insights.

The US budget, now passed by Congress, implies an even larger deficit and does little for the American economy. We keep our US economic outlook unchanged.

In the face of geopolitical fragmentation and the slowdown in the US, Europe must reset its priorities. What are the implications for investors? A look back at our most recent Rethink Perspectives event.

Lombard Odier was proud to join three high-profile sustainability events during London Climate Action Week 2025 to bring forests to the heart of climate discussions and help shape the future of nature finance.  

This week we look at the evolution of sustainable investments and how the sector is proving resilient as it adapts to policy instability and pressures.

We examine market impacts of the Iran-Israel conflict and explain why staying invested may be the right move in 2025.

Markets face a new paradigm as US policies reshape global trade and geopolitics. How can investors navigate the risks? Discover our new investment strategy video.

Tax reforms, cybersecurity and business succession: what challenges do Swiss entrepreneurs from the Canton of Vaud face in 2025? We take stock of the situation and consider the obstacles ahead.

Given policy uncertainties and geopolitical tensions, we offer ten investment convictions for the rest of the year.