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Swiss bonds: the importance of managing risk premia
fixed incomeSwiss Franc bonds
fixed incomeSwiss Franc bonds

Swiss bonds: the importance of managing risk premia

Security selection is growing more vital in the current market environment, and active management of risk premia can help limit exposure to vulnerable issuers.  
Upbeat macro, moody market
cross assetconvertibles
cross assetconvertiblesequitiesfixed incomemulti-asset

Upbeat macro, moody market

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.
Fixed income: repositioning for rate cuts
fixed income

Fixed income: repositioning for rate cuts

The Q4 Alphorum explains our positioning across sovereign markets and credit sectors as the global interest-rate cutting cycle progresses.
Can the SNB pause now?
fixed incomefixed income
fixed incomefixed incomeRegionalSwiss Franc bonds

Can the SNB pause now?

The Swiss National Bank once again chose to lower interest rates at its June meeting. What does the move reflect about the SNB’s views on inflation and growth, and should we expect more cuts? 

Managing liquidity risk in Swiss bond portfolios
fixed incomefixed income
fixed incomefixed incomeRegionalSwiss Franc bonds

Managing liquidity risk in Swiss bond portfolios

Swiss bond portfolios are always exposed to a certain amount of liquidity risk, even though the market trades daily. We outline how to adequately manage these risks.

3 years of TargetNetZero investment-grade credit
fixed incomeTNZ Fixed Income
fixed incomeTNZ Fixed Income

3 years of TargetNetZero investment-grade credit

Three years since launching our high-conviction, net-zero-focused credit strategies, we assess the progress made towards their financial and climate objectives.

LOIM wins six Lipper Awards for Asia Value Bond
media releasesAsset Management
media releasesAsset ManagementInstitutionalConsultantsDBDCInsuranceOfficial institutionsInvestment strategiesThemesCorporateWholesaleBanksEndowmentsFund of fundsGeronne IndependantsThird party asset managersfixed incomeAsia value bondsRegional

LOIM wins six Lipper Awards for Asia Value Bond

LO  Funds – Asia Value Bond Fund wins Best APAC Hard Currency Bond Fund over 10 Years award in six jurisdictions.

10 years of Asia Value Bonds: investing in growth
fixed incomeAsset Management
fixed incomeAsset ManagementInstitutionalConsultantsDBDCInsuranceOfficial institutionsInvestment strategiesWholesaleBanksEndowmentsFund of fundsGeronne IndependantsThird party asset managersfixed incomeAsia value bondsRegional

10 years of Asia Value Bonds: investing in growth

To mark the 10-year anniversary of our Asia Value Bond strategy, we look back at key milestones and look forward to a positive outlook for USD-denominated credit in the region.

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