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    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.
    Market psychology: a roadmap for rebuilding confidence
    investment insights

    Market psychology: a roadmap for rebuilding confidence

    What signs should investors be looking for to indicate that a sustainable market rally is underway in financial assets?
    Navigating the dollar’s future under Trump’s tariffs
    investment insights

    Navigating the dollar’s future under Trump’s tariffs

    The US dollar’s weakness since US tariff announcements reflect the risk to American economic growth and inflation. We examine the implications, and set out our haven preferences. 
    Five key investor questions on US tariffs
    investment insights

    Five key investor questions on US tariffs

    How might investors navigate the market turmoil triggered by US tariffs? We look at the background, and implications.
    Trump delivers trade shock
    investment insights

    Trump delivers trade shock

    We take stock of President Trump’s decision to impose broad tariffs on US imports, and the wide-ranging investment implications.
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