Insight & market news

Insight and market news

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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27 July 2017
 

Salman Ahmed, Chief Investment Strategist at Lombard Odier Investment Managers comments on the July Federal Reserve meeting

20 July 2017
 

Salman Ahmed, Chief Investment Strategist and Charles St-Arnaud, Senior Investment Strategist, Lombard Odier IM comment on July’s ECB meeting.

17 March 2017

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

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.

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.

 

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