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Inflation risks rise as US economic slack erodes
global perspectives

Inflation risks rise as US economic slack erodes

In recent years, policymakers in many countries have been puzzled that inflation and wage growth have remained weak despite low unemployment. 

The Insurance Linked Strategies (ILS) team at Lombard Odier Investment Managers (‘Lombard Odier IM’) has completed its first bond transaction using blockchain, the immutable ledger for recording transactions. The team’s purchase of catastrophe bonds is believed to be among the first secondary market transaction completed on blockchain. 

global perspectives

2018 Outlook: Big Bang or Steady State?

In 2018 central banks across the globe will begin to withdraw the multi-trillion dollar support they have been injecting into economies for the past decade. How will economies and financial markets fare? 

Market update: Is South Africa losing sight of true north?
investment viewpoints

Market update: Is South Africa losing sight of true north?

Fundamental Fixed Income
Market update: is South Africa losing sight of true north?

No surprises from the ECB
global perspectives

No surprises from the ECB

As was widely expected, the European Central Bank has kept its monetary policy unchanged, both in terms of the level of interest rates and the pace of the Asset Purchase Programme (APP). The ECB also reiterated the flexibility of its policy saying that “the Governing Council stands ready to increase the APP in terms of size and/or duration,” if needed

global perspectives

Global Perspective: FOMC meeting preview

The US Federal Reserve is holding its last Federal Open Market Committee (FOMC) meeting of the year on 13 December. We and the market widely expect the FOMC to increase its policy rate by 25bps to 1.25%-1.50%. Key for investors now: what impact will the planned fiscal stimulus have and how many rate hikes will there be next year? On the latter we believe investors may need to reprice their expectations

Lombard Odier Investment Managers (‘Lombard Odier IM’) announces the appointment of Velida Jahic as Head of Nordics

Commodity prices and inflation
global perspectives

Commodity prices and inflation

We expect the recent commodity price rise to continue through 2018.

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