insights.

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.

LOIM has been appointed by Nest to manage a mandate that invests in global thematic equities, consistent with the transition towards a net-zero economy, and which seeks to deliver sustainable outcomes and robust investment returns for Nest’s members.

As we look to the year ahead, one of our strongest convictions is India – the subject of the first in a four-part series on our outlook for Asia equities in 2024. 

In this weekly edition of Simply put, we consider what signals US job creation is sending for inflation and monetary policy. 

For investors seeking net-zero alignment, do the carbon-payback periods for insulation products justify their use of petrochemicals?

Fallen angels radar is LOIM’s new quarterly tracking which corporate bond issuers have lost their investment grade rating and the trends we see playing out.

An executive appointment, senior promotions, investment accolades and industry thought leadership were among the LOIM developments attracting media attention recently.

Our bimonthly on plastics circularity focuses on scaling up plastic reuse, the biotransformation of refuse and banning many current European exports of waste. 

We explore the concept of pricing power - the ability to raise prices throughout economic cycles and still maintain market share. How does our World Brands strategy identify brands with a competitive edge? 

Volatility in fixed income markets remains elevated while it has normalised almost everywhere else. In this weekly edition of Simply put, we ask why has bond volatility remained stubbornly high?

The third of a three-part series on the outlook for Asia fixed income in 2024.

In this final of a three-part series, we examine the acceleration in mergers and acquisition (M&A) activity in the UK.

Our net-zero bond strategy uses our temperature alignment metric to identify transitioning companies with credible plans to decarbonise.

The second of a three-part series on the outlook for Asia fixed income in 2024

This third insight about crossover corporate bonds rated BBB to BB looks at how they could provide income and quality for fixed income investors.

Lombard Odier Investment Managers today announces the appointment of Aude Dhuivonroux as Head of LOIM in France, as the firm continues its strategic growth plan to further increase market share in France, Belgium, Luxembourg and Monaco. 

In this weekly edition of Simply put, we explain why the market is now convinced that rates will be higher for much longer.

In the first of a three-part series on the outlook for Asia fixed income in 2024, we focus on the global economic backdrop and outline our scenarios for the US Federal Reserve rate path.  

This second insight about crossover corporate bonds rated BBB to BB considers the segment's strong fundamentals, favourable valuations and regulatory drivers.

This first insight in a series about crossover bonds rated BBB to BB considers why they offer investors a large and liquid alternative to investment-grade debt.

In this second of a three-part series, we examine the headwinds afflicting the UK market and ask whether a more favourable environment is forthcoming.

Adam Molina brings extensive experience to bolster senior leadership team 

How did we navigate the unique challenges of 2023, and what do we see in store for our TargetNetZero Equity strategies in the year ahead?