Lombard Odier | Swiss Private Bank Since 1796

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Germany is making an historic fiscal shift that could transform its, and European, economy. Relaxing Germany's "debt brake" will unlock a massive half-trillion euro investment in infrastructure and defence. This bold move – racing against a parliamentary deadline – is a response to a changing global landscape, including the ‘America first’ approach of the US under President Trump. Europe’s not sitting idle either. The European Commission’s new defence package aligns with Germany’s plans, surprising markets. Collectively, these measures signal a stronger, more resilient Europe. What does this mean for Europe’s role on the world stage? Read our analysis here: http://spkl.io/6041fqYu9 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

What impact can US policy have on infrastructure investments? Following the redrawing of supply chains in the years since Brexit, Covid and the first Trump administration, geopolitical competition is now accelerating competition to invest in critical infrastructure. We look at spending efforts on both sides of the Atlantic to improve infrastructure resilience and build capacity: http://spkl.io/6047fqJQH #economicoutlooks #investmentinsights #rethinkeveverything #lombardodier

How can investors position themselves for the shifts ahead in 2025? Recently, Lombard Odier was honoured to welcome guests to exclusive events in Cape Town and Johannesburg. There, our in-house experts provided key insights into the global economy and South Africa’s investment landscape. With economic growth, inflation, and central bank policies shaping markets, 2025 is set to bring both challenges and opportunities. A potential second Trump administration could reinforce US market exceptionalism, with implications for the rand and broader South African assets. In an increasingly multipolar world, investors will need to navigate uncertainty with agility. Our experts—including Bart van Leemput, Partner and Group Managing Director, Corinne Loretan Musa, Team Lead Africa, and Nannette Hechler-Fayd'herbe, Head Investment Strategy, Sustainability and Research, and CIO EMEA—provided valuable perspectives on how investors can maintain a competitive edge. #macroeconomics #inflation #economy #rethinkeveverything #lombardodier

How should your asset allocation adapt to life’s different stages? This is a particularly relevant question for women investors, who can experience broad fluctuations in their revenue through the course of their lives. This new edition of LO Women Invest explores the topic in detail, focussing on the importance of asset allocation to building portfolios that deliver returns over time: http://spkl.io/6046foBFK #LOWomen #rethinkinvestment #rethinkeverything #lombardodier

How might the Swiss economy, Europe’s most US-export dependent, fare in the face of the Trump administration’s tariff threats? Over the past four years, the US has overtaken Germany as Switzerland’s largest export market. A double-edged sword in the current tense trade environment? We examine the outlook: http://spkl.io/6049fWpa1 #economicoutlooks #investmentinsights #rethinkeveverything #lombardodier

Lombard Odier reports its full-year 2024 results. At the end of December 2024, the Group had total client assets of CHF 327 billion, up 11% year-on-year, lifted by strong investment performance and positive markets. “As an investment firm, we’ve delivered best-in-class performance for our clients in the face of volatile and increasingly concentrated markets. As we head into another year with multiple geopolitical and economic challenges, we continue to remain close to our clients as a highly stable provider of bespoke investment solutions and advice” said Hubert Keller, Senior Managing Partner. Read more here: http://spkl.io/6049fmmBZ #rethinkeverything #lombardodier

Investors are bracing for a new regime. Will the Trump administration’s policies prove a game changer for the US, and global economies? The US is shifting gears and investors need to be prepared for higher volatility and turbulent times. So how are we positioning portfolios? As the first quarter of 2025 kicks off, we retain our equity, US dollar, corporate bonds and gold overweight allocations – while remaining highly vigilant. Discover our investment strategy in detail in this new video featuring Samy Chaar, PhD, Chief Economist and CIO Switzerland: http://spkl.io/6044fcvd8 #economicoutlooks #investmentinsights #rethinkeveverything #lombardodier

How does the GAEA initiative accelerate sustainability efforts? Lombard Odier is proud to support the GAEA Awards, launched at the 2024 World Economic Forum (WEF) in Davos. These awards recognise partnerships driving transformative change in climate and nature. The GAEA initiative (Giving to Amplify Earth Action) unites the public, private, and philanthropic sectors to tackle urgent environmental challenges and advance global sustainability. The GAEA Awards Trophy, made from sustainable materials, symbolizes the power of collaboration and collective action for a sustainable future. #wef2025 #GAEAawards #sustainability #rethinksustainability #lombardodier

What are the economic and investment implications for the Trump administration’s first policy initiatives? So far, announcements closely match campaign pledges, but lack detail. This makes them difficult to model, but means that they remain in line with our expectations. More moderate tariffs, and a more aggressive immigration policy, could balance each other out, potentially proving neutral for US inflation. Read more here: http://spkl.io/6041fc9vJ #economicoutlooks #investmentinsights #rethinkeveverything #lombardodier

What does the future of sustainable investing look like in a fast-changing world? Our Senior Managing Partner, Hubert Keller, shared his insights live on CNBC’s Squawk Box at the World Economic Forum in Davos. In discussion with Stephen Sedgwick and Karen Tso, he examined the forces reshaping global markets and outlined innovative strategies to navigate the transition towards a net zero, nature-positive, and digitally enabled economy. Watch the full interview replay here: http://spkl.io/6048fimww #WEF2025 #Davos #sustainability #rethinksustainability #rethinkeverything

Which economies are most exposed to US tariffs on their goods exports? Which of them have room to negotiate? We examine the data on US trade balances with key countries and offer a closer analysis of Brazil. Brazil’s higher tariffs on US imports may be offset by the fact that the Latin American economy imports more than it exports to the American market. Read more here: http://spkl.io/6042fSsl0 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

What impact might Trump’s policies have on investments? The landscape is shifting. From 2 April 2025, new tariffs may introduce some market fluctuations, with a clear emphasis on trade priorities. Tax cuts and streamlined regulations are designed to support steady economic growth this year. Efforts to lower energy costs and borrowing rates are also underway, with the Federal Reserve expected to ease rates twice. Despite market volatility, inflation appears to remain stable. We take a look at priorities set out by the US president in his speech to Congress: http://spkl.io/6047fqn0S #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Will the German elections set Europe's largest economy on the road to recovery? Can a new, more stable government at the heart of the EU respond to Germany’s economic and geopolitical challenges? We look at the results of the vote and set out our investment positioning: http://spkl.io/6044foLnK #economicoutlooks #investmentinsights #rethinkeveverything #lombardodier

If the US and Russia reset relations, where does that leave Europe, and global investors? The consequences of US policy are wide-ranging, from international energy prices to inflation and bond yields. As a result, risk-adjusted returns across asset classes are likely to shift, necessitating broad portfolio diversification. Read more here: http://spkl.io/6049fWQbX #economicoutlooks #investmentinsights #rethinkeveverything #lombardodier

What are the key investment trends shaping January 2025? Bitcoin’s rise past $100,000 in 2024, with a 120% return, has drawn institutional interest but remains volatile and speculative. In contrast, US high-yield bonds offer more stability, delivering strong returns in sectors like energy and luxury hospitality, supported by a resilient economy and pro-business policies. Meanwhile, the reusable packaging market, set to grow from $132.8 billion in 2024 to $214.3 billion by 2032, combines financial potential with sustainability, aligning investments with efforts to reduce plastic pollution. Read more here: http://spkl.io/6046fYHSy #economicoutlooks #investmentinsights #rethinkeveverything #lombardodier

Investors are bracing for a new regime. Will the Trump administration’s policies prove a game changer for the US, and global economies? The US is shifting gears and investors need to be prepared for higher volatility and turbulent times. So how are we positioning portfolios? As the first quarter of 2025 kicks off, we retain our equity, US dollar, corporate bonds and gold overweight allocations – while remaining highly vigilant. Discover our investment strategy in detail in this new video featuring Samy Chaar, PhD, Chief Economist and CIO Switzerland: http://spkl.io/6040fcQNp #economicoutlooks #investmentinsights #rethinkeveverything #lombardodier

How can sustainable investments drive real change and lead the transition to a net-zero, nature-positive future? Elise Beaufils, Deputy Head of Sustainability Research at Investment Managers (LOIM), shared key insights in FundsPeople – a financial publication for asset management professionals in Southern Europe – on the bank’s focus on sustainable investments aimed at delivering long-term returns while driving the transition to a net-zero, nature-positive world. A background in nuclear engineering has given Elise special insight into the energy transition, and helped her play a key role in scaling Lombard Odier IM’s sustainability analytics, including pioneering the Implied Temperature Rise (ITR) model to track climate goal alignment. She also leads initiatives on circular plastics, investing in innovative solutions across the plastic value chain to reduce emissions and waste. Read the full article here: http://spkl.io/6043fixEL #nature #netzero #sustainability #rethinksustainability #lombardodier

Trump is withdrawing the US from the Paris Agreement, slashing climate spending, and rolling back legislation. How will this impact sustainable investing? We explore the implications. President Trump will withdraw the US from the Paris Agreement, while cutting the country’s climate spending, and rolling back legislation. What impact will this have for sustainable investing? We examine the implications across sectors: http://spkl.io/6041fiwVf #economicoutlooks #investmentinsights #lombardodier #rethinkeveverything #lombardodier

Are your clothes fashionably old? While the world’s leading designers gather for the prestigious Milan Fashion Week, and with Paris Fashion Week just around the corner, the industry is undergoing a revolution. As leading luxury fashion resale platform Vestiaire Collective puts it, “old” has become “the new new”. Discover why in our video with the Financial Times, where we explore how consumers are driving a shift towards sustainability and accessibility through fashion resale – a market now growing six times faster than traditional fashion: http://spkl.io/6041f9wzN #fashionweek #fashion #sustainability #rethinksustainability #rethinkeveverything #lombardodier

Donald Trump's return to the White House will shake up economic and political relations between the major global blocs. Four economists from the Swiss financial sector shared and debated their predictions for 2025 with the newspaper Le Temps. Nannette Hechler-Fayd'herbe was part of this panel, serving as CIO EMEA and Head of Investment Strategy, Sustainability, and Research. Discover their perspectives on growth, inflation, financial markets, technology, and even the Swiss franc: http://spkl.io/6046fgCSr #economicoutlooks #investmentinsights #lombardodier #rethinkeveverything #lombardodier