insights.

This quarter, Alphorum explores how tariffs and fiscal policy are influencing fixed income alongside monetary policy, and approaches to capturing carry while balancing credit and duration risks. 

High-quality companies, robust earnings and attractive valuations offer a positive backdrop for key FinTech equity themes in 2025 – including rising M&A and the evolution of cryptocurrencies and digital payments.

The interplay between more balanced growth momentum and fiscal consolidation in 2025 could fuel market volatility, reinforcing the case for diversification. 

To mark 3-years of Fallen Angels Recovery, we explore why our active approach was critical and show an investment example in real estate.

How can circular business models provide a competitive edge? At Building Bridges, LOIM’s Felix Philipp and corporate executives made the commercial case for circularity.

How can investing in nature-based agriculture turn greater consumption and profitability into an environmental virtue? At Building Bridges 2024, LOIM helped articulate the opportunity.  

Delivering a chunky rate cut at its latest meeting, the Swiss central bank acted decisively in the face of deflationary forces. What comes next?

In this Q&A, our nature specialist explores the ability of nature-based solutions to combat the biodiversity loss and climate-change crises while promoting a circular bioeconomy.