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Takeaways from the IMF and World Bank annual meetings
investment viewpoints

Takeaways from the IMF and World Bank annual meetings

Enjoying the “sweet spot” while scanning the horizon for potential storms

As leading innovators in responsible investing for 20 years, we want to share our lessons learned and deep knowledge with investors. 

Lombard Odier Investment Managers announces the appointment of Eric Roeleven as Head of Institutional Sales, Zurich as of 1 October 2017.

It’s time for investors to rethink European equities
investment viewpoints

It’s time for investors to rethink European equities

Europe’s ‘lost decade’ of economic prosperity has been a concern for investors for some time now. Geopolitical uncertainty, the spectre of the sovereign and financial crises, and an outlook of low growth have all played their part in dampening investors’ appetite for European equities. However, we believe the landscape has changed – Europe’s recovering growth, increased business confidence and accommodative monetary policy indicate positive dynamics for investment that are not yet priced into attractive European equity market valuations. 

Different shades of Brexit and German elections
investment viewpoints

Different shades of Brexit and German elections

The much-awaited May speech on a Brexit roadmap in Florence was important as it narrowed down the different shades of Brexit on the table and reduced speculation around various scenarios, for example over whether there would even be an exit deal.

Up to this point, we think Britain had worked itself into a prisoner’s dilemma, where self-interest based narrow "rationality” was looking likely to lead to a sub-optimal Nash equilibrium from both Britain's and the EU's perspective. 

investment viewpoints

The great unwinding by the Fed begins

In a widely expected move, the Federal Reserve kept interest rates unchanged and announced a timeline to put its stimulus programme into reverse from next month and reduce its $4.5 trillion balance sheet.

investment viewpoints

Federal Reserve Meeting – Balance-Sheet Mixes with Fed Rates

While investors widely expect the Federal Reserve (‘FOMC’) to leave interest rate policy unchanged this week at between 1.00% and 1.25%, most anticipate the Committee will announce the start of the reversal of quantitative easing and the reduction of its $4.4trillion balance sheet, given the highly publicised journey taken towards this point and Yellen’s recent speech at Jackson Hole. 

“Bank of England – Back to its Inflation Targeting Roots?”
investment viewpoints

“Bank of England – Back to its Inflation Targeting Roots?”

As expected, the Monetary Policy Committee (‘MPC’) of the Bank of England kept its policy rate at 0.25% by a vote of 7-2 and the other parameters of monetary policy unchanged.

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