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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OUR THINKING

THOUGHT LEADERSHIP & ANALYSIS FROM OUR TEAM OF EXPERTS

16 June 2017
 

As a market leader in convertible bonds1, we explain the basics of convertible bond structures and argue that this profile is ideally suited for navigating the new fixed income paradigm of low yields and elevated interest-rate risk, and uncertainty around equity and bond valuations, the business cycle and political risk.

1 Based on AUM size, as at 31 May 2017.

21 June 2017
by Didier Rabattu, Head of Equities

Didier Rabattu, Head of Equities at Lombard Odier IM, comments on China’s inclusion in the MSCI index.

9 June 2017
by Salman Ahmed, Chief Investment Strategist

Salman Ahmed, Chief Investment Strategist, comments on the outcome of the 2017 UK General Election.

03 May 2017


Discussion of the increasingly important topic of impact investing remains beset by a number of myths and misconceptions. In this paper we attempt to dispel some of these myths, and describe what impact investing means to Lombard Odier and how we integrate it into our practice.

 

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 May 2017
by Salman Ahmed, Chief Investment Strategist

The performance of the European economy, especially relative to that of the US, is fast becoming a tangible reality.

17 March 2017

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

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.