News

Rethinking Manufacturing - 18/01/2017

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As orders are placed at the touch of a button, and consumer demand for new “stuff” continues to increase, retailers are having to rethink their business and manufacturing models to keep up.

 

 

Media release - 16/01/2017

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Annika Falkengren and Denis Pittet to be appointed as new Managing Partners of the Lombard Odier Group

Anne-Marie de Weck to retire as Managing Partner after 20 years at the Firm

Nominations provide solid base for the continuity and further build-up of the Lombard Odier Group

Continued commitment to unique and differentiated partnership model – where partners act as owners of the Firm, managers of the Group and are personally involved with client servicing

New Partners will join the existing team to further drive the Group’s ongoing development across wealth management, asset management and technology solutions.

Corporate - 12/01/2017

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"We wanted our campaign to reflect our ability to reinvent ourselves, to rethink things for both our customers and the House."




 

Rethinking Reality - 09/01/2017

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Microsoft’s HoloLens has been hailed as the future of computing. A mixed reality device, it enables users to see holograms in the real world around them, creating a powerful and interactive 3D experience like never before. Lee Schuneman is Studio Head at Microsoft’s Lift London, and it’s his responsibility to develop experiences for the technology. 

Quarterly Investment Strategy - 30/12/2016

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Donald Trump’s election to the US Presidency has been cheered by investors. We maintain a constructive view on the reflationary macro environment, which is favourable to risk-taking.
Going forward, given the sharp re-pricing that has already taken place in financial markets, we will be carefully monitoring the two risks to this trend: US dollar strength and protectionism.
OPEC ’s decision to cut production should put a floor on oil prices – supporting our recently-initiated long position in commodities.
Intensifying protectionist threats are testing recently renewed investor confidence in emerging assets. We remain overweight based on improving fundamentals and the stabilisation of the commodity complex.

Quarterly Investment Strategy - 29/12/2016

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Cyclically, the policy changes promised by the next US President could serve to vindicate Abenomics – enhancing 2017 prospects for the Japanese economy.
The Bank of Japan (BoJ) is now the undisputed pro-cyclical leader of the western world.
Longer term, however, Japan needs much more than monetary or fiscal measures to fix its structural issues.

Quarterly Investment Strategy - 28/12/2016

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A constructive macroeconomic outlook for the US, commodities and China should also help sustain the ongoing recovery in emerging economies, protectionist threats notwithstanding.
Russia has regained policy credibility and stands to benefit from improving oil prospects in the medium term, but vulnerabilities remain in the longer term.
Brazil has probably seen the worst of its down cycle, but unpopular fiscal reforms lying ahead pose risks to the recovery.
Indian prospects are more promising, with pro-growth monetary policies now possible.

Quarterly Investment Strategy - 23/12/2016

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Politics have taken centre stage in the Eurozone, rocking Italy and promising testing times in the lead up to the French, German and Dutch general elections.
Economic fundamentals are more sanguine, allowing for a scenario of continued moderate recovery – perhaps even helped by fiscal tailwinds in 2017.
The start of “Brexit” negotiations could hurt UK growth prospects, with cyclical weakness compounding the country’s structural imbalances.

Quarterly Investment Strategy - 22/12/2016

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Peaks in corporate profits, employment and bank lending had been signalling increasingly precarious late cycle conditions in the US.
Donald Trump’s intended stimulus plan will put the economy on a temporarily – not permanently – higher growth path.
While the Fed has shifted to a more neutral stance, letting fiscal policy take over, it will likely remain data-dependent in its interest rate policy rather than trying to preempt a pick-up in inflation. 

Quarterly Investment Strategy - 21/12/2016

InvestmentStrategy.580.jpg Financial markets have rarely seen such a bad start to the year as in 2016, with fears of a hard landing in China, falling oil prices, an industrial recession in the US and fragile solvency in the European banking sector alarming investors. As the months went on, however, the global economy demonstrated its ability to avoid these pitfalls and maintain a modest but stable pace of growth, supported by still-accommodative central banks. Political shocks then succeeded economic fears.

News

Japan: an accidental winner?

Quarterly Investment Strategy

29/12/2016

Emerging markets: Recovery still in its early innings

Quarterly Investment Strategy

28/12/2016

Europe: Still much political risk on the horizon

Quarterly Investment Strategy

23/12/2016

United States: a tired economy about to get a vitamin boost

Quarterly Investment Strategy

22/12/2016

Investment outlook 2017

Investment outlook 2017

Investment Strategy Podcast

19/12/2016

OPEC rises from the ashes

OPEC rises from the ashes

Investment Strategy Podcast

04/12/2016

Diabetes : a game-changing technology

Numeric health

18/11/2016

Post-US election investment outlook update

Post-US election investment outlook update

Investment strategy podcast

16/11/2016

Positioning portfolios for President Trump

Positioning portfolios for President Trump

Investment strategy podcast

10/11/2016

Donald Trump elected President

Investment Strategy

09/11/2016

US election update

US election update

Investment Strategy Podcast

24/10/2016

Q4 2016 Investment Outlook

Q4 2016 Investment Outlook

Investment Strategy Podcast

21/10/2016

United States: Will policy support prolong the expansion?

Quarterly Investment Strategy

21/10/2016

Japan: Alone at the forefront

Quarterly Investment Strategy

19/10/2016

US presidential election: potential market impacts

Investment strategy bulletin

12/10/2016

A politically heated final quarter

Quarterly Investment Strategy

07/10/2016

The metamorphosis of philanthropy

Philanthropy

20/09/2016

US elections 2016: more status quo than system reboot

Investment strategy bulletin

16/09/2016

ASIAN PERSPECTIVES ON ENTREPRENEURSHIP

Entrepreneurship

25/08/2016

RETURN OF THE ‘NOTORIOUS BoJ’

Investment strategy Asia

09/08/2016

CAN GOLD REALLY ACT AS A HEDGE?

Investment Strategy Bulletin

22/07/2016

WHERE ART AND INSPIRATION MEET

Partnership

19/07/2016

POLITICAL RISKS AND ECONOMIC COUNTERFORCES

Quarterly Investment Strategy

14/07/2016

Q3 2016 INVESTMENT OUTLOOK

Q3 2016 INVESTMENT OUTLOOK

Investment Strategy Podcast

13/07/2016

POSITIONING FOR BREXIT: WHAT NEXT FOR THE BANKS?

Sector update - Brexit

04/07/2016

BREXIT: MAJOR CENTRAL BANKS EXPECTED TO ACT

Investment Strategy

24/06/2016

COULD MONEY FLY?

Investment Strategy Bulletin

01/06/2016

HAPPY ANNIVERSARY UAE

Corporate

09/05/2016

EMERGING MARKETS: AN UNEXPECTED PERIOD OF PEACE

Quarterly Investment Strategy

04/05/2016

INVESTMENT OUTLOOK

INVESTMENT OUTLOOK

Investment Strategy Podcast

29/04/2016

JAPAN: IN SEARCH OF A VIRTUOUS CYCLE

Quarterly Investment Strategy

28/04/2016

EUROPE: NO SIGN OF A CREDIT BINGE

Quarterly Investment Strategy

25/04/2016

THE US ECONOMY (READ: CONSUMER) STILL HAS STAMINA

Quarterly Investment Strategy

21/04/2016

THE END OF THE CREDIT CYCLE

Fixed income monthly

19/04/2016

A SWISS PERSPECTIVE ON BREXIT: PART II

Investment Strategy Bulletin

18/04/2016

MARKET OUTLOOK: LOW, SLOW AND STABLE

Quarterly Investment Strategy

15/04/2016

A SWISS PERSPECTIVE ON BREXIT

Investment Strategy Bulletin

13/04/2016

ASSET ALLOCATION: INVESTING BEYOND THE PANIC

Quarterly Investment Strategy

12/04/2016

SWISS FINTECH INNOVATION

Association

31/03/2016

UNTAPPING LATAM’S POTENTIAL

Investment strategy

23/03/2016

EN ROUTE TO NEGATIVE RATES

Investment strategy

24/02/2016

COMMITTED TO INDEPENDENT ASSET MANAGEMENT

Strategy bulletin

23/02/2016

THE ART OF MEASURING IMPACT

Investment strategy

28/01/2016

Q1 2016 INVESTMENT OUTLOOK

Q1 2016 INVESTMENT OUTLOOK

Investment Strategy Podcast

19/01/2016

QUARTERLY INVESTMENT STRATEGY: JAPAN OUTLOOK

Investment strategy

21/12/2015

QUARTERLY INVESTMENT STRATEGY: US OUTLOOK

Investment strategy

18/12/2015

HAS RUSSIA SEEN THE WORST ?

Strategy Bulletin

03/11/2015

HOW WORRIED SHOULD WE BE ABOUT BRAZIL?

Strategy Bulletin

12/10/2015

ADAPTING TO LOWER-FOR-LONGER OIL PRICES

Strategy Bulletin

06/10/2015

INVESTING FOR A "GOLDEN AGE"

Strategy Bulletin

28/09/2015

Expert view: The Fed holds its fire, again

Expert view: The Fed holds its fire, again

Investment Strategy Podcast

18/09/2015

FED IN FOCUS

Strategy Bulletin

30/07/2015

Q3 Investment Outlook from our European bank

Q3 Investment Outlook from our European bank

Investment Strategy Podcast

15/07/2015

GREECE: AFTER THE REFERENDUM

Strategy Bulletin

06/07/2015

TIME TO RE-VISIT EMERGING MARKETS?

Strategy Bulletin

03/07/2015

Expert view: What should you do with your cash holdings?

Expert view: What should you do with your cash holdings?

Investment Strategy Podcast

26/06/2015

OIL UPSIDE IS CAPPED

Strategy Bulletin

28/05/2015

Opportunities and risks in global markets

Opportunities and risks in global markets

Investment Strategy Podcast

19/05/2015

Our Q&A on Greece

Strategy Bulletin

17/02/2015

Economic outlook 2015

Strategy Bulletin

17/12/2014

LOWER OIL PRICES:GOOD NEWS, OR BAD?

Strategy Bulletin

01/12/2014

ROUGH TIMES FOR SOUTH AMERICA

Strategy Bulletin

03/11/2014

WHY COMMODITIES ARE BACK IN FOCUS

Strategy Bulletin

05/08/2014

WILL THE SNB HAVE TO FOLLOW THE ECB?

Strategy Bulletin

20/06/2014

EMERGING MARKETS: TIME TO DIFFERENTIATE

Strategy Bulletin

16/05/2014

CHINA’S DELEVERAGING STRATEGY

Strategy Bulletin

24/04/2014

ABENOMICS. THE EASY PART IS OVER

Strategy Bulletin

18/03/2014

WHAT ARE THE ECB’S OPTIONS?

Strategy Bulletin

13/02/2014

LOWER CHINESE GROWTH AND OPPORTUNITIES

Strategy Bulletin

21/01/2014