insights.

As geopolitical rivalry grows, it’s easy to assume investment opportunities would diminish. Yet competition between great powers is simply reshaping where opportunity is found, as the US and China move to defend their national interests.

Conventional wisdom says as we live longer, an ageing society will drain the economy. But with the help of AI, the older generation will become a vital economic force of the future. A more productive world is a world worth investing in.

Right now, sustainable investing is being questioned. But the cold reality of global heating cares nothing for market fluctuations. The environmental transition is unstoppable. To ignore this is a risky investment decision.

As geopolitical rivalry grows, it’s easy to assume investment opportunities would diminish. Yet competition between great powers is simply reshaping where opportunity is found, as the US and China move to defend their national interests.

In today’s rapidly changing world, it is easy for investors to be knocked off course. At Lombard Odier, we always take the long-term view, basing our decisions not on today’s ‘noise’, or the prevailing wisdom, but on a deep understanding of the systems changes the world is going through.

Meat production has increased six fold since the 1950s. As a result, land used to feed the growing population is putting pressure on natural resources such as rivers and forests. Tackling these problems is central to building sustainable companies across all industries.

There’s a pharmaceutical goldmine beneath the waves just waiting to be tapped. However, human activity is having a debilitating impact on our potential to prevent, treat and cure everything from inconvenient ailments to the most ruinous maladies of our age. The future of medicine is at stake.

In the coming decades, artificial general intelligence could present us with a tightrope to infinity. Will we be prepared for a safe crossing, or do we risk a plunge into oblivion?