A new paradigm in fixed income markets

Salman Ahmed, Chief Investment Strategist, explains how investors need to rethink fixed income investing in order to mitigate today’s challenges and embrace a new paradigm of bond investing focussed on trading less and quality.

READ NOW
Previous
Next

Convertible Bonds

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.

A MARKET LEADER IN CONVERTIBLE BONDS
Previous
Next

OUR THINKING

THOUGHT LEADERSHIP & ANALYSIS FROM OUR TEAM OF EXPERTS

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.

17 May 2017
by Salman Ahmed, Chief Investment Strategist

The performance of the European economy, especially relative to that of the US, is fast becoming a tangible reality.

China’s misunderstood debt challenges

While China’s debt burden is a concern for investors, we believe that its strong external balance sheet, heavily managed capital account and healthy trade balances reduce the likelihood of a financial meltdown.

 

I nostri pilastri d'investimento


Smart Beta

Scopo delle strategie «smart beta» è quello di offrire un’esposizione ai mercati più efficiente rispetto a quella offerta dai benchmark tradizionali.

  • Fondamentale: il nostro approccio nel reddito fisso pondera gli emittenti in base ai fondamentali economici anziché basarsi sul loro livello di indebitamento
  • Sistematico: applichiamo un approccio sistematico per ottimizzare le strategie azionarie e alternative.
High Conviction

I nostri team ad alta convinzione mirano a generare alpha mediante portafogli long-only svincolati dai benchmark, massimizzando al contempo i rendimenti corretti per il rischio.

I nostri team d’investimento hanno la libertà di concentrarsi sulla gestione del rischio e la generazione di rendimenti.

Absolute return

I nostri team d’investimento a rendimento assoluto hanno l’obiettivo di generare rendimenti decorrelati dai cicli di mercato e liberi da qualsiasi fattore sistematico.

Gestiamo anche strategie meno liquide che beneficiano di un premio di illiquidità e hanno l’obiettivo di offrire protezione dall’inflazione a lungo termine.

Multi asset

A nostro avviso, gli obiettivi dei clienti devono essere tradotti in budget di rischio anziché in obiettivo di rendimento.