Outlook for Emerging Markets

Salman Ahmed, Chief Global Strategist, discusses his outlook for emerging markets and how investors should approach investing in this sector.

WATCH VIDEO
ABOUT LOMBARD ODIER IM

Sharper thinking

Lombard Odier IM is the asset management of Lombard Odier, focused on institutional investors, third-party distributors and financial intermediaries.

LEARN MORE ABOUT US
OUTLOOK FOR EMERGING MARKETS
CONVERTIBLE BONDS

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
About Lombard Odier IM
Outlook for Emerging Markets

OUR THINKING

THOUGHT LEADERSHIP & ANALYSIS FROM OUR TEAM OF EXPERTS

21 July 2016
 

Salman Ahmed, Chief Investment Strategist

"July’s ECB meeting is widely expected to result in a hold decision from the central bank."

 

Insurance Linked Securities (ILS) are an attractive asset class for investors in today’s market environment. In a portfolio of traditional assets these securities are regarded as good diversifiers.

We believe that companies who target the "silver generation" have an opportunity to grow faster than the market.LO Funds–Golden Age is a long-only global equity strategy that looks to benefit from one of the most important worldwide trends – an ageing demographic.

11 July 2016
 

Salman Ahmed, Chief Investment Strategist

“Prudence is the name of the game, which means trying to build safer portfolios that trade less, reduce duration risk and limit access to poor liquidity instruments and create additional diversification.”

30 June 2016
 

EM equities team

We believe Brexit could lead to a recessionary environment in the UK and a marked slowdown in the EU economy. The ECB is therefore likely to continue its accommodative monetary policy, and the expected US tightening cycle might be postponed or be more modest than initially anticipated.

24 June 2016
 

Jan Straatman, Global Chief Investment Officer

Salman Ahmed, Chief Investment Strategist


Brexit has happened, bringing unlimited uncertainty and permanently redrawing the UK, European and global investment landscape.

 

Fixed Income 2.0: Central bank intervention has fundamentally altered fixed income markets. We think investors need to redesign their fixed income exposure to better capture yield and manage default risks.

The direct intervention of key central banks to fulfil economic objectives has structurally altered fixed income markets. The sustained use of quantitative easing followed by deeper negative interest rates has created an environment that arguably forces investors to look further afield for yield. Furthermore, investors are facing unrewarded risks arising from increased herding and tighter regulation, which is spelling the end of friction-less access to cash.

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.