asset management.
Lombard Odier Investment Managers is the asset management business of the Lombard Odier Group. We are solely focused on our clients - institutional investors and financial intermediaries. Our firm is independently-owned by its partners, and this structure means our interests are wholly aligned with our clients and we are 100% focused on them. We provide a range of investment solutions including:
themes.
The aftermath of the global financial crisis has created a new paradigm in fixed income, posing far-reaching challenges for investors. Low or negative yields in key bond markets mean searching for yield is a key concern for investors. And with the very nature of bonds now altered, investors are forced to rethink asset allocation. In their search for yield we believe investors should consider taking more credit risk and explore emerging market debt.
Indeed, our positivity on emerging markets extends also to equities, where we believe increased economic strength is not fully captured in asset valuations; similarly, european equities are also an attractive destination for investors, in our view. Regardless of the asset class, investors are increasingly taking into account extra-financial considerations – seeking to invest with impact – but they must look for the right expertise or risk their capital being put to work in a way they did not intend.
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asset classes.
Our investment capabilities include fixed income, convertible bonds, equities, multi-asset, alternatives and impact. In each area we have carefully developed investment approaches that we believe are best suited to meet investors’ objectives in the modern investment landscape. We organise our investment professionals into independent investment boutiques thereby allowing them the freedom to focus on delivering risk-adjusted returns in their specialist area while benefiting from the resources of our global investment platform.
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investment funds.
Our extensive range of mutual funds gives investors access to the best of our strategies across a broad range of asset classes. In addition, we offer a selection of exchanged-traded funds (ETFs), offered in partnership with ETF Securities.
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press.
The latest news, commentary and strategic perspectives for media from Lombard Odier Investment Managers
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The great unwinding by the Fed begins
In a widely expected move, the Federal Reserve kept interest rates unchanged and announced a timeline to put its stimulus programme into reverse from next month and reduce its $4.5 trillion balance sheet.
Federal Reserve Meeting – Balance-Sheet Mixes with Fed Rates
While investors widely expect the Federal Reserve (‘FOMC’) to leave interest rate policy unchanged this week at between 1.00% and 1.25%, most anticipate the Committee will announce the start of the reversal of quantitative easing and the reduction of its $4.4trillion balance sheet, given the highly publicised journey taken towards this point and Yellen’s recent speech at Jackson Hole.
“Bank of England – Back to its Inflation Targeting Roots?”
As expected, the Monetary Policy Committee (‘MPC’) of the Bank of England kept its policy rate at 0.25% by a vote of 7-2 and the other parameters of monetary policy unchanged.
“NAFTA 2.0: The impact is unlikely to be contained to North America”
Salman Ahmed and Charles St-Arnaud discuss the ongoing North American Free Trade Agreement (NAFTA) renegotiations, the associated risks and implications for investors.
Yellen cautiously echoes our views on fractured bond market liquidity
Salman Ahmed and Charles St Arnaud discuss the concerns that Janet Yellen expressed over the possible side effects of tighter regulation on financial markets. Some of her worries specifically echoed their view that central bank action and increased regulation have led to a fracture in secondary market liquidity in fixed income.
“Jackson Hole: what to watch out for”
Charles St-Arnaud and Salman Ahmed discuss what this year’s gathering of central bankers at Jackson Hole might have in store for markets and share their views on the outlook for monetary policy in the US and Europe.