insights.

Recovery measures must be driven by sustainability in order to build back better. That’s why we have signed an open letter to EU leaders and pledge to support a sustainable recovery. Creating a sustainable post-COVID world requires governments to put measures in place that will lead the way to a circular, lean, inclusive and clean economic model.

US/China tensions have intensified in disputes over trade, technological leadership and geopolitical frictions. The relationship will create volatility for investors for the decades ahead. 

The world has been brought to a standstill due to the COVID-19 crisis and the world is tackling a looming global depression, social injustices and widening inequality. Companies must transition to achieve a sustainable future and adopt sustainable practices that not only benefit their bottom lines but also people and the planet. That’s why being part of the B Corp movement is so important.

How can we meet rising social and environment challenges? From big data to innovative funding models, discover new, impactful instruments that will shape the future of oncology research and humanitarian aid.

Will negative interest rates become a reality in the UK? While sterling screens undervalued against most currencies in trade-weighted terms, we don’t think that negative rates will impact the British pound much. But Brexit could.

Late into lockdown, the UK is emerging to its deepest recession in 300 years with the additional challenge of Brexit.

In the face of rising world challenges, philanthropists have a key role to play. Yet, how can one have a lasting impact? Which sectors should we prioritise? From climate change to education and healthcare, our expert Dr Maximilian Martin discusses sectors where you can really make a difference.

The COVID-19 crisis has exacerbated our dependence on digital solutions. In these times, bankers and external asset managers have relied upon technology to work and communicate but also to manage and preserve their clients’ wealth. Discover why, at Lombard Odier, we believe digitalisation is the future. 

Fundamentally, the US dollar should weaken given extreme overvaluation. However, renewed US-China trade tensions suggests that several G10 and emerging market currencies will face significant headwinds.

While awaiting a Covid-19 vaccine, the world strives to improve logistics and hospital capacity. A second wave could now be better managed.

Could Zurich’s financial centre benefit from Geneva’s successful model? For Andreas Arni, Head of the Swiss Market, entrepreneurship and innovation are key to success.

COVID-19 has had a devastating global impact. Yet, we can create a greener future together. Sustainability, technology and renewable energy will be at the centre of this change and companies, who adapt their business models, will be the outperformers. Those who do not will be left behind. Discover our commitment and vision to building a sustainable post-pandemic world.

As central banks attempt to ventilate their Covid-19-stricken economies, we anticipate a lengthy period of sluggish inflation, setting a path for interest rates and financial assets for the year ahead.

Powerful forces are at play in pushing forward the transition to achieving net zero. Our Managing Partner, Hubert Keller, explains the importance of the zero emissions target for investors, how we identify the winning and losing companies and the potential consequences of COVID-19 on the climate transition agenda. Read the full interview in NZZ am Sonntag here.

Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Discover more on global de-confinement measures, emerging markets and sector takeaways. 

The German court’s ruling on the ECB’s quantitative easing programme has inflicted some short-term damage to the investor sentiment and trade tensions have resurfaced. We review our FX forecasts to reflect this new reality.

Worldwide, we’ve experienced clear improvements in air quality. Why? Because global transport was drastically reduced due to worldwide lockdowns in a bid to control the COVID-19 outbreak. We believe new, cleaner modes of transport may emerge from this crisis. Read more here.

The Covid-19 crisis has highlighted philosophical differences in the EU that are not about whether the bloc’s states can afford to support one another, but whether they should. 

Economies prepare to open up as global confinement measures appear to be effective. Our Chief Economist, Samy Chaar, explains that the economic healing process might well be underway if we contain the crisis in the first half of the year. But what will a post-covid world look like? We suspect COVID-19, will exacerbate low growth trends, little to no inflation and increase geo-political tensions between China and the USA. Read more here.

Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Discover more on global de-confinement measures, emerging markets and sector takeaways. 

As the responsible investing business continues to grow, the Financial Times’s Gillian Tett believes players such as auditors, rating agency experts and corporate accountants could have a far greater impact on green issues than activists. Watch more in our video here

Americans look vulnerable to the Covid-19 crisis. The pandemic has exacerbated the country’s political polarisation in a presidential year like no other, while unprecedented levels of fiscal and monetary spending look entirely justified. 

Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Discover more on global de-confinement measures, emerging markets and sector takeaways. 

The current pandemic crisis has spared no one. Yet, vulnerable populations are severely impacted and exposed in these troubling times. Fondation Lombard Odier has set up a Covid-19 Relief Initiative working with charities to support those who have flown under the radar as a result of the coronavirus. Discover the regions and charities where we aim to make a difference.

Read our Covid-19 update on 30 April 2020. Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates and an update on global de-confinement measures.

Lombard Odier announces an investment partnership with Taurus - Switzerland’s leading provider of digital infrastructure for banks, asset managers and stock exchanges. This collaboration further cements Lombard Odier’s strategic approach in technologies such as Blockchain and digital asset solutions.

COVID-19’s global slowdown is resulting in an unforeseen decrease in carbon emissions and water pollution. Yet, will this last? Sustainable economic measures & permanent adoption of new behaviours will be key to securing a net zero world. 

Recent less-than-worthless oil prices have underlined the market’s fragility and promised output cuts don’t go far enough to balance the collapse in demand following Covid-19. This is not a buying opportunity. Read more from our CIO Private Bank, Stéphane Monier"

Read our Covid-19 update on 27 April 2020. Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Read our detailed update on global de-confinement measures, sector takeaways and a special focus on emerging markets. 

Digital technology is vital to economic growth and the transition to a sustainable future. Yet, the sector is carbon intensive and emits, roughly, the equivalent of air travel carbon emissions. Read more on how companies are transitioning to net zero using the Digital Revolution.

Our weekly COVID-19 dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates and an update on global de-confinement measures.

Patrick Odier, our Senior Managing Partner, was invited on Radio Television Suisse with leading figures to discuss Switzerland’s de-confinement measures outlined by the Federal Council on 16 April. In order to move forward, public health must set the priorities and outweigh the economics.

FX markets are gradually normalising on the back of the decline in global Covid-19 cases and historic policy support. We expect the dollar to weaken against the G10 majors, and strengthen against EM FX.

Asia’s intense urbanisation and flourishing middle classes will drive innovation in automation, logistics, computing and infrastructure investments, and may change the geopolitical power balance.

Read our Covid-19 update on 20 April 2020. Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates with a special focus on the emerging markets situation.

The coronavirus disrupted the agricultural industry as populations worldwide were confined and supermarkets were under pressure. Meanwhile cities around the world continue to find farming solutions to serve local communities and reduce the carbon footprint of fresh food transportation. Discover Aerofarms, the world’s biggest vertical farm, less than 10 miles from Manhattan. 

Read our Covid-19 update on 17 April 2020. Our daily dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates.

As the Covid-19 pandemic and lower oil prices continue to affect financial markets, we look at how these powerful forces are reshaping the outlook for emerging market currencies.

Read our Covid-19 update on 16 April 2020. Our daily dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates.

The impact of the coronavirus pandemic longer term depends on how deeply habits have formed in the weeks of lockdown. Changes to logistics, technology, geopolitics and globalisation may be profound.

Read our Covid-19 update, with a focus on emerging markets on 15 April 2020. Our daily dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates.

Our AA- Fitch rating is reaffirmed. Lombard Odier is a solid and financially stable banking group. We remain prudent in our risk management and committed to continually deliver outstanding services and investment advice for our clients.

Read our Covid-19 update, with a focus on emerging markets on 14 April 2020. Our daily dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates.

Read our update on Covid-19 on 9 April 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates around the world. 

The economic downturn caused by the COVID-19 pandemic will not be short-lived and it is clear that the shock will be profound. Central banks and finance ministries are focusing all their efforts on resolving the public health issue. Containing the spread of the virus is essential. We outline our global scenarios in light of public policy measures and monetary and fiscal policies. More here from our experts.

Read our update on Covid-19 on 8 April 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates around the world. 

The Covid-19 crisis has left the world and our economies in shock. We see two possible scenarios ahead. Discover how our portfolio positioning has evolved during this unprecedented turmoil, and our two strategies for the new challenges ahead.

What can we expect from the COVID-19 shock? A three dimensional response – health, monetary and fiscal – is key to containing the virus to the first half of the year. More on our macroeconomic viewpoint and portfolio positioning here.

Read our update on Covid-19 on 7 April 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates around the world. 

With half of the global population in lockdown, we look ahead to the shape of an eventual economic recovery. Read more on our position from our CIO, Private Bank, Stéphane Monier.