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.
28 July 2017
“Have emerging markets outgrown tantrums?”
Salman Ahmed and Charles St-Arnaud discuss why they continue to think that emerging market assets offer attractive opportunities, despite signals from some developed market central banks that monetary policy is likely to tighten.
Watch Salman Ahmed, Chief Investment Strategist, on why we believe emerging market debt is attractive and why investors should rethink implementation when it comes to this asset class.
LO Funds - Europe High Conviction is one of the top-performing European Equity funds thanks to its research-driven and highly structured investment approach.
27 July 2017
Salman Ahmed, Chief Investment Strategist at Lombard Odier Investment Managers comments on the July Federal Reserve meeting
20 July 2017
Salman Ahmed, Chief Investment Strategist and Charles St-Arnaud, Senior Investment Strategist, Lombard Odier IM comment on July’s ECB meeting.
17 March 2017
Discover our five principles for the “new paradigm” fixed-income portfolio
Smart beta aims to deliver more efficient market exposure than traditional benchmarks.
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.
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.
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.