insights.

Hubert Keller, our Co-Senior Managing Partner, analyses the transformation of our economic model and the companies that are leading the way towards a Circular, Lean, Inclusive and Clean (CLIC™) economic model. Discover our investment convictions here.

Together with Access To Water, Lombard Odier has launched a new investment solution that aims to support the distribution of 60 million litres of clean water per year fulfilling the daily needs of over 83’500 people in Senegal, and provide water efficiency. Read more about this initiative here. 

Learn more about our latest recommendations in Asia for H2 2021 from Jean-Louis Nakamura, Chief Investment Officer, Asia. 

Methane leaks have proven very dangerous to the environment and extremely difficult to track. Over the last 15 years, scientists have developed a way to track the gas using satellites. Read more here. 

Discover here the current challenges and opportunities linked to healthcare, as well as the underlying trends that the Covid-19 pandemic has accelerated with Jérôme Berton, a healthcare portfolio manager and pharmacist.

US inflation hit a three-year high as pandemic-hit sectors recover and shortages raise prices. The Fed should still pace asset tapering and interest rate rises in line with full employment.  

If used in the right way, technology can be an enabler of sustainability and encourage the transition to a cleaner future. Discover more here with our experts Geoffroy de Ridder, Head of Technology & Operations and Richard Denglos, Head of IT Infrastructure

At the “Gemeinsam für Zürich” online event by the Finanz und Wirtschaft Forum, Patrick Odier, Senior Managing Partner, shared his views on how Switzerland should become the default destination for sustainable finance.

Asia has to transition to a circular economy, but will face many challenges – and opportunities - along the way. Read more here.

OPEC+’s members disagreed over how fast to restore oil supplies as recoveries drive consumption. With no shortage of oil, and an oversupply risk, we see Brent stabilising around USD 60-70/barrel.

Plastic pollution gravely affects the environment on which we depend, and it is vital that we find ways to stop this crisis. Discover our top tips on how to reduce plastic pollution and save ourselves. 

Covid-19 has disrupted the Swiss real estate market. What are the new trends? While demand for detached houses are on the rise, supply is expected to stall this year and the residential segment outperformed the rest of the market. More from our expert here

This unique collaboration creates the first endowed professorship in sustainable finance at any major global research university and involves collaboration between the banking group and the university on a range of sustainable finance projects.

In order to reinvent trust in the digital age, the EPFL, in collaboration with Lombard Odier, created the C4DT. Discover more here with Martin Vetterli, President, EPFL.

Globally diversified portfolios offer many benefits to investors, but they come with currency risks. And as every portfolio is different, so too are their optimal FX hedging strategies.

How China deals with its waste problem will impact not only itself, but the rest of the world as well. The country has created several initiatives that should help. Find out more.

As Covid’s most contagious mutation gains ground, threatening the pace of economic re-openings, we look at the prospects for markets. Vaccines remain effective and we are positioned for robust growth.

We update our FX forecasts following the Fed’s recent interest rate guidance. We expect the US dollar to weaken in the medium term, and the euro to gain as the region’s recovery strengthens. In emerging markets, we maintain our preference for the Chinese renminbi.

Patrick Odier, Senior Managing Partner, explains how financial institutions are learning to incorporate climate and social considerations into their risk calculations. 

At Lombard Odier, we believe that sustainable investments improve the performance of our clients’ portfolios. Our CIO Private Bank, Stéphane Monier discusses the impact of sustainable investing in transitioning to a sustainable future. Discover more here.

Japan has been on a mission to increase its food self-sufficiency for some years now. Recent initiatives in digital farming could help. Read more here.

With investor attention dominated by the path of the pandemic recovery and inflation, we offer our top ten investment convictions for the six months ahead.

We are pleased to announce that Lombard Odier has been honoured at the PWM Wealth Tech Awards 2021 with the first of its “Best Private Bank for ESG Technology” Award.

The US economic engine is powering ahead, and momentum is accelerating in Europe. Strong growth bodes well for risk assets. Discover our new Q3 2021 investment strategy video.

Carbon pricing is critical to the net-zero transition. The end of fossil-fuel subsidies, promised by the G7 by 2025, will change the market and prove a milestone. Investors take note.

Our expertise in wealth management, as well as in sustainability and technology, has been recognised

In March 2001, Lombard Odier became one of the first Swiss private banks to open an office in Paris. On its 20th anniversary, we take the opportunity to talk to our new Head of office, Edouard de Saint-Pierre. Read more here.

A strong economic restart is a critical point for inflation. Despite a hot summer ahead for prices in reopening-sensitive sectors, inflation is bound to cool down to pre-pandemic patterns. 

Our experts explore the acceleration of sustainability in the Middle East, and how the pandemic has been a catalyst for policymakers, investors and consumers alike. 

What are the UK’s entrepreneurs thinking, and how are they acting, after the events of a tumultuous year? Read our new research report to learn more.

In 2020, Lombard Odier and the University of Oxford announced a partnership on sustainable finance in order to create a platform for knowledge exchange between academia and financial services. Discover more here with Dr. Ben Caldecott.

A leap in US consumer prices shouldn’t be mistaken for a more fundamental switch to longer-term high inflation. Risk assets remain attractive, supported by monetary policy as inflation normalises.

Hubert Keller, our Managing Partner, alongside other experts, discussed how companies need to capture the opportunities that come with embracing the net-zero transition at our latest event on the race to net-zero.

In our latest FT Rethink video, discover the different ways to make aviation greener. Today, aviation requires fuel. But companies and scientists are looking at alternatives and technologies to put the aviation sector on the road to net-zero emissions. 

As demand for oil recovers, markets are focused on the prospects for a deal limiting Iran’s nuclear ambitions and renewing exports. We look at the implications for the oil price. 

In this week’s CLIC^® Chronicles, we talk with Swiss fashion brand Muntagnard about how we can create a circular and sustainable fashion industry by using biofabrics and rethinking production processes.  Read more here. 

The EURCHF reached a five-year low in May 2020. Based on the analysis of structural and cyclical factors, we believe it will end the year around 1.12. But vaccine rollout delays and issues in pandemic relief present risks.

This week we look at Japan’s recovery, slowed by new Covid restrictions ahead of July’s planned Olympic Games. We expect the yen to appreciate and remain underweight in equities where we see better opportunities elsewhere.

In our latest FT Rethink video, discover how recycled goods can transform the retail sector and give us a way to a truly circular economy.

Emerging economies’ growth may get back on track in early 2022 as they lag much of the developed world. We remain highly selective in portfolios.

Hear from our experts on the value of natural capital. At our recent online event “Nature – The world’s most valuable industry”, we highlighted the innovations towards a sustainable future and how market forces and consumer behaviours are leading the change

We expect dollar weakness to continue as global recovery advances. The euro is set to benefit from an improving pandemic and macro context in Europe. In emerging markets, the renminbi remains well supported, with room for more appreciation.

Our experts discussed the value of natural capital during the “Nature – The world’s most valuable industry” online event and highlighted the changes towards a sustainable future being driven by market forces and consumer behaviours.

Our experts discussed the potential of hydrogen power in the journey to net zero, and answered questions on the risks surrounding this fast-evolving industry. More here.

EU states are set to spend EUR 750 bn on revitalising their post-pandemic economies. Long term, the biggest impact may be on the euro.

The renminbi has appreciated on strong macroeconomic fundamentals. While our outlook on the Chinese currency remains positive, we monitor a number of key risks. 

An economic recovery is underway as vaccination programmes accelerate. In the meantime, the US is investing trillions in its recovery, sustainability offers great investment potential & new technologies change the face of banking. More from our CIO & Chief Economist

Bees and other natural pollinators have an annual economic value of USD 500 billion. They are responsible for crop yields and health. But their populations are in decline and without them, our economies and way of life are at risk.

Forests are vital to our way of life. They are responsible for the production of oxygen and a valuable source of Natural Capital. However, they could not survive without ants. Discover more on this essential workforce and read more on our Natural Capital strategy.

The agricultural industry uses chemical fertilisers that pose a threat to our health and the planet. Yet a nature-based solution can be found in guano – seabird excrement. Discover more on how we can better harness the power of nature in farming practices using seabirds.