insights.

The second edition of our Multi-Asset Research Series (MARS) considers how range-based measures could be used to improve volatility forecasts. 

A selection of stories from April that reflect the fast-moving pace of the sustainability transition and related investment implications.

LOIM has been appointed by Touchstone Investments, as sub-adviser for its newly launched Climate Transition ETF (HEAT: Cboe BZX). 

Fallen angels can improve a high-yield allocation. We explore how these bonds can be used to add convexity, and enhance ratings and risk-adjusted returns.

The banking crisis has led to tighter lending conditions. We see mortgage lending as a key indicator and consider how a contraction in credit could impact US growth.

In the Q2 issue of Alphorum, we highlight the opportunity that peaking rates signal in sovereign fixed income and provide new insights into fallen-angels bonds. 

Economic growth is slowing, inflation is no longer the problem and central banks should show moderation – but much will depend on the labour market.

Higher interest rates and volatility in recent years led some investors to avoid credit risk and favour passive investment. This may be misguided, in our view

Since we launched our Global FinTech strategy three years ago, we have maintained a focus on quality growth at a reasonable price. 

Inflation is higher and more persistent than ever. What can an examination of service-sector productivity tell us about this situation?

Fallen angels are a sweet spot in fixed income that merit a strategic high-yield allocation. Our active approach optimises value by avoiding falling knives.

The UK has extended and could expand its Emissions Trading Scheme as part of its strengthened commitment to carbon markets, deepening the opportunity set for investors.

This quarterly edition of Simply put argues that markets are heading towards four potential scenarios, given the macro picture, and explores how investors can prepare and adapt.

A selection of stories from March which reflect the fast-moving pace of the sustainability transition and related investment implications.

Multi asset: too many scenarios? Try an all-weather approach.

The recent banking crisis has exacerbated existing systemic risk. Will it spill over into other sectors?

Cyberattacks exact significant financial costs on companies – but are these being priced-in to equity valuations?

The Swiss National Bank delivered a hawkish inflation outlook and profoundly changed how it communicates about its currency interventions. 

It has been three years since the launch of our climate transition strategy, and we are moving towards an enlarged opportunity set.

We analyse the choice investors are currently faced with, between volatile asset prices and tempting carry strategies.

Our portfolios leverage an in-house methodology to gauge alignment to the climate transition. Backtesting a hypothetical portfolio showed encouraging results.

We analyse the outlook for systemic risk in 2023 and find that the markets' current reduced capacity for shock absorption could trigger a harder landing.

Will the craze for S&P 500 options with same-day expiry cause a second bout of ‘Volmageddon’ in the derivatives market?

Climate emergencies lead to shortages of clean air, water, food and shelter. This puts all of humankind at risk, but climate change is not gender neutral.  

Investors are divided on whether equity markets have bottomed out. We run five scenarios to address the question: will valuations fall further?

SMID valuations present an attractive entry point for investors. These companies also look set to benefit from a range of new government priorities.

A selection of stories from February which reflect the fast-moving pace of the sustainability transition and related investment implications.

As uncertainty fuels volatility and new winners surface, are active managers finding new ways to generate alpha?

The last 95 years of equity and bond returns show that investors should expect what is often unexpected: simultaneous annual losses.

Is the Federal Reserve likely to hike rates more than market observers are anticipating?

2022 proved a real-life stress test for climate strategies and demonstrated the need to manage short-term risks.

The first edition of our new Multi-Asset Research Series (MARS) begins by exploring volatility measures that use high-frequency data.

Robust engine, responsive braking and expert navigation: our liquid multi-asset range is purpose-built for investors seeking stability, diversification and growth.

To ensure its future prosperity, China must become a consumption-based economy. In our latest edition of Futureturns, we explore whether the consumer transition is still on track

We launch our bimonthly coverage of the science, policy and corporate activity advancing plastics circularity

Can China transition to a high-income economy without the favourable demographic tailwinds that helped shape the preceding four decades?

With growth overtaking rates as the dominant macro force driving market returns, how should multi-asset investors respond?

US job growth accelerated sharply in January. What does this indicator tell us about the risk of recession?

Important actions are being taken to enhance the ability of carbon credits to channel much-needed finance to protect and restore nature.

Building effecting tail hedges can make a huge difference to a portfolio, but it requires compromises. We discuss our approach. 

We tackle a pivotal question for multi-asset investors: after the ordeal of 2022, how can they earn genuine diversification?

Expectation-based economics will define the odds of a soft- versus a hard-landing for our regional and world economies 

Risk appetite measures are offering investors mixed signals. Does the current market rally have legs?

A selection of stories from January which reflect the fast-moving pace of the sustainability transition and related investment implications.

Alternative proteins can help enable land restoration and reduce emissions. Our latest case study examines two of the newer business models in this field.

We believe convertible bonds offer an effective way to navigate an uncertain macro environment. At LOIM, we see a number of investment themes and opportunities in 2023.  

A defensive approach is no longer seen as a necessity, but the situation calls for caution at this stage of the cycle.

In the Q1 issue of Alphorum, we focus on how attractive carry and risk-return dynamics in credit underpin our constructive outlook for fixed income, offering entry points for active investors. 

Our outlook for Asian fixed-income markets in 2023 considers: What's next for China? How will USD bond supply play out? Where are the top picks for investors?

Excessive valuations in our FinTech universe are now largely gone, contributing to a positive 2023 outlook, in our view.