Lombard Odier Investment Managers | Asset Management

What happens when markets price a no-landing scenario, but the macro data suggests otherwise? In Simply put, we explain why one of the two needs to give. 

This Q&A with our Sustainable Private Credit team considers market dynamics in direct lending and why there is a compelling case for non-sponsored allocations. 

We focus on normalisation in this quarterly issue of Simply put – of market and macro conditions, and correlations among risk premia.

The Swiss National Bank surprised with an interest rate cut at its March meeting. What drove monetary policy and how does it impact fixed income investors?