insights.

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.

Our expansion in Brazil reflects our long-term commitment to this important market and our desire to offer our clients the full breadth of our global expertise and to have a local presence in order to remain close to them. Read the full media release here.

Rising yields are reshaping the opportunity set in foreign exchange markets. We still see further dollar weakness ahead, and look for opportunities in select emerging market currencies. 

In this week’s CLIC^® Chronicles, discover how we can create a more sustainable furniture industry. Businesses are emerging that allow you to rent everything you need for your home, from sofas to beds and even kitchens.

As China sets out its new five-year plan, we look at expectations for the economy, and what recent market volatility means for Chinese assets and portfolios.

Although aluminum production is energy-intensive, its unique properties and recyclability could play a key role in the transition to a CLIC™ economy.

Oil prices are back to pre-Covid levels on an improving economic outlook. As demand normalises, we look at the short and long-term forces at play in energy. 

Developing reporting requirements in the field of sustainability presents an opportunity for the Swiss financial sector to become a world leader in sustainable finance. Read more from Patrick Odier, our Senior Managing Partner, in Le Temps here.

In this week’s CLIC^® Chronicles, discover how we can create a circular fashion industry. Today, fast fashion is wasteful and carbon intensive but many businesses are unlocking new ways for consumers to shop sustainably.

This week we look at the US recovery’s impact on rising US bond yields, and the implications for interest rates and portfolios.

Women now own more than 30% of the world's wealth. It is commonly said that women are more cautious when it comes to investing or wealth management and tend to take fewer risks. Is this stereotype really true? We asked our bankers to share some of their perspectives.

Martin Wolf, CBE, Chief Economics Commentator and Associate Editor at the Financial Times offers his unique perspective on our economies and societies in a post-pandemic world. 

In this week’s CLIC^® Chronicles, we talk to Swiss energy company Gaznat on the challenges and opportunities of hydrogen power. Representing 2% of the total world primary energy demand, it is a key asset in the transition to a sustainable future.

SPACs or special purpose acquisition corporations have recorded huge increases in inflows. They promise a faster, cheaper route to a public listing, yet they may fall short of investors’ expectations. 

Frédéric Rochat, Managing Partner, Lombard Odier Group, says the Firm’s new clients are younger, entrepreneurial in spirit and more socially conscious. These characteristics make Israel a new target for the Bank’s investments. Read the full article here from TheMarket.

Read our 2020 results. Net new money flows were strong and our balance sheet remains solid, highly liquid & conservatively invested. These results underline the particular strengths of our client-focussed business model.

Our Head of CLIC™ (Sustainable) Solutions, Kristina Church, talks to the Financial Times about the trends and opportunities that lie ahead. We expect growth opportunities in sectors such as infrastructure, electrification, micro-mobility and nature-positive projects. Regulations and new technologies will drive the change.

We see more depreciation ahead for the US dollar as the global economy and trade recover from the shock of Covid. In the February edition of our FX Monthly, we analyse the prospects for other G10 and major emerging market currencies.

In this week’s CLIC^® Chronicles, we talk to Yves Rocher. Discover the French Group’s longstanding commitment to nature, their concrete sustainable actions and their mission to create circular, responsible products. Read our interview with Group CEO Bris Rocher here.

The components for a recovering US economy will all be in place soon. But even record injections of monetary and fiscal stimulus won’t be enough to undo more than a decade of low inflation.

As the US economy begins its recovery, we argue that inflation looks set to remain low for this year, at least.

What does the Fed’s new policy framework mean in practice? The world’s most influential central bank has put maximum employment ahead of inflation, allowing economic expansions to run farther.

Our Global Head of Philanthropy, Dr Maximillian Martin, explains the need for philanthropists to engage in environmental action to protect the planet.

Ex-ECB president Mario Draghi takes over as Italy’s prime minister with a mandate for radical fiscal spending and structural reforms to re-boot the economy. If successful, the impact on the rest of the European Union will be profound.

The World Economic Forum Annual Meeting aka Davos focused this year on effective ways to tackle the Covid-19 pandemic and build back a more sustainable, net zero economy. Read our full write-up on the 2021 remote conference

Award-winning Swiss FinTech NetGuardians, renowned for its smarter AI-based enterprise risk platform for combating banking fraud, announces that Lombard Odier has adopted their cybersecurity technology.

Our Senior Managing Partner, Patrick Odier and the CEO of France Digital, Nicolas Brien discuss the rise in technology, partly due to Covid-19, sustainability and our prospects post-pandemic. Read the full interview here.

Are equity markets overvalued? Recent volatility in heavily-shorted US stocks prompted questions over central bank generosity and whether the episode could be a catalyst for risk asset prices.

Discover how the real estate market in Switzerland has been impacted by the pandemic. What sectors should investors be mindful of? And what does the future look like? Read more on the risks and opportunities here.

Our expertise in wealth management, as well as in sustainability and technology, has been recognised

In this week's CLIC^® Chronicles, we talk to Ÿnsect. This French start-up raises insects for animal and pet feed to tackle our growing food and protein needs. Using data, AI and vertical farming, discover how they're drawing investor attention.

Contrasting policy choices in Latin America are driving very different fiscal outlooks for the region’s economies, and call for highly selective investment choices.

Deforestation is one of the key sustainability challenges that the Earth is facing. UK tech firm, Dendra Systems, is tackling this issue by using robotics, ecological expertise and drones to plant seeds from the air. Discover more here. 

Through this partnership with Plastic Bank^®, Lombard Odier will be able to provide bursaries to over 3,500 children, while preventing the equivalent of over 16.5 million single-use plastic bottles from entering the world’s oceans.

The Abu Dhabi Sustainable Finance Forum (ADSFF) brought together thought leaders and financial actors to discuss the impact of Covid-19 on sustainable investing. Hear from our Senior Managing Partner, Patrick Odier and discover more on how investors are choosing 2021 as the year to go green. 

A resilient Swiss economy is well positioned to invest in the future. Its high quality, defensive-oriented stock market looks less of an investment opportunity for the short-term, cyclical recovery.

As 2021 begins, the new market dynamics make us cautiously optimistic. Discover how we’re investing portfolios for the recovery with CIO Private Bank Stéphane Monier and Chief Economist Samy Chaar.

His Royal Highness The Prince of Wales formally unveils his Natural Capital alliance in partnership with Lombard Odier and other financial actors at the One Planet Summit in Paris. The conference welcomed notable world leaders such as Emmanuel Macron, Boris Johnson and Angela Merkel. 

The post-pandemic recovery continues and we expect global trade to improve next year. Against this backdrop, we believe emerging market currencies offer interesting opportunities for investors in 2021.

Cryptocurrencies promise secure digital transactions. They are gaining investor attention, as well as increasing scrutiny from regulators and central banks.

Our Senior Managing Partner Patrick Odier discusses the challenges of the pandemic, sustainability and the Swiss financial center in an interview with NZZ.

Lombard Odier is proud to be a founding partner of the Natural Capital Investment Alliance, established by His Royal Highness The Prince of Wales, under his Sustainable Markets Initiative. The alliance aims to mobilise capital towards Natural Capital themes across asset classes.