Lombard Odier Investment Managers | Asset Management

Converting kelp into carrier bags and a deal to build Europe’s largest sorting facility for chemical recycling are among the circularity-focused innovations and ventures covered in our latest issue of Plastic wrap. 

This week, Simply put uses econometric methods to test whether correlations are breaking down – and assesses the implications for diversification in multi-asset portfolios.

Markets may be placing too much emphasis on recent US inflation data when forecasting the direction of US interest rates. The global trend of disinflation may be more important. 

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.