insights.

We present our long-term, risk-adjusted return expectations for the major asset classes. These are shaped by our macroeconomic assumptions, and underpin our portfolio construction.

This week we highlight the fourth quarter’s strong earnings season, with investors rewarding clear AI monetisation, broadening US leadership, and outperforming emerging markets.

Lombard Odier received the WealthBriefing Swiss Award 2026 for Best Customer Facing Digital Capabilities, recognising its My LO platform and continued investment in client-focussed digital solutions.

We set out the reasons for our recent upgrades to the growth outlooks for the US, euro area and Chinese economies.

How should investors consider the role of sovereign bonds in portfolios? We look at changing demand dynamics, an evolving portfolio role – and the ongoing appeal of the asset class for domestic investors.

In a volatile geopolitical landscape, staying invested remains key. Explore why emerging markets, quality dividends, fixed income, and convertibles offer compelling opportunities in 2026.

Discover the advantages of private banking with Lombard Odier: Swiss stability, bespoke wealth management, sustainable investing, private assets, and global expertise.

From US isolationism to the rise of emerging markets, Lombard Odier experts explore how investors can navigate geopolitical upheaval and a changing global order at our latest Rethink Perspectives event.