insights.

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

The Swiss National Bank raised interest rates but forecast it will still miss its inflation targets. What's the outlook for Swiss prices and future policy?

The Bank of England needs to tighten credit conditions and stabilise sterling. Further interest rate rises seem inevitable.

What performance upside could firms aligning to net zero potentially offer investors in a carbon-constrained scenario?

The transformation of three global systems – energy, land and oceans, and materials – is creating opportunities for our Planetary Transition strategy.

China’s re-opening continues. What impact is this having on other major economies?

Investors may be puzzled by the recent outperformance of growth stocks over value. Sentiment, and more importantly positioning, could drive markets in the coming weeks.

Dr. Marc Palahi joins in London as Chief Nature Officer.

Fallen angels webinar: unlocking price recovery potential

The Federal Reserve was expected to pause its rate hiking cycle over the next few months, but inflation is looking stickier than expected. 

LOIM and Systemiq have today announced a new partnership to build holistiQ Investment Partners.

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

We review Q1 policy for net-zero bond investors, including our quality focus on ice cubes, primary market issues and our outlook for the real-estate sector.

Strategy targets plastic waste as an investible opportunity

Gold had an underwhelming 2022. Does gold currently look like an attractive hedge against the median market scenario?

Fallen angels bonds benefit from a variety of debt market dislocations and key performance drivers. What are the characteristics of this sweet spot in credit?

Are theories from the Austrian school of economics relevant to today’s monetary policy? We debunk ideas concerning inflation, rates and money supply.

All Roads is the long-only multi-asset range of LOIM. It is designed to provide genuine diversification and smooth returns.

Capturing opportunities as the energy system transitions to an electrified model.

Plastic gets a bad rap because of our wasteful economic model, but a lower carbon, circular model for this useful material is coming.

In this case study, we discuss the innovative ways that cities are integrating nature into the built environment and helping to protect biodiversity.  

When investing in fallen angel bonds, being active is key to help avoid falling knives. Case studies from Ford and Adler show our approach in action. 

Each asset class seems to anticipate a different economic scenario, but they agree on one thing: the expectation of a soft landing.

Our second bi-monthly on plastics circularity focuses on scientists’ calls to massively increase recycling, ambitious US bioplastics targets and funding for sustainable fashion.

How can investors position for a credit crunch? In fixed income, equities, multi asset and alternatives, our CIOs consider what attractive options exist.

The disruption caused by fintech has been profound. How will digitalisation continue to alter the financial services landscape?  

A key question for investors today is when to start positioning portfolios for a post-recession period. Does history provide an answer?

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?