fixed income.

strong heritage of innovation

 

Fixed income investing is a key area of expertise for Lombard Odier Investment Managers, accounting for more than a third of our assets under management. Since we began offering bond strategies in 1985 we have been constantly innovating to help our clients navigate the changing world.

 

Never before has this innovation been more important: the new fixed income paradigm has created unprecedented challenges for investors and highlighted the shortcomings of traditional investment approaches.
 

fit-for-purpose approaches

Designed to help investors address today’s challenges, our fundamentals-based approach puts the emphasis on bond issuers’ credit quality rather than simply favouring the most indebted issuers, as is the norm for market-cap based approaches. This focus on quality results in trading less frequently, reducing the need to access increasingly-fractured bond market liquidity. In markets where we believe there are significant inefficiencies to exploit, we adopt a high-conviction investment approach. Examples include the Asian and Swiss debt markets, where our strategies combine local expertise with macro and micro insights from across the fixed income platform. In addition, our dedicated liquidity management team draws on extensive experience to offer a range of cash management solutions.


investing with impact

For investors seeking to make a genuine impact with their investments, we offer a dedicated fundamental responsible bond strategy. This applies our proprietary fundamentals-based approach and invests in genuinely sustainable businesses – identified using our proprietary ESG scoring approach that puts an emphasis on tangible results – as well as limiting carbon footprint. In addition, we offer a climate bond strategy in partnership with Affirmative Investment Management – the first asset manager dedicated to offering fixed income strategies that target positive climate and social impact. Benefiting from Lombard Odier IM’s deep expertise in credit analysis, the partnership combines each firms’ strengths with the aim of helping investors make a verifiable impact without compromising investment returns.

 

broad range

Sovereign debt Corporate credit Cash solutions Impact
Global
European
Emerging market
Inflation-linked
Investment grade
Crossover
High yield
Money market
Ultra-low duration bonds
Fundamental responsible
bond
Climate bond

 

Lombard Odier IM Fundamentally Weighted Indices