insights.

We look at the increasing attention markets are paying to fiscal risk and political uncertainties in economies from the US to France and the UK.

Confronted with record US tariffs, Switzerland is relying on its economic resilience and policy leeway to safeguard growth. A closer look at the macroeconomic implications and the strategies for navigating Washington’s stance.

US policies are reshaping investments. Between the burden of tariffs, new vulnerabilities and rising markets, how do we invest portfolios? Discover our new video with Michael Strobaek and Samy Chaar.

The US dollar can weaken further as the Federal Reserve prepares to cut rates in isolation. We have downgraded our USD outlook to negative. 

Read our 2025 half-year results. Assets under Management stood at CHF 211 billion at the end of June 2025, benefitting from solid net new money and positive market performance. 

From defence spending to Swiss tariffs and US healthcare reform—three charts reveal the system shifts reshaping global markets and investment themes. 

We look at the prospects for emerging market assets and their relative attractions for global investors. 

Regenerative farming boosts biodiversity, resilience and soil health – UK farmers say it’s key to climate and economic survival.

Discover why rare earth elements like scandium and neodymium are critical to the energy transition and how they present long-term investment opportunities in transition materials.

Discover how to prepare for a successful intergenerational transfer of family businesses and wealth, with advice from our expert, Marie-Christine von Pezold.

We examine equity market risks and drivers, and trends from a mixed Q2 earnings season. 

Under new UK chief executive Mark Goddard, Lombard Odier is sharpening its proposition for British business owners.

Switzerland’s goods exports to the US are now subject to the highest tariff of any developed market. We examine the immediate implications for the Swiss economy. 

A formalised governance structure can play a critical role in facilitating smooth succession. Our expert, Isobel Holgate, explains why.

How should investors view pharmaceutical stocks in light of the pressures from tariffs and US healthcare reform? We explore what recent announcements mean for the sector. 

We take a first look at the implications of the tariffs threatened by the Trump administration on Switzerland’s economy. 

Discover the key tax changes in Switzerland in 2025: from the inheritance initiative and ‘rental value’ rules, to lump-sum withdrawals and more. 

Discover how Italy’s iconic gelato brand Sammontana is building a regenerative food model, from farm to freezer.

What should investors make of the most recent trade agreements? Can they provide market clarity? We examine what’s at stake.

Discover why private assets represent a strategic tool to diversify portfolios, access the real economy and capture growth in a changing world.

We explore three proposed changes to US banking regulation, and what they might mean for investors. Possible implications might include more capital for US banks to deploy and a better functioning US Treasury market.

The global economy is shifting away from US-led growth and into a period of deceleration, warns our Chief Economist Samy Chaar. While a recession may be avoided, political risks and investment paralysis loom.

In this interview, Iván Basa explains how Lombard Odier is consolidating its presence in Spain with a model based on tailored services, responsible investment and wealth planning.

How have nature-positive investments performed recently? And how can we capture an emerging opportunity set in freshwater management and conservation?

Fondation Lombard Odier is celebrating its 20th anniversary and underlining its long-term commitment to strategic philanthropy with a new environmental programme. Building on two decades of experience in targeted project funding, from 2025 the Foundation will support international initiatives that combine climate protection with tangible social benefits.

We examine the prospects for the US dollar and Treasury bonds after the approval of the Trump administration’s budget.

What trends are family offices experiencing today? Our experts outline the challenges facing wealthy families, and offer advice for multi-generational success.

How do luxury brands balance sustainability objectives with growth? Some firms, such as Piaget, owned by the Richemont group, now see sustainability as essential to customer loyalty and business success.

Geoffroy de Ridder, Head of Technology and Operations at Lombard Odier, shares with The Wall Street Journal how the bank partnered with MongoDB to modernise 250 applications and future-proof its core infrastructure.

The US budget, now passed by Congress, implies an even larger deficit and does little for the American economy. We keep our US economic outlook unchanged.

In the face of geopolitical fragmentation and the slowdown in the US, Europe must reset its priorities. What are the implications for investors? A look back at our most recent Rethink Perspectives event.

Lombard Odier was proud to join three high-profile sustainability events during London Climate Action Week 2025 to bring forests to the heart of climate discussions and help shape the future of nature finance.  

This week we look at the evolution of sustainable investments and how the sector is proving resilient as it adapts to policy instability and pressures.

We examine market impacts of the Iran-Israel conflict and explain why staying invested may be the right move in 2025.

Markets face a new paradigm as US policies reshape global trade and geopolitics. How can investors navigate the risks? Discover our new investment strategy video.

Tax reforms, cybersecurity and business succession: what challenges do Swiss entrepreneurs from the Canton of Vaud face in 2025? We take stock of the situation and consider the obstacles ahead.

Given policy uncertainties and geopolitical tensions, we offer ten investment convictions for the rest of the year.

Luxury assets like wine and watches are moving from collector’s cabinet to portfolios. We explore what’s driving HNWI interest – and the planning needed behind the passion.

In a column for Le Temps, Marc Palahí, Chief Nature Officer at Lombard Odier Investment Managers, explores how investing in nature can transform the economy while tackling climate challenges.

Luxury assets like art make up 20% of UHNWI wealth. We explore global art market trends with Guillaume Cerutti, Chairman of the Board of Christie’s International and President of the Pinault Collection.
 

Trade wars, rare earths, and tech innovation are fuelling a new EV arms race. China leads the charge as legacy automakers scramble to stay in the game.

We examine two scenarios for the Israel-Iran hostilities – escalation and a more likely contained conflict. 

The UK’s transition from the Non-Dom regime to FIG introduces significant tax reforms for HNWIs, necessitating careful planning and compliance. Hear more from our experts.

We look at July’s parliamentary election in Japan, the implications for monetary policy, sovereign bond yields and the equity market. 

AI is revolutionising wildfire response through early detection, prediction, and modelling–offering scalable, high-impact solutions to a growing global threat.

The world’s oceans are one of our most precious natural resources and a vital carbon sink. On World Oceans Day 2025 we look at how we can build a sustainable ‘blue economy’ that creates jobs and growth while restoring marine ecosystems.

In a fragmented, multipolar world, long-term equity investments must reflect evolving geopolitical dynamics. Six thematic strategies—longevity, new gen, technology, net zero, nature, and infrastructure—offer focussed, adaptive opportunities amid structural shifts.

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.