

Our CIOs consider how patient investors could find better value. Across asset classes, which areas offer superior prospects to those with a long-term approach?

Our convertible-bond strategy focuses on companies seeking emission reductions or solution-providers that enable transition efforts.