insights.

For investors, what do geopolitical tensions, artificial intelligence and the net-zero transition have in common? The need to rethink, and to find opportunity in adversity. 

Can the US dollar remain a safe-haven currency? Simply put discusses whether a richening of the dollar could impact its diversification potential.

Lead Portfolio Manager Juan Mendoza outlines how to spot the future’s most valuable brands, as our World Brands strategy marks 15 years since launch

In a US economic slowdown, will bonds prove to be effective diversifiers? Simply put analyses the drivers of the end-of-cycle decline in rates.

How can investors prepare for this transition? Our TargetNetZero webinar will try and answer this question. Register, and join us to find out more.

This third anniversary issue of Simply put considers the outlook for real interest rates – and asks if multi-asset investors should rethink bond exposures.

Simply put explores what’s factored into markets from looming US rate cuts and why correlations could also influence asset prices.

Are companies with SBTi commitments to reduce emissions starting to deliver on their targets? We look at the data to find early transition leaders.

Amid a slowdown in the US economy, Simply put investigates the role of lower growth in aiding the Federal Reserve’s fight against inflation. 

US unemployment is currently a source of market concern, but is the world’s biggest economy really headed for a recession? 

Economic indicators currently offer mixed signals. Can nowcasting provide a more coherent guide for where the investment cycle is heading?

Is a rotation towards small cap stocks underway? Simply put investigates the data and the implications for multi-asset investors.

Which circularity solutions are attracting private capital, and what science and policy developments are helping make plastics more sustainable? 

We compare CHF-denominated bonds with foreign-currency bonds to assess what might make the most sense for Swiss investors.  

This issue of Fallen angels radar monitors progression in corporate credit ratings and how our active management approach seeks the best recovery potential.

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.