insights.

all
clear all
Ten Investment Convictions for H2 2026
investment insightsgeopolitics
investment insightsgeopoliticstrade war

Ten Investment Convictions for H2 2026

We look at what easing geopolitical risks, normalising oil prices and resilient growth mean for equities, bonds and currencies over the second half of the year.
Why central banks are unlikely to repeat their 2022 response: interview with Samy Chaar
In the newsgeopolitics
In the newsgeopolitics

Why central banks are unlikely to repeat their 2022 response: interview with Samy Chaar

Rising energy prices have pushed inflation higher. Lombard Odier Chief Economist and CIO Switzerland Samy Chaar explains why today's economic backdrop differs from 2022 and why central banks may not need to respond as aggressively.
Michael Strobaek on why Lombard Odier still backs European equities despite global tensions
In the newsgeopolitics
In the newsgeopoliticswealth management

Michael Strobaek on why Lombard Odier still backs European equities despite global tensions

Michael Strobaek, our global CIO, explains why European equities remain resilient despite geopolitical risks, and why investors should stay the course.
AI supercharges the race for liquid cooling solutions: what’s in store for 2026?
rethink sustainabilitytechnology
rethink sustainabilitytechnologygeopolitics

AI supercharges the race for liquid cooling solutions: what’s in store for 2026?

As AI power demands surge into 2026, liquid cooling is becoming the essential technology keeping data centres efficient, stable, and future-ready.
Defence begins at home
investment insightsgeopolitics
investment insightsgeopoliticstrade warelectrification

Defence begins at home

As global tensions rise, governments invest in defence, tech and infrastructure to boost resilience and unlock new strategic growth opportunities.
Investing for stability in an unstable world
investment insightsgeopolitics
investment insightsgeopoliticstrade warelectrification

Investing for stability in an unstable world

In a volatile world, investors must build resilient portfolios. Discover how strategic allocation and thematic investing can unlock long-term opportunities.
Rethinking stability: investing in a multipolar world
rethink everythinggeopolitics
rethink everythinggeopolitics

Rethinking stability: investing in a multipolar world

Discover how to navigate the challenges of a multipolar world with investment strategies that embrace global shifts, resilience, and long-term growth.
Defending the grid – renewables on the frontline as nations invest to build energy security
rethink everythinggeopolitics
rethink everythinggeopolitics

Defending the grid – renewables on the frontline as nations invest to build energy security

As deglobalisation gathers pace, leading nations are investing in renewables to build energy security. Discover the investment opportunities being created.
...
let's talk.
share.
newsletter.