insights.

As climate disasters surge, investors face new risks – but also a chance to back the sectors leading the transition to a more resilient, low-carbon world.

With markets repricing global assets after a volatile first half of the year, we offer our macroeconomic and asset class expectations for the rest of 2025. 

Wealth is changing hands and priorities. Lombard Odier Italy’s Managing Director, Alberica Brivio Sforza, explores this shift, the rise of women investors, and how values and ESG are reshaping family wealth.

Sabine Heller and Nannette Hechler-Fayd’herbe tell finews.first why entrepreneurs should avoid viewing their retirement planning in isolation from the rest of their wealth.

Will China become the world’s leading superpower? Read more on how Trump’s tariffs, geopolitical pressures and protectionism continue to redesign global trade.

This week we examine whether the US legislation now before the Senate can boost the outlook for the US economy. 

In an interview with Lombard Odier, Hendrik Heitsch, Director Compliance Programs & ESG at Mercedes-Benz, shares how the company is embracing electrification, sustainability, and innovation to reshape the future of mobility.

In this interview, Marc Palahí, Chief Nature Officer at Lombard Odier, calls for the appointment of Chief Nature Officers able to rethink global finance around planetary limits, channel capital toward nature-based solutions and transform an economic model that is no longer fit for purpose. 

Discover how to make your business transfer in Switzerland a success. Legal, tax, financial and emotional factors all play a role. Experts share key strategies, real life insights and actionable steps to future-proof transactions.

Can stock markets keep up their momentum? We see record share buybacks, sound capex programmes and diminished macroeconomic risks supporting high, single-digit potential.

Despite political pushback, the sustainability transition is accelerating. At Lombard Odier’s Transition Investment Summit, experts identified key investment opportunities in energy, health, nature and tech.

In a conversation with Adel Barakat, our Global Head of Wealth Planning, we sought to understand how to plan a successful wealth transfer, the main challenges in this sensitive process and the mistakes to avoid.  

Xavier Bonna shares his vision for private banking, focussing on sustainability, AI and tech, and holistic, multigenerational wealth management.

After the rebound in US equities, we examine how trade agreements and improving investor sentiment impacts the outlook for US assets.

Our key charts for May 2025 highlight how shifting macroeconomic conditions are accelerating the strategic role of private assets and driving long-term investment opportunities linked to electrification.

Gold prices are volatile, but the precious metal still plays an important diversification role in portfolios. We examine its historical performance alongside that of other alternative havens. 

Preparing for your retirement is not just a matter of calculating your pension and setting a departure date: a strategic approach is needed. This transition, often an international one, affects a range of issues: personal, professional, wealth and tax. Is your wealth aligned with this next chapter?

Despite Trump’s climate rollback, global momentum for clean energy and sustainable growth continues to accelerate, driven by innovation and economics. We examine what’s driving the shift forward.

We look at the impact of higher policy uncertainty on implied equity risk premia (ERP), or the extra return investors expect for owning stocks rather than bonds.

AI can accelerate the transition to a sustainable future. Discover how artist Sofia Crespo is using technology to reconnect us with nature and rethink our relationship with it.

Frédéric Rochat discusses Lombard Odier’s aims to be a “one-stop shop” for Brazilian clients, combining global research with domestic portfolio support.

Discover how private banking in Switzerland offers stability and expert guidance for high-net-worth individuals looking to protect and grow their wealth amidst market volatility.

We look at the trade and economic uncertainties surrounding emerging equities and their valuations, along with the potential for growth.

Michael Strobaek, Global CIO at Lombard Odier, explores the implications of Trump’s tariffs for China and Europe, and how investors should approach asset allocation as uncertainty deepens.

Can the US economy avoid a contraction, and will US financial assets recover? We look at the recent volatility, and the tools to combat it.

What signs should investors be looking for to indicate that a sustainable market rally is underway in financial assets?

The US dollar’s weakness since US tariff announcements reflect the risk to American economic growth and inflation. We examine the implications, and set out our haven preferences. 

How might investors navigate the market turmoil triggered by US tariffs? We look at the background, and implications.

Bloom's breakthrough technology, which converts often discarded plant components into fossil-free materials, could scale up bio-based production and accelerate the transition to a net-zero economy.

We take stock of President Trump’s decision to impose broad tariffs on US imports, and the wide-ranging investment implications.

Amer Malik, Senior Executive Officer Lombard Odier Middle East Ltd, shares insights on wealth management growth and challenges in the UAE and Saudi Arabia.

How will the UK’s recent budget measures affect the country’s economic prospects? We look at the implications for inflation, growth and monetary policy.

Lombard Odier is honoured to have been one of the major winners at the recent 2025 Euromoney Private Banking Awards in London, including two prestigious awards for the World’s Best Chief Investment Office and the World’s Best for Succession Planning.

Lombard Odier’s platform is recognised for its agility and scalability, winning “Best Technology Outsourcing Solution” at the 2025 WealthBriefing Awards.

At our inaugural Private Assets Investor Day, our experts met with a panel of thought leaders to discuss subjects from AI and real estate to sustainability and debt in today’s uncertain environment. 

What should investors take away from a few turbulent weeks on markets? We set out our expectations, and how we’re positioning portfolios to manage uncertainty.

We set out our forecasts for US growth and inflation, and the Trump administration’s trade policy uncertainties behind them.

Elise Beaufils, Deputy Head of Sustainability Research at LOIM, discusses why solar energy is at the heart of the energy transition and why now is the time to pay attention.

Dr Marc Palahí, Chief Nature Officer at Lombard Odier, explores bio-cities and how nature-based solutions can transform urban spaces and mitigate climate risks.

According to Hubert Keller, our Senior Managing Partner, there are two macro forces challenging business sustainability across all sectors of the economy – the environmental crisis and the social crisis.

Can Europe’s fiscal spending plans lead to a rebalancing of global equity portfolios? We set out our expectations and preferences.

Europe’s determination to increase its autonomy from the US will broaden investors’ opportunities. Michael Strobaek, Global CIO of the Private Bank, sets out the stakes. 

Three key charts in March 2025: AI investments surge globally, US tariffs disrupt trade, and climate disasters drive rising economic costs.

Which of the US’s trade partners are most at risk of tariffs on their goods exports? We examine the data, and look at which may be most vulnerable.

Geopolitical shifts, AI, and markets – how should investors adapt? Hear from experts at our industry-leading Rethink Perspectives event.

‘America first’ has triggered a massive response from the European Union and German. We look at the historic infrastructure and military spending plans that are being prepared.

What can investors learn from President Trump’s agenda outline before Congress? We set out the most important economic and investment conclusions from the speech.

How should investors assess efforts on both sides of the Atlantic to boost spending on critical infrastructure? We look at the programmes deployed by the EU and US.

Based in Berkeley, California, Twelve aims to replace fossil fuels with air and water, creating identical products while cutting emissions. We spoke with Co-founder and CEO Nicholas Flanders on how their groundbreaking technology is closing the carbon loop, an innovative step toward a circular economy.

Forest fires remain a growing challenge worldwide. Our Chief Nature Officer, Marc Palahí, discusses their underlying economic drivers and the need for systemic change in an interview with Handelszeitung.