insights.

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.

Read our update on Covid-19 on 6 April 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates around the world. 

In this age of asset digitalisation, it is essential to provide consolidation and asset analysis solutions with simple, customisable tools. Read more from our Head of Global Asset+, Philippe Zuberbuhler on our new, client focused asset servicing tool. 

Read our update on Covid-19 on 3 April 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates around the world. 

Read our update on Covid-19 for 01 April 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates.

Read our update on Covid-19 for 01 April 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates.

In light of the COVID-19 crisis, we reaffirm our relentless commitment to our clients. At Lombard Odier, we’ve survived many crises and come out stronger. Today, we are mobilised and taking action to protect our clients and our colleagues.

Read our update on Covid-19 for 31 March 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates.

Read our update on Covid-19 for 30 March 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates.

Read our update on Covid-19 for 27 March 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates.

The world’s second and third-largest oil producers have started a price war, just as demand is falling as the Covid-19 pandemic slows economies.

The climate transition is now. Yet to support it we need concerted policies. What are they? Pricing is a good start but it is not sufficient. Read more from economist Dimitri Zenghelis, on the policies that have the potential to make this transition the greatest investment opportunity of this century.  

Read our update on Covid-19 for 26 March 2020. Our daily dashboard offers insight into public health, monetary policy, fiscal stimulus and infection rates.

As the global COVID-19 crisis unfolds, we analyse the prospects for the US dollar in light of historic Fed action, and discuss how other G10 and emerging market FX could fare in the months ahead.

COVID-19 is causing a global and profound shock. We expect a global recession in the first half of 2020.Yet, as health, fiscal and monetary measures are coming into effect, we see a recovery in the second half of the year. But, we cannot exclude a deeper crisis. Watch more from our experts

The Covid-19 crisis and subsequent shutdowns will have a severe impact on short-term growth. However, it could extend to a deeper economic crisis. Much depends on how effective the measures in place will be. Read more on our analysis here.

How will we meet the growing problem of water scarcity? Discover the vital role of investors in our search for answers

Thoughtful and timely action can address both the COVID-19 medical emergency and the climate emergency. There is an opportunity to put capital to good use and stimulate the economy by financing a green transition. 

The COVID-19 pandemic coupled with oil price wars is causing untold market stress and volatility. But could there be a bright side? We believe it’s possible this extreme situation could help pave the way to decarbonisation. How? Changing consumer patterns, policy, falling oil demand and renewable energy sources could offer some light at the end of this dark tunnel. Read more here. 

To reach carbon neutrality, we must develop and invest in the circular economy. Today, we see a new industry emerging - urban mining. Initiatives and opportunities for investors are in full swing. 

The time to invest in the climate transition is now. We may have as little as seven years before we use up our carbon budget. There are four key revolutions that underpin this shift: the Energy, Transport, Industrial and Land Use revolutions. These sectors must be completely rethought as they are critical for economic growth. Companies that are at the forefront of this transition are likely to grow their market share and those who fall behind face existential threat.

The Fed’s aggressive intervention by slashing rates and providing a substantial rate of liquidity is a bid to combat the effects of COVID-19. Yet these sweeping measures may not be enough. Read more on the details of the Fed’s decision and what we are seeking from policymakers.

Global, coordinated stimulus is needed to put the current external shocks behind us. We need to see three types of responses: public health, monetary and fiscal. Read more on how policymakers are taking decisive steps to contain the virus, ensure liquidity at a cheap borrowing cost and shield economic players from temporary demand side shock

The Fed’s aggressive monetary policy easing is leading the currency market into a pivotal point. We revise our EURUSD forecasts higher and look for dollar downside over the medium term

The fallout between OPEC and Russia is a game changer for the oil market structure. We revise our 12-month price target to USD 40/barrel (Brent)

As the race to nominate a Democrat challenger to Donald Trump narrows, three very different choices for the next US president are now before American voters.

Financial markets are facing rising COVID-19 risks. We have reduced our economic growth forecasts for 2020, and continue to monitor the efficiency of containment measures and global policy response. 

With oil prices plummeting, now more than ever, we must find a way to better harness renewable resources. Switzerland is paving the way by reducing its dependence on oil, coal and gas and has a long history of opting for carbon-free energy. However, there is still more work to be done. We need to find a way to scale up carbon-free electricity and invest in new technologies. Discover more.  

Developing science and technology is key to our future. We are proud to offer scholarships to CERN students to support the next generation. Innovation is critical to the survival of banking and we see the opportunity that the fourth industrial revolution will bring. Read more on the scholarships and the positive trend science brings to our society here.

Gone are the days where consumers will only consider buying financial products from banks. Today, around a quarter of Swiss people are willing to buy a financial product from a fintech company. The next generation are demanding access to products and services anywhere and at any time so asset managers, tech firms and the government need to pool their resources to ensure the future financial success of Swiss banking. Hear more from Alexandre Zeller, Managing Partner.

Emerging market currencies have weakened sharply, and the pressure will likely continue until the coronavirus situation normalises. However, policy support will pave the way for a recovery later in the year.