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Low conviction for now
investment insights

Low conviction for now

Growth slowdown concerns dominate the FX markets. Lower visibility in the near-term underpins the US dollar, and heralds narrow trading ranges in major currency pairs. We adopt a cautious stance.

‘Net-zero economic growth’ need not be a contradiction
rethink sustainability net zero

‘Net-zero economic growth’ need not be a contradiction

Climate change has severely affected both developed nations and low- and middle-income countries (LMICs). Today, LMICs have an opportunity to join the race to net zero and foster economic growth. Read more here.

Trigger warning: five ways to buy time for net zero and prepare for net negative

The climate crisis has reached a tipping point and now the world is racing to turn off the carbon tap. But ceasing emissions is not enough. We need to look at ways to drain carbon from the atmosphere. Discover 5 ways to achieve net zero and read more on our net zero strategy.

Challenge or opportunity? Rethinking hard-to-abate sectors
rethink sustainability net zero

Challenge or opportunity? Rethinking hard-to-abate sectors

Hard-to-abate sectors are those for which the transition to net zero is either technologically or financially difficult. These account for a third of global carbon emissions. We see a huge opportunity in companies in these sectors that are looking for ways to cut emissions. Read more on our net zero strategy here.

The unexpected portfolio – a holistic approach to investing for net zero

As the race to net zero is more urgent than ever, companies in high-emitting sectors, that are on the right path to decarbonisation, are too often neglected. We believe these “ice-cubes” will be the big winners of the transition.

German elections: a chance to further consolidate the EU project ?

After almost 16 years, Germany’s federal election will replace Angela Merkel as Chancellor. The tri-partite coalition that will likely emerge won’t radically alter the country’s European policy.

Sustainable investing in five easy questions
rethink sustainability sustainable business

Sustainable investing in five easy questions

As investors, it is now vital to take sustainability issues into consideration when building portfolios. But there are many elements to keep track of and the best way to go is not always clear. Our experts answered the 5 key questions on sustainable investing. Discover them here.

Making fashion take responsibility
rethink sustainability sustainable business

Making fashion take responsibility

During a seminar held by Lombard Odier called 'Unlocking style and colour in a sustainable way', Dr. Marie Owens Thomsen, Head of Global Trends and Sustainability, discussed the sustainability issues facing the fashion industry in Africa and beyond.