Focus strategies

Focus strategies

Independent thinking and a specialist approach

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.

We believe that emerging markets are on solid footing and that current market valuations provide a substantial cushion against risks such as an unexpectedly abrupt tightening of monetary policy in the US.

Strengthening fundamentals, improving economic growth and structural reforms are helping to establish emerging market equities as a mainstream asset class.

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.

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.

The world has changed and investors are finding it increasingly challenging to find return from the traditional asset classes. With higher correlations between asset classes it has also become harder to find diversification.

 

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.

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