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.

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.

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Videos

Lombard Odier IM experts present their views on economic developments.

Salman Ahmed on globalisation 2.0 and key risks for emerging markets

Emerging Markets with Salman Ahmed

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

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 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.

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

Emerging Markets with Salman Ahmed

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

Fundamental fixed income in four minutes

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

Emerging Markets

Rethink your EM debt exposure.
One...