insights.

In an interview with NZZ, Michael Strobaek explains why the tech giants’ massive investments are justified, and why he still prefers other equities.

Dr Maximilian Martin, our Global Head of Philanthropy, shares his views on the mindset, values, and actions taken by the next generation of philanthropists is rethinking inherited traditions, with insights from Asia on mindset, values, and new approaches to giving.

What will the US midterm elections mean for different asset classes? We examine the historical trends post-midterms when the election resulted in a divided government, and present our outlook across equities, fixed income, the US dollar, and gold.

A successful exit starts long before a transaction. We explore how early preparation can help female founders narrow the valuation gap, strengthen their business, and prepare for the next chapter of their lives.

The 2026 edition highlights forward-looking entrepreneurs who are investing in technology and artificial intelligence, while continuing to face persistent challenges related to succession planning and the broader economic environment.

Our 2026 LO Generations Summit brought together diplomats, scientists, and next-generation leaders to explore how time shapes leadership, investing, and legacy today.

Discover how the Courtin family is securing Clarins’ long-term continuity with succession planning rooted in shared values, strong governance, and the preparation of future generations.

Find out how to optimise your taxation with the help of Pillar 2 buybacks in Switzerland. Strategies, tax benefits and practical advice for better pension provision.

As wealth transfer accelerates globally, younger generations are reshaping private banking. They seek greater transparency, meaningful dialogue, and trusted guidance to help navigate increasingly complex financial, family, and succession decisions.

Diversification is not a one-off decision – it’s a constant process of re-evaluation and recalibration in portfolios. Our analysis explores the benefits of diversification, and how to sustain it over time.

What does an environment of high energy prices and resilient growth mean for central banks? We expect further policy tightening ahead – but not enough to endanger the economic expansion.

Lombard Odier receives the 2026 Geneva Economy Award. The most prestigious economic distinction in the Canton of Geneva, the award is presented by the Geneva Chamber of Commerce, Industry and Services, in partnership with the State of Geneva and the Office for the Promotion of Industries and Technologies.

This week we look at the manufacturing rebound shaping up across developed and emerging markets as investments into AI and defence, trade policy shifts, and energy security broaden earnings growth. 

Michael Strobaek explains why Europe must channel more of its savings into innovation, AI, infrastructure, and defence to strengthen its competitiveness.

As the largest wealth transfer in history unfolds, new research reveals how younger philanthropists are preserving traditional values while transforming the way giving is governed, measured and delivered.

Based on a survey of 260 HNWIs across Switzerland, Singapore, the UAE and the UK, this survey reveals how a new generation of philanthropists is reshaping giving through impact, innovation and greater accountability.

The 2026 US midterm elections may leave Washington divided, limiting legislative ambition while preserving many executive policy powers. 

Artificial intelligence is revolutionising wealth management by enhancing analysis and efficiency. Yet, in an increasingly complex wealth environment, trust, attentive listening, and human expertise remain the true differentiating factors.

China’s AI models raise questions about US models’ pricing, spending and valuations. We examine why we favour hyperscalers and semiconductor firms as winners of the next AI phase.

 John Woods, our Asia CIO, examines how global equities continue to advance as earnings growth spreads across sectors and regions, signalling a broader and more resilient market rally. 

Discover how AI is transforming critical minerals and rare earth production, from smarter mining exploration and recycling to new materials for the energy transition.

From AI to infrastructure, energy and defence, a broadening investment cycle is supporting growth and corporate earnings. Discover where we see opportunities in our new investment outlook video.

Autonomous vehicles are set to transform motor insurance. We look at the impact of shifting liabilities, declining accident frequency, and new technology risks to the industry's long-term growth prospects.

Read our 2026 half-year results. Total client assets reached a record CHF 367 billion and AuM a record CHF 239 billion, driven by strong net new money and top-quartile investment performance.

Climate change is exposing the financial costs of degraded ecosystems. Learn why investors are increasingly recognising nature as critical infrastructure for resilience, risk management, and long-term value creation.

Global markets have navigated geopolitical tensions, higher oil prices and renewed AI concerns, yet growth, and earnings remain resilient. We look at six key questions investors are asking as 2026 enters its final months, and set out why accelerating investment and non-inflationary growth support both equities and bonds.

Selling a business marks the end of one chapter and the start of another. We explore how entrepreneurs can prepare for a successful exit and the opportunities that follow.

What drives value in the collector car market today? Explore key trends, investment opportunities, and the factors influencing long-term performance.

Lombard Odier's UK CEO Mark Goddard explains to the Daily Telegraph why confidence, policy stability, and improved access to long-term capital are essential for supporting entrepreneurs, investors, and sustainable economic growth in the UK.

Why do so few stock pickers consistently outperform the market? We examine the headwinds, and the advantage of combining approaches for optimal portfolio outcomes.

Marc Palahí, Chief Nature Officer at Lombard Odier Investment Managers, explores how the circular bioeconomy can tackle the causes of wildfires.

Robust earnings offer support in volatile equity markets. We analyse second quarter trends and explore our regional and sector preferences.

Rising temperatures are putting Asia's power grids under strain, as demand for cooling grows. Can the region meet this need without increasing emissions? Investment in smart energy systems, clean electrification, and efficient cooling technologies will be key. 

As AI leadership broadens beyond tech, Swiss healthcare and financial stocks could benefit. Explore opportunities across the SMI and wider market.

Regenerative agriculture is emerging as a critical solution to growing climate, biodiversity, and food security challenges. Marc Palahí explains why businesses, investors, and policymakers must accelerate support for nature-based farming systems that improve resilience, reduce costs, and strengthen long-term food supply security.

Bank stocks have enjoyed a strong year, helped by robust earnings, resilient credit conditions, and recovering capital market activity. We examine the outlook from here.

John Woods, our Asia CIO, examines how China is increasingly a “tale of two economies” – with world-leading growth in technology, EVs, and clean energy sectors offset by persistent weakness in property, consumption, debt, and demographic trends.

Lombard Odier’s new headquarters, 1Roof, achieves both SNBS Platinum and BREEAM Outstanding, setting a new benchmark for sustainable architecture in Switzerland.

We examine how climate volatility, including an El Niño cycle, is reshaping investment analysis. We argue that investors must move beyond climate exposure assessments to focus on preparedness.

Discover how Vinted became Europe’s leading second-hand marketplace, scaling re-commerce through integrated logistics and payments, and rapid international growth.

Ahead of the AI for Good Global Summit, Lombard Odier and TIGER 21 Switzerland brought together investors and entrepreneurs to explore how AI can drive innovation while staying ethical, accountable, and trusted.

From financing growth to preparing succession, discover how entrepreneurs can anticipate key milestones and align business and wealth strategies for long-term success.

Discover how succession, governance, and long-term alignment is reshaping discretionary portfolio management in Asia.

Oil markets face new fears of oversupply. We examine how the Hormuz reopening, a more elastic demand backdrop, and China’s import behaviour may shape price dynamics.