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    Corporate confidence points to further equity upside
    investment insights

    Corporate confidence points to further equity upside

    Can stock markets keep up their momentum? We see record share buybacks, sound capex programmes and diminished macroeconomic risks supporting high, single-digit potential.
    What’s next for US assets?
    investment insights

    What’s next for US assets?

    After the rebound in US equities, we examine how trade agreements and improving investor sentiment impacts the outlook for US assets.
    Must-see charts for investors in May
    investment insightscircular economy
    investment insightscircular economynet zeroelectrification

    Must-see charts for investors in May

    Our key charts for May 2025 highlight how shifting macroeconomic conditions are accelerating the strategic role of private assets and driving long-term investment opportunities linked to electrification.
    Gold – a valuable but volatile haven
    investment insights

    Gold – a valuable but volatile haven

    Gold prices are volatile, but the precious metal still plays an important diversification role in portfolios. We examine its historical performance alongside that of other alternative havens. 
    Pricing equity risk amid tariff uncertainty
    investment insights

    Pricing equity risk amid tariff uncertainty

    We look at the impact of higher policy uncertainty on implied equity risk premia (ERP), or the extra return investors expect for owning stocks rather than bonds.
    Emerging equities offer compelling valuations, short-term headwinds
    investment insights

    Emerging equities offer compelling valuations, short-term headwinds

    We look at the trade and economic uncertainties surrounding emerging equities and their valuations, along with the potential for growth.
    Trump, tariffs and Europe’s “shock therapy” – Michael Strobaek explores a changing economic landscape
    investment insights

    Trump, tariffs and Europe’s “shock therapy” – Michael Strobaek explores a changing economic landscape

    Michael Strobaek, Global CIO at Lombard Odier, explores the implications of Trump’s tariffs for China and Europe, and how investors should approach asset allocation as uncertainty deepens.
    The US is down, but not out
    investment insights

    The US is down, but not out

    Can the US economy avoid a contraction, and will US financial assets recover? We look at the recent volatility, and the tools to combat it.
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