Lombard Odier Investment Managers | Asset Management

US rate cuts are priced in: any further upside?
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US rate cuts are priced in: any further upside?

Simply put explores what’s factored into markets from looming US rate cuts and why correlations could also influence asset prices.

Is the US economy headed for a recession?
investment viewpointsInstitutional
investment viewpointsInstitutionalMulti-assetWholesaleAll roads

How to foster disinflation without a recession

Amid a slowdown in the US economy, Simply put investigates the role of lower growth in aiding the Federal Reserve’s fight against inflation. 

Is the US economy headed for a recession?
investment viewpointsInstitutional
investment viewpointsInstitutionalMulti-assetWholesaleAll roads

Is the US economy headed for a recession?

US unemployment is currently a source of market concern, but is the world’s biggest economy really headed for a recession? 

What are the investment cycle’s next steps?
investment viewpointsInstitutional
investment viewpointsInstitutionalMulti-assetWholesaleAll roads

What are the investment cycle’s next steps?

Economic indicators currently offer mixed signals. Can nowcasting provide a more coherent guide for where the investment cycle is heading?

our sustainable framework model.

Discover our dedicated sustainability research capabilities, our investment framework and how we articulate our product offering.

stewardship.

Stewardship plays a vital role in informing the investment process to enhance and protect the value of clients' assets.
we are adapting portfolios to the environmental transition and creating novel strategies centred on nature-positive and climate-aligned goals