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Evergrande prompts China to put its house in order
investment insights

Evergrande prompts China to put its house in order

China’s property crisis provides an opportunity to address weaknesses in the sector’s financing. Short-term growth will decline, but the economy remains on track to expand this year and next.

Using private capital for public good
corporate net zero

Using private capital for public good

Why is the race towards net zero key for investors and companies? And how can we deploy capital with a net-zero mindset? Our Senior Managing Partner Hubert Keller took part in a panel to discuss the opportunities and the challenges of the transition, from risks of climate exposure and rethinking exclusion to investing in technology.

The journey to net zero – climate risks and opportunities
corporate net zero

The journey to net zero – climate risks and opportunities

The transition towards net zero offers both risks and opportunities: transition exposure, physical risk and liability risk. How can we align to a net-zero economy in this new reality? Who are the winners and losers? Discover our approach to net-zero investing here

Restructuring Evergrande: controlled demolition
investment insights

Restructuring Evergrande: controlled demolition

Evergrande is testing the solidity of China’s financial eco-system. We expect its debt to be restructured, and wider systemic implications to remain limited. Post-default, government action should prove effective.

US plans fiscal spending to step-up as Fed tapering kicks-in
investment insights

US plans fiscal spending to step-up as Fed tapering kicks-in

Planned US fiscal spending worth USD 3.5 trillion would reverse decades of public underinvestment, offering the world’s biggest economy an additional boost as the Fed plans to scale-back pandemic support.

Lombard Odier hire Alberica Brivio Sforza as the new Managing Director for Private Banking in Italy

Appointing Alberica Brivio Sforza reflects our long-term commitment to the Italian market and our desire to offer our clients the expertise of a reputable Managing Director. Read the full media release here.

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.