24 April 2017
Salman Ahmed, Lombard Odier Chief Investment Strategist
Salman Ahmed comments on the results of the first round of the French presidential election which sees both mainstream parties eliminated and an increase in the probability of a pro-EU French president, but should not invite complacency.
13 April 2017
A strategic case, a tactical opportunity, an enhanced solution.
17 March 2017
Discover our five principles for the “new paradigm” fixed-income portfolio
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.
The common sense alternative we call fundamental fixed income.
10 February 2017
Salman Ahmed offers a positive view on emerging market bonds, currencies and equities for the first time in more than five years, following a punishing bear market.