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Trump takes on tech and trade
investment viewpoints

Trump takes on tech and trade

After stabilising in mid-February, equity markets are once again correcting.

At its ‘Rethink Responsible Capital’ symposium held in Zurich on 12th March, Lombard Odier Investment Managers (Lombard Odier IM) gathered political, business and investment leaders to discuss how the world is changing in the face of significant social and environmental challenges, and how investors can gear portfolios for this new paradigm. 

investment viewpoints

A sustainability revolution is underway

A sustainability revolution is underway, which will drive economic and investment outcomes over the long term.

On 12 March, the Lombard Odier Rethink Responsible Capital symposium brought together political, business and investment leaders to discuss how our world is changing in the face of significant social and environmental challenges, and how investors can gear their portfolios for this new paradigm.

As Al Gore, former US Vice President and co-founder of Generation Investment Management told the audience during his keynote speech: “The sustainability revolution is the single largest investment opportunity in history.”

The death of Goldilocks?
investment viewpoints

The death of Goldilocks?

Over the last few days, the markets have been increasingly focused on the specter of a global trade war, triggered by the recent US policy announcement. The Trump administration’s decision to slap tariffs on steel and aluminum caught the market by surprise on Friday. In addition, the rhetoric accompanying the tariffs announcement has been very sharp, led by President Trump himself, and has led to both the EU and Canada reacting with concrete warnings of their own

Lombard Odier Investment Managers backs alternatives strategy with sustainability focus

Lombard Odier Investment Managers announces the appointment of Arnaud Langlois to launch a global equity long/short investment strategy with a sustainability focus.

investment viewpoints

Brazil – a conundrum for investors

Brazil is no stranger to corruption claims and political instability. But to ignore this market is to ignore a potential source of valuable yield.

investment viewpoints

Equity sell-off: Bear beginnings or necessary correction?

  • Inflation is, to us, the sleeping giant threatening to derail “Goldilocks”
  • An equity market correction  is unsurprising after a period of exuberance, but technical factors exacerbated the move
  • Macro fundamentals remain supportive for equities, but investors to beware of the return of volatility
  • We favour European and emerging markets equities; remain negative duration risk.
Draghi’s Euro push back has no bite
global perspectives

Draghi’s Euro push back has no bite

As we expected, the ECB kept its statement unchanged alongside no change in policy

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