insights.

With signs of cyclical improvement in economic data and rising US inflation pressures, Simply put assesses the long-term path of rates.

The Q4 Alphorum explains our positioning across sovereign markets and credit sectors as the global interest-rate cutting cycle progresses.

Why has our Plastic Circularity strategy invested in Calyxia? We unpack the investment and impact cases for the producer of biodegradable alternatives to a type of microplastic used in everyday products. 

The consensus view is that inflation is declining – yet our nowcasting indicators point to building inflationary pressures. In this context, key hedges like inflation-linked bonds and commodities seem undervalued, in our view.

Lombard Odier Investment Managers today announces the appointment of Christèle Clémence as Senior Sales Strategic Account.

Watch our webinar, ‘Rethink net zero’, which explores investment approaches to the climate transition and the outcomes on multi-asset portfolios.

The rate-cutting cycle has begun. Our Multi Asset team offers key takeaways in the three-year anniversary edition of quarterly Simply put.

Markets have been buoyed by the Fed and China’s stimulus. Are they pricing in too much good news? Simply put offers compelling insights.  

An eventful Swiss National Bank meeting marked the end of Thomas Jordan’s reign and delivered a rate cut. Is further policy easing in store?

As generative artificial intelligence triggers a global technology-upgrade supercycle, how is the US-China semiconductor rivalry influencing the opportunity set?

Low costs, high modularity and abundant inputs are among the factors driving solar power’s unstoppable growth. What long-term investment opportunities does this provide?

AI can help ageing populations thrive by improving healthcare outcomes and augmenting the professional expertise of the older generation.  
 

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.