insights.

Has inflation shifted the monetary policy paradigm? Probably not. We set out our expectations for long-term inflation, and the way central banks steer economies.

 

Lombard Odier’s UK resident non-domiciled (RND) service has won the prestigious PAM award for Innovation. It is the first automated, end-to-end RND wealth management service in the UK.

Lombard Odier is honoured to receive two awards from BILANZ magazine. Now in their 15th year, the awards are among the most respected in the Swiss banking landscape.

In his new role as Chief Investment Officer for Lombard Odier’s private client activities, Michael Strobaek’s deep expertise will be key in delivering long-term performance and in helping clients navigate challenging markets. Read the full media release here.

Do equity investors have their heads in the sand?

We have raised our target price for gold. The precious metal is reacting to economic worries, geopolitical risks, and reflecting expectations that interest rates are close to peaking.

 

Sustainable aviation fuels (SAFs) could play a central role in helping the aviation industry transition to a low-emissions future. Watch our new video with the FT and discover how some companies aim to power new planes on 100% SAF by 2030.

The results of the survey conducted by Lombard Odier reveal that wealthy investors in Switzerland consider sustainability to be an investment priority. Read the press release here.

Friend-shoring is re-shaping global supply chains. We see five potential emerging market winners.

 

Will OPEC+ oil supply cuts halt the disinflationary trend? We do not believe so. As growth slows, this decision shouldn’t have come as a surprise for markets.

 

Will recent financial stress upend the global economic outlook? Discover our Q2 2023 investment strategy video.

The eurozone’s core inflation looks sticky, but growth prospects are improving. We see the euro strengthening against the dollar.

 

In part II, we hear from Ian Wilkinson. He celebrates earthworms, combines centuries-old wisdom with modern understanding to revive soil health, and believes food production is on the cusp of revolution.

Investors are seeking answers – we present our views on some of their top concerns.

Lombard Odier continued its winning streak this year by collecting three new trophies at the WealthBriefing European Awards 2023: Best Client Initiative - UK, Best Client Initiative - Europe and Best Operations Team. 

Is farming on the verge of revolution? Ian Wilkinson, co-founder of FarmED, believes momentum is building towards a regenerative approach to farming that rebuilds soil stability and fertility.

Lombard Odier establishes a Corporate Advisory centre of expertise, aiming to support its entrepreneur clients in all strategic decisions. Read the full media release here. 

Does the Spring Budget herald an improving outlook for the UK economy?

 

What does stress in markets mean for central banks and the direction of interest rates?

At the Bloomberg Invest summit in London, our Senior Managing Partner Hubert Keller outlined how the systemic shifts brought about by the environmental transition are creating new sources of profits.

Are we entering a new age of AI chatbots, machine learning and robotics? We analyse the possibilities.

 

We consider recent developments in the banking sector and authorities' decisive action to stem financial stress.

 

As the world’s pile of plastic waste keeps getting bigger, French company Carbios believes they’ve found the solution – plastic-munching enzymes.

The Fed’s outlook is unusually uncertain as economic data and recent banking sector failures challenge the path to slowing the economy.

 

How can we create a more sustainable electronics sector? More than 50 million tonnes of e-waste is discarded every year but many firms are rethinking their product design. Recycling, repair and refurbishment could soon be the norm. Watch our video with the FT.

Andreas Arni, Head of the Swiss market at Lombard Odier, talks to Le Temps about Swiss investment trends and regional preferences, following a survey of 300 wealthy individuals in Switzerland.

We analyse corporate earnings and outlooks for what they are telling us about the health of the economy – as well as discussing where we see opportunities in equity markets.

 

Read our full-year 2022 Group results here. The Group’s total client assets stood at CHF 300 billion at end-2022. Its balance sheet remains strong, liquid and conservatively invested.

What’s the best asset management solution for a wealthy, modern family – a promising fintech or an established private bank? We look at what to consider when selecting a wealth consolidation and monitoring system for your family assets.

Strong growth and inflation data have wrong-footed markets. What does this mean for our forecasts and portfolio positioning?

 

In this FT Rethink video, we look at carbon markets. As the world continues to focus on reducing carbon emissions and mitigating the effects of climate change, this emerging asset class will unlock unique investment opportunities.

In this edition of the CLIC^® Chronicles, discover how Swiss-based company Sika is leading the way towards sustainable construction, reducing resource use and building strategic partnerships for low-carbon materials.

In an interview with Finanz und Wirtschaft, Jean-Pascal Porcherot, our Managing Partner, shared his outlook for the year ahead on markets and the sustainability transition.

A boost to the US’s clean energy transition creates opportunities and winners, and raises questions for international competition.

 

We meet Zalando, the clothing giant going against the fast-fashion trend with digital innovations and new infrastructure leading the push to sustainable fashion.

We meet Ecoalf, the visionary Spanish fashion brand that sees waste as a resource.

At our recent Rethink Perspectives event, we explored the rapid electrification of energy systems, the emergence of unexpected new profit pools, and the impact of inflation and war on the pace of the transition.

Emerging markets are proving resilient as inflation peaks and are poised to benefit from a reopening China. We offer an investment perspective.

 

This year, our awards recognise the expertise, brand image and cutting-edge technology that we combine to deliver excellent service for our clients.

The UK economy is underperforming. A mix of domestic-driven inflation, underinvestment and rising living costs have created labour market shortages and strikes.

 

Will the dollar weaken further? And what should we expect for other developed and emerging market currencies? Many long-term trends have reversed, shifting the outlook for key currency pairs.

In our latest CLIC^® Chronicles, we talk to the CEO of Stadler – the Swiss railway company that’s offering a greener, cleaner mode of travel. Discover more on their net-zero ambitions and circular model here.

Japan’s outlook is brightening as growth rises. With inflation also normalising, its new central bank governor faces a conundrum on the next steps for monetary policy.

 

How can investors better understand the business models of the future and build sustainable portfolios? Our Head of Sustainability Research, Thomas Höhne-Sparborth, outlines the vital role of companies in the transition to a more sustainable economic model. 

The outlook is shifting as China reopens and inflation slows, bringing new investment opportunities and more volatility. Discover our Q1 2023 investment strategy video.

In our latest CLIC^® Shapers video, we look at VIU, the Swiss company creating eco-friendly, fashionable eyewear. 

The breached US debt ceiling creates a very small, but potential shock, to global markets. As the US dollar slows, we remain vigilant.

 

At Lombard Odier's "Rethinking Food Systems" event in Davos, experts outlined how we can create more sustainable food systems, move away from animal-based consumption and support small-holding farmers who feed one third of the population. Discover more here. 

We review our major currency forecasts in light of dynamic shifts in inflation, energy prices and global growth revisions.

From making the most of your food and home energy to cheaper, greener fashion, discover ten New Year's resolutions that promote both sustainability and personal well-being.