insights.

Planned US fiscal spending worth USD 3.5 trillion would reverse decades of public underinvestment, offering the world’s biggest economy an additional boost as the Fed plans to scale-back pandemic support.

Appointing Alberica Brivio Sforza reflects our long-term commitment to the Italian market and our desire to offer our clients the expertise of a reputable Managing Director. Read the full media release here.

Growth slowdown concerns dominate the FX markets. Lower visibility in the near-term underpins the US dollar, and heralds narrow trading ranges in major currency pairs. We adopt a cautious stance.

Climate change has severely affected both developed nations and low- and middle-income countries (LMICs). Today, LMICs have an opportunity to join the race to net zero and foster economic growth. Read more here.

The climate crisis has reached a tipping point and now the world is racing to turn off the carbon tap. But ceasing emissions is not enough. We need to look at ways to drain carbon from the atmosphere. Discover 5 ways to achieve net zero and read more on our net zero strategy.

Hard-to-abate sectors are those for which the transition to net zero is either technologically or financially difficult. These account for a third of global carbon emissions. We see a huge opportunity in companies in these sectors that are looking for ways to cut emissions. Read more on our net zero strategy here.

As the race to net zero is more urgent than ever, companies in high-emitting sectors, that are on the right path to decarbonisation, are too often neglected. We believe these “ice-cubes” will be the big winners of the transition.

After almost 16 years, Germany’s federal election will replace Angela Merkel as Chancellor. The tri-partite coalition that will likely emerge won’t radically alter the country’s European policy.

As investors, it is now vital to take sustainability issues into consideration when building portfolios. But there are many elements to keep track of and the best way to go is not always clear. Our experts answered the 5 key questions on sustainable investing. Discover them here.

During a seminar held by Lombard Odier called 'Unlocking style and colour in a sustainable way', Dr. Marie Owens Thomsen, Head of Global Trends and Sustainability, discussed the sustainability issues facing the fashion industry in Africa and beyond.

Accurate carbon pricing is essential to meet even modest climate change goals. China has started its own system as extreme weather underlines the urgency in cutting emissions.

Following a strong rebound, many economies are now slowing towards their long-run potential and growing at a more normal pace. We maintain a moderate pro-risk stance. 

When it comes to electronics and home appliances, it is often easier to buy new than to repair. But behaviours must change in order to reach a more circular economy. French company SEB focuses on the durability of their products by ensuring repairability. More here.

After more than 15 years of Angela Merkel’s leadership and political stability, Germany elects a new chancellor in September. The race is unusually volatile.

With the US economic recovery on track, we look at the Fed’s criteria for withdrawing stimulus and interest rate increases.

Read our 2021 half year results. Net new money flows were strong and our balance sheet remains solid, liquid & conservatively invested. These strong results reflect the strengths of our business model and our commitment to excellent client service.

Beyond the very short-term cyclical developments, economies will continue to suffer more from disinflation than inflation, while central banks will do “whatever it takes” to prevent the collapse of the debt pyramid. Jean-Louis Nakamura, Chief Investment Officer for Asia shares more on how investors should drive their portfolios in the interim.

E-commerce has heavy consequences on our carbon emissions, especially since the beginning of the pandemic. Discover smart solutions from companies striving to clear our streets and reduce waste here.

Interest in blockchain technology has increased exponentially since its creation. Now, the technology is becoming crucial for the future of finance and digitalisation. Read more here with Laurent Pellet, Global Head of EAM.

China’s recent stock market volatility, triggered by regulatory crackdowns, and its long-term demographic challenges don’t undermine the economic case for investing.

For the 30th edition of the March of Hope, companies are encouraged to mobilise their employees to raise funds for children's rights.

An enormous amount of perfectly good food is wasted every day. However, innovative start-ups are finding creative solutions to this problem. From AI to smart packaging and promoting unsold goods, read more on how these companies are creating a more circular, sustainable food industry here.

The UN’s latest IPCC report underlines the stark threats of climate change. Our Climate Value Impact (CVI) approach offers a way to assess the risks and implications for investors.

Digitalisation has been a critical enabler and game-changer especially amid COVID. Lee Wong, Head of Family Services at Lombard Odier Asia shares her views on the role and impact of technology in wealth management and UHNWIs.

Many companies are looking for ways to combat climate change. In an interview with Les Echos, Daniel Egger, Head of Marketing at Climeworks, discusses how their machines capture oxygen, and filter out the CO₂ to help reduce carbon emissions.

After decades without change, Swiss inheritance laws are now changing. These new laws will give Swiss testators more flexibility and freedom in choosing beneficiaries. Read our experts’ overview here.

In an interview with Le Temps, Senior Managing Partner Patrick Odier talks about “Building Bridges”, a yearly conference that brings together the international community in order to establish concrete actions to tackle climate change.

Food production has long been one of the biggest problems facing climate change. With alternatives ranging from insects to lab-grown meats, discover the top reasons we should all consider going plant-based and support sustainable food production.

Hydrogen is gaining traction as a sustainable alternative to fossil fuels, especially in the mobility sector. In an interview with Les Echos, Philippe Rosier, CEO of Symbio, discusses the benefits of hydrogen and the scale of the transition.

Lombard Odier is committed to Asia where we have grown tremendously since entering the region over 30 years ago. Discover more from Vincent Magnenat, Limited Partner and Chief Executive Officer at Lombard Odier Asia.

A more defensive market outlook has shifted market sentiment, bolstering the dollar. As the eurozone’s growth proves sustained, the single currency will ultimately gain.

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.