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.

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 March 2017

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

10 January 2017

Salman Ahmed and Jan Straatman on the rise of populism in some of the world’s most important economies which has led to a lot of talk about a “return to the 1930s”.

We’ve grown stronger through 40 financial crises, not by standing still and waiting for them to pass, but by re-evaluating and rethinking the world around us.

In the new investment paradigm, the search for yield remains at the forefront of investors’ objectives, increasing the appeal of corporate credit. We believe that the crossover “BBB-BB” segment of corporate credit offers a compelling alternative to investment grade.

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Videos

Lombard Odier IM experts present their views on economic developments.

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.

L'approche fondamentale : un nouveau point de départ pour votre gestion obligataire?

Outlook for Emerging Markets

LO Funds-CAT Bonds

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...

L'approche fondamentale : un nouveau point de départ...

Outlook for Emerging Markets

LO Funds-CAT Bonds