insights.

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.

Shellfish are the super-filters of the sea with each one capable of cleaning over 65,000 litres of polluted water a year. And they never switch off. It’s time to see nature for what it really is, our most valuable industry.

The UK’s economic recovery is both faster and stronger than its EU neighbours. Can it last?

As momentum gathers for eco-friendly policies, we must invest in our natural resources and transition to an economy that preserves and harnesses nature.

During an event by SGInnovate on sustainable finance, carbon markets and AI, panellist Dr Christopher Kaminker, Head of Sustainable Investment Research, Strategy and Stewardship at Lombard Odier Investment Managers outlined the steps to achieve a Net Zero economy. Discover more here.

President Biden is applying lessons learned a decade ago. The US is injecting massive economic stimulus at every level, in contrast to the austerity after the Great Financial Crisis.

Only a small percentage of plastic waste is recycled due to inefficient methods. In our latest FT Rethink video, discover how chemical recycling could be pivotal in our journey to a truly circular economy.

The US-hosted climate summit confirmed new net-zero carbon targets. This decarbonisation path is shifting the way investors build portfolios for better risk-adjusted returns.

Philippe Gay and Andreas Arni, both Co-Heads of Swiss Market at Lombard Odier, share their experience on planning your retirement without stress, whatever your situation or concerns.

During an event at the British-Swiss Chamber of Commerce, keynote speaker Patrick Odier outlined the mutual benefits of a bilateral agreement between Switzerland and the UK’ financial sectors and the challenges ahead.

Philippe Gay and Andreas Arni, both Co-Heads of Swiss Market at Lombard Odier, explain why it’s essential that you take stock of your financial and tax situation before relocating abroad, to avoid any unpleasant surprises.

Stabilising US yields and the April seasonality effect have pushed the US dollar lower this month. This trend will continue as long as the recovery remains robust.

The US is poised to reverse decades of underspending on its infrastructure with a USD 2.25 trillion plan to make its economy more sustainable. That will create some winners.

In an interview with Bilan, Patrick Odier discusses the importance of sustainable investment, the role Swiss banks played during the pandemic and their resilience in time of crisis.

As vaccine distributions across the EU are set to accelerate, we expect the bloc’s outlook for economic growth to improve in the months ahead.

In our latest FT Rethink video, we take a close look at the importance of energy storing technologies. As the renewable energy transition is well underway, the use of batteries will prove indispensable in managing our electricity grids.

The pandemic has disrupted lives and challenged well-established norms. A year on, we take a look at five lessons to help us build back better.

Investors’ attention, caught by a recent case of excessive leverage, is turning to record debt levels. As economies recover, cheap credit masks inefficiencies and assessing debt is ever more important.

Philippe Gay and Andreas Arni, both Co-Heads of Swiss Market at Lombard Odier, explain our cross-functional approach to tax-efficient management (TEM), portfolio management, wealth planning and technology, developed over the past ten years. 

As the global upswing accelerates, we build on our cyclical asset exposures. Discover our second-quarter investment strategy with CIO Private Bank Stéphane Monier and Chief Economist Samy Chaar.

Green hydrogen offers a path to cleaner industry and transport, but production and infrastructure challenges mean that it looks more viable over time.