Independent thinking and a specialist approach

OUR THINKING

Thought leadership & analysis from our team of experts. Our 111 investment professionals work in independent investment boutiques, enabling them to leverage their specialist investment skills, while benefiting from the overarching support of our investment platform. This approach results in dedicated teams with deep expertise and the confidence to take an independent view of markets. Learn more about the Lombard Odier IM approach through our latest research and videos.

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.

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04 July 2017
 

“A new paradigm for central banks?”

Didier Rabattu, Salman Ahmed and Charles St-Arnaud describe the new paradigm facing central banks and the outlook for European and EM equities, as well as EM debt.

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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

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Videos

Lombard Odier IM experts present their views on economic developments.

Emerging Market Debt Opportunity with Salman Ahmed

Salman Ahmed on globalisation 2.0 and key risks for emerging markets

A distinct approach to investing in European equities

A distinct approach to investing in European equities (in French)

Global Macros

2017 Investment Outlook

Alternative Risk Premia

Rethink Everything

Emerging Markets

Rethink your EM debt exposure.
One size doesn't fit all. Watch our short video for a look at fundamentals-driven EM fixed income.

Fundamental fixed income in four minutes

We believe a fundamentally-driven approach brings three core benefits:

1. Greater diversification
2. Less concentrated risk
3. A more intuitive approach to lending.

The result is fixed income market exposure with added commonsense.

Emerging Market Debt Opportunity with Salman Ahmed

Salman Ahmed on globalisation 2.0 and key risks for...

A distinct approach to investing in European equities

A distinct approach to investing in European equities...

Global Macros

2017 Investment Outlook

Alternative Risk Premia

Rethink Everything

Emerging Markets

Rethink your EM debt exposure.
One...

Fundamental fixed income in four minutes

We believe a fundamentally-driven approach brings three...