A new paradigm in fixed income markets

Salman Ahmed, Chief Investment Strategist, explains how investors need to rethink fixed income investing in order to mitigate today’s challenges and embrace a new paradigm of bond investing focussed on trading less and quality.

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Convertible Bonds

For investors wishing to access the compelling benefits of convertible bonds, we are a natural choice. Lombard Odier Investment Managers is a market leader in convertible bonds with a strong track record and an experienced team.

A MARKET LEADER IN CONVERTIBLE BONDS
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2017 Investment Outlook

We see a positive outlook for 2017 but this by no means invites complacency - the need for investors to rethink their investment approach will be more important than ever in 2017.

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OUR THINKING

THOUGHT LEADERSHIP & ANALYSIS FROM OUR TEAM OF EXPERTS

Tackling climate change is one of the biggest challenges of our generation. We believe climate bonds can allow investors’ capital to have environmental impact without sacrificing investment returns.

17 March 2017

Discover our five principles for the “new paradigm” fixed-income portfolio

10 January 2017

Salman Ahmed and Jan Straatman on the rise of populism in some of the world’s most important economies which has led to a lot of talk about a “return to the 1930s”.

We’ve grown stronger through 40 financial crises, not by standing still and waiting for them to pass, but by re-evaluating and rethinking the world around us.

In the new investment paradigm, the search for yield remains at the forefront of investors’ objectives, increasing the appeal of corporate credit. We believe that the crossover “BBB-BB” segment of corporate credit offers a compelling alternative to investment grade.

10 February 2017

Salman Ahmed offers a positive view on emerging market bonds, currencies and equities for the first time in more than five years, following a punishing bear market.

The common sense alternative we call fundamental fixed income.

INVESTMENT PILLARS

SUCCESSFULLY EXPLOITING THE INVESTMENT OPPORTUNITIES CREATED BY MARKET DISLOCATIONS TAKES SKILL AND EXPERIENCE.

Smart Beta

Smart beta aims to deliver more efficient market exposure than traditional benchmarks.

  • Fundamental: our fixed income approach weighs issuers based on economic fundamentals rather than relying on debt levels.
  • Systematic: we apply a systematic approach to improve equity and alternatives strategies.
High Conviction

Our High Conviction teams aim to deliver alpha in benchmark-unconstrained, long-only portfolios while maximising risk-adjusted returns.

The teams have the freedom to focus on managing risk and generating returns.

Absolute return

Our Absolute Return investment teams target returns that are uncorrelated to market cycles and free from any systematic factors.

We also manage less liquid strategies which are designed to benefit from an illiquidity premium and aim to provide long-term protection from inflation.

Multi asset

We believe that risk-based asset allocation is key to achieving better diversification, capital protection and stable long-term performance.

In our view, clients’ objectives should be translated into a risk budget, rather than targeted returns.