insights.

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.

At the opening of the WEF, Hubert Keller, our Senior Managing Partner, highlighted the importance of an integrated approach to global wealth management in today's complex economic and geopolitical landscape. Discover more here.

French reforms aim to reduce the national debt and burden on younger generations by raising the retirement age. Are they ambitious enough? What will the economic and market impact be?

 

We look at Spinnova, the Finnish company that is creating greener alternatives to the traditional cotton industry and developing high-quality, eco-friendly fabrics. 

Appointments of Rogerio Zanin and Juliana Lage reflect the Group’s commitment to Brazil and further strengthen Lombard Odier’s local presence. Read the full media release here.

As inflation slows, we look at central banks’ priorities for the year ahead, and markets’ shifting focus on growth.

 

How can corporate sustainability create business success? Former Unilever CEO, Paul Polman, explains how the global food-giant became a beacon of change in the industry, achieving returns for investors while putting sustainability and human rights first.

India's economy is set to overtake Germany and Japan in the next 10 years. We look at the country’s prospects.

 

As an exercise in improving our portfolio construction for clients, we offer a review of how our expectations played out over 2022.

In our latest FT Rethink video, our Chief Sustainability Strategist, Michael Urban, explains how the planetary boundaries framework can help us shift towards a more sustainable future.  

In partnership with the Center for Philanthropy Studies, Fondation Lombard Odier has published a report examining how we can re-build the Swiss cultural sector post-pandemic, and render it more digital, green and fair.

Our Senior Managing Partner spoke to the Italian newspaper about how wealth managers can continue delivering consistent returns in turbulent times.

Are problems brewing for real estate investors? We analyse dynamics in commercial property markets in Switzerland and across Europe and give our 2023 outlook.

In this in-depth interview, Magdi Batato, Executive Vice President of Nestlé, says the food giant has already passed peak carbon, and that their pioneering “net-zero farms” will help them hit net zero GHG emissions by 2050.

With COP15 approaching, will the conference succeed in making progress towards protecting the biodiversity that is vital to healthy ecosystems and climate change mitigation?

China’s economic reopening is quickening. This complex process demands faster vaccinations, and ongoing fiscal and monetary support, which will boost 2023’s growth.

In our latest CLIC^® Chronicles, we spoke to Christian Buhl, CEO of Geberit, about how his company is helping to build a more sustainable sanitation sector.

With inflation still high and growth slowing, we look at prospects for the global economy and major asset classes in the first half of the year.

Patrick Odier, our former Senior Managing Partner, says European governments must take inspiration from the US, seizing the initiative on the sustainability transition by increasing incentives for business.

Japan’s improving economic growth prospects have shifted our allocation preference to the country’s small and mid-capitalisation equities.

We met with Marc Palahi, Chair of the Circular Bioeconomy Alliance, who believes forests are the backbone for life on our planet and indispensable for a net-zero future.

Lombard Odier wins Best International Private Bank and Islamic services awards at the prestigious WealthBriefing MENA Awards for Excellence 2022.

A new report from Lombard Odier highlights the key characteristics that define young HNW investors in the Middle East today. 

Exclusive survey by Lombard Odier reveals Next Gen Middle East investment trends. Click to read more. 

Twelve months after the Nasdaq’s record high, we look at why the tech sector may be poised to rebound in 2023.

At the Swiss Impact Forum Dr. Johan Rockström warned that five out of our nine planetary boundaries have already been breached. Read about the systems changes we need to bring about a sustainable future, and the importance of finance in helping high-emitting sectors to adapt.