insights.

What will the second half hold: a US recession, an ongoing rally in risk assets? We give our H2 forecasts for the major economies and asset classes.

Lombard Odier’s B Corp™ status has been reaffirmed by B Lab^®, after the Bank became the first global wealth and asset manager to receive the certification in 2019.

Private assets remain a key component of a well-diversified portfolio for eligible investors. Higher capital costs are driving a focus on value. Manager selection, and access, are crucial for performance.

 

The United Arab Emirates offers new succession planning opportunities for non-Muslim expats, since a new law came into force on 1 February, 2023.

Since 2008, Fondation Philanthropia has received more than 40 sheltered funds and distributed a total of CHF 75 million. Read the full media release here. 

Find out how Beauty Disrupted is revolutionising an industry by giving soap bars a much-needed makeover.

It’s too early to predict AI winners, but investment into the semiconductors on which the technology depends will breed a new generation of start-ups.

 

In order to hit net-zero targets, the world will need 2 billion batteries for electric vehicles (EVs) by 2050. And for this, lithium supply will be key. Watch our video with the FT here.

What do we expect to happen to the dollar this year, and are we seeing reliance on the dollar wane? 

 

In this edition of the CLIC^® Chronicles, meet Camille Vever, CEO of jewellery giant Vever, and learn about how she plans to turn the iconic House into a sustainability beacon.

The climate transition will be built around four main pillars: land and ocean use, energy, materials and carbon, explains Frédéric Rochat in a column in Le Temps.

China still offers portfolio diversification and its economy is enjoying macroeconomic support. We look at the risks, and our preferences in Chinese financial assets.

 

Many founders dream about their exit but when they finally get there, they are unsure of how to proceed. Carl Verbrugge, Partner at Lombard Odier Group, shares his tips on what to consider before selling your company.

Find out how our partnership with PensExpert has enabled us to expand our existing offering in the area of occupational as well as private pension provision since February 2023. 

Markets remain focussed on small US banks’ health. Tighter regulation is likely, and it will affect US banking profits.

 

Buildings account for a third of global carbon emissions. To reach net zero, we need to create smart buildings and retrofit existing infrastructure. As our economy electrifies, unexpected profit pools will come to the fore – enter the humble sheep.

As residential solar energy increases, homes won’t just consume energy, they’ll produce and distribute it to the grid. They’ll turn into their very own power stations. Electrification is giving rise to a deep, fundamental rewiring of the economy. Here’s how.

Agriculture now claims 50% of all habitable land on Earth. We must return 20% to nature if we are to build a sustainable future. By investing in modern farming solutions, like regenerative agriculture, there is a path forward to a new food system.

Meet Glowee, the living light start-up wielding the bioluminescence power of marine microorganisms to create beautiful, environmentally friendly light installations.

For energy storage to match the growth of renewable production, rapid scale-up of long-duration storage methods is needed. Here, we look at five new technologies that could one day help underpin a new economy powered by near-limitless renewable energy.

A technical US default remains unlikely, but the consequences would be so dramatic that it deserves investors’ attention. We look at the possible, and likely scenarios.

 

Our Managing Partner, Frédéric Rochat, spoke to Il Sole 24 Ore about the stability of the Swiss wealth management sector and the strength that comes from being a privately owned, independent firm.

Where will the Fed and ECB go from here – and what impact will banking turmoil have?

 

For Hubert Keller, Senior Managing Partner of Lombard Odier, the transition towards a net-zero economy can generate additional investment performance – provided we look at what companies produce, and not just how they operate. 

Can the electrification of our economy be considered “the greatest opportunity in the history of capitalism?” Lombard Odier's recent sustainable finance course with University of Oxford delved into the science and economics of the sustainable transition of our economy.

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.

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 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.