insights.

In this weekly edition of Simply put, we attempt to determine the impact of geopolitical risk on markets. 

In this first of a three-part series, we analyse the backdrop of the economic health of the UK.

Lombard Odier Group is pleased to announce the appointment of Bettina Ducat as co-head of Lombard Odier Investment Managers (LOIM) as of 5 March 2024*. She will be based in Geneva and will become a Limited Partner of the Group. Bettina Ducat will jointly lead LOIM, Lombard Odier’s asset management division, together with Managing Partner Jean-Pascal Porcherot.

Growth expectations for 2024 are pessimistic. Lower interest rates and the continued strength of global demand could provide some positive surprises.

The Federal Reserve has committed to reduce interest rates – but the timing is uncertain. How can investors exploit sovereign opportunities as the first cut approaches and use credit and duration to extend term premia?

LOIM has formally committed to Japan’s Stewardship Code – part of our continued integration of engagement and proxy voting in the investment process. 

Policy, the pitfalls of short-term, high-carbon exclusions and the need to look towards 2050 are among the five reasons why we believe many investors should rethink net-zero alignment. 

In this weekly edition of Simply put we ask whether declining risk appetites point to a weaker outlook.

Fixed-income assets are cheap on a multi-year horizon in Asian and emerging markets such that the risk-reward is asymmetric, offering attractive potential regardless of a bearish or bullish environment for patient investors, in our view.

This anniversary insight assesses the performance of the strategy since inception, current growth drivers in its universe and the growth outlook for the investment themes.

Our latest quarterly edition of Simply put explores the current atypical market cycle and outlines possible scenarios that could develop in 2024.  

A selection of stories from December that reflect the fast-moving pace of the sustainability transition.

From the inflation outlook to the balance sheet, we analyse what fixed income investors need to know about the Swiss National Bank monetary policy meeting.

In this weekly edition of Simply put, we look at the current state of the US job market and ask whether rate cuts are imminent.

We believe that our universe of FinTech companies is attractively valued and well-placed to benefit from a broadening of the market in 2024. How will trends like AI and M&A play out in this space? 

Our key takeaways from COP28 include significant agreements on nature, food and energy systems, plus insights from Lombard Odier’s re-NATURE hub.

LOIM’s Markus Thöny explains why it may be time for Swiss fixed income investors to step outside of their comfort zone and pay more attention to corporate bonds.  

In this weekly edition of Simply put, we analyse the likely shape of next year and evaluate which asset classes stand to benefit.

In this Q&A, LOIM’s stewardship team looks at the implications of the Taskforce on Nature-Related Financial Disclosures framework for engagement.

The fourth edition of our Multi-Asset Research Series (MARS) introduces the regime-parity portfolio: a new approach for risk-based portfolio construction.

Our industrial food system no longer makes economic or environmental sense. How could our diets change in the future? The answer largely depends on decisions that we make today. We explore different scenarios. 

The equity market rally appears to have been driven by retail investors. Is this sustainable?

Webinar | rethink net zero: decarbonise, diversify and help drive the transition

Building climate-aligned portfolios requires a forward-looking assessment, which is a challenging task due to model uncertainty. It is important to quantify model error and incorporate it into the investment process to ensure credible climate-aligned portfolios.

A selection of stories from November that reflect the fast-moving pace of the sustainability transition.

Indispensable to growth technologies, benefitting from an expected supply-demand gap and highly recyclable, the growth outlook for this ancient metal far exceeds its use in tin cans.

 The US consumer has surprised both economists and our nowcasting indicators. Does this trend look set to continue?

In this Q&A, Alina Donets outlines what the Taskforce on Nature-Related Financial Disclosures (TNFD) framework means for companies and investors.

What factors look supportive for convertible bonds in 2024? Our investment team outlines its base-case scenario and areas of potential benefit for investors.  

The performance of sustainability stocks in 2023 does not reflect the market’s judgement on the transition, in our view. On the contrary, we believe it is largely linked to cyclical factors.

In this Q&A, LOIM’s Chief Nature Officer considers why the Taskforce on Nature-Related Financial Disclosures (TNFD) framework promotes nature-positive investing.

Does the recent reversal of the negative correlation between bonds and equities signal a lower potential diversification benefit from fixed income?

How can we reconcile the negative attributes of petrochemical products and society’s demand for them? 

Bond markets are offering attractive carry. How are we acting on this opportunity in All Roads, our risk-based multi-asset strategy?

Equity indices have become extremely concentrated, undermining diversification within passive strategies. Can active managers better navigate this market?

In our 2024 outlook, LOIM CIOs for equities, fixed income, multi asset, convertible bonds and alternatives consider how to capture key investment opportunities.

Our approach in systematic equities to implementing macro investing can add value as it moves beyond traditional factors to a wider universe of equity styles.

Today’s elevated interest-rate volatility is reflected in bond prices, via duration. Is higher volatility in fixed-income returns here to stay?

Jason Eck joins from Goldman Sachs to bolster LOIM’s growth ambitions.

Misconceptions persist about electric vehicles. We debunk 10 of the most common myths using analysis based on science, engineering, and market research.

In this half-yearly update Michelle Huang from Generation IM will explain the strategies’ performance year to date and over the longer term.

A selection of stories from October that reflect the fast-moving pace of the sustainability transition.

What effect has the growing volatility in interest rates had on our asset allocation?

In the final instalment of our three-part series on sustainable agricultural practices, we analyse how new technologies and proven approaches are creating a new form of regenerative agriculture.

Our bimonthly on plastics circularity focuses on curbing microplastics, why reusable packaging has the edge and striving for a global treaty on plastics.

The manufacturing sector attracts more market attention as a proxy for growth. Are investors paying enough attention to the services slowdown?

As policy rates go from peak to plateau, should fixed-income investors prepare for a bull steepening of the yield curve? This is a key topic covered in the Q4 issue of Alphorum.

There are good reasons to be cautious about nuclear energy. However, it offers clear benefits if handled the right way. We do not believe that eliminating the technology is the only answer. 

In the second instalment of our three-part series on regenerative agriculture, we examine the role of GM crops in developing and sustaining new food systems.

Green Series Webinar – New Food Systems