insights.

Persistently negative yields have profound long-term portfolio construction implications. Gold has become a key safe-haven asset.

Could car subscription services disrupt the auto industry? Watch our FT Rethink video here with Financial Times correspondent Patrick McGee and discover how this Netflix-style model will revolutionise car ownership.

How might investors position their portfolio for the challenges of 2020? We look at ten themes that have guided our thinking.

We explore the secrets behind Lombard Odier’s success as its profile rises in the region. Banker Middle East catches up with Arnaud Leclercq, a limited partner at the Swiss bank.

Dollar resilience this year has been driven by political uncertainty and slowing global growth. As we head into 2020, several risks seem to be dissipating. We see upside in sterling.

How can you plan for your retirement? How can assets be allocated to ensure optimised post-tax returns? Read more on our case study that analyses the future of a retired entrepreneur after selling his business. 

If climate change is the greatest threat facing humanity, how can central bankers respond, and should they?

Winning awards again – this time for our outstanding service, performance and our ability to serve clients with cross-border needs by the influential Spear’s Wealth Management Awards 2019. The judges considered factors including innovation, client feedback, changes in assets under management and staff retention.

For a consecutive 8th year, we're honoured to have been recognised for our local offerings. On 13 November, we’ve been awarded "Best Shariah Compliant Wealth Management Offering" and ‘Best Overall International Private Bank’ by the WealthBriefing MENA Awards 2019 in Dubai. Present in the region for the past 50 years and Shariah compliant since 2018, we're proud to have developed an innovative & bespoke solution for our clients in this fast-growing and strategic region.

On 8-9 November, 90 universities across the globe came together at the 2019 McGill International Portfolio Challenge in Montreal to discuss the challenges of transitioning a pension plan from dependency on fossil fuel revenues to more environmentally sustainable investments.

Hear from our Senior Managing Partner, Patrick Odier, who opened the ceremony with a statement on the Sustainability Revolution.

Is the worst of the trade-induced slowdown behind us? The world economy is showing signs of a recession-free slowdown, and there might be progress in US-China trade relations. The cycle might not be over yet. 

On World Science Day for Peace and Development 2019, hear the story of Dr Tara Nanut and discover why Open Science is the future of discovery.

Sustainable investing is the future and a future that will drive returns for our clients. “Focusing investment on sustainability is a question of arithmetic and not only morality or ethics.” Hear from our Managing Partner Hubert Keller’s keynote speech at Bloomberg’s ‘The Future of Finance’ event in Zürich.

Read more on Patrick Odier, Senior Managing Partner at Lombard Odier Group, viewpoint at the FT Wealth Summit. Sustainability and technology are shaping the way we identify the talent and allow us to give our clients best-in-class services, today and in the future.

In one year from now, we will know if Donald Trump has won a second mandate or lost to a Democrat challenger. Joe Biden and Elizabeth Warren are building momentum. Investors need to be ready for more volatility.

Our brand strategy and our Islamic offering have received prestigious industry recognitions at the PWM/The Banker Global Private Banking Awards 2019 on October 31st in London. We’re honoured to see our expertise and personalised services recognised. Lombard Odier aims to continue to rethink wealth management and to provide our clients with exceptional solutions and services.  

With a unique 30-year presence on the Rivera, Lombard Odier is continuing to grow strongly in the domestic market thanks primarily to its global approach to wealth. Discover more on the expertise and personalized offering of our Vevey office.

Today, we are burying the world in a mountain of electronic waste. Unwanted computers, laptops, tablets and mobile phones are creating a huge health and environmental hazard. Yet inside these electronic goods lies a treasure trove. Metals as varied as copper, silver, gold and cobalt can be found inside these electronic items. E-trash mining is a growing industry where innovative firms are mining spent batteries and other electronic waste in order to rebuild products, extend their life or extract the valuable materials contained within. Read more from our experts here.

Sponge Cities, pioneered in China, offer a sustainable urban planning model with permeable infrastructure that holds, cleans and drains rainwater. Companies are creating technology to build porous roads that absorb water and cool the environment, are designing plant-covered rooftops for water collection and recycling, and are developing urban wetlands that retain and filter water. They are creating smart, sustainable cities - cities that can absorb water like sponges. Read more from our experts here.

The agricultural industry requires a rethink. We cannot keep up with rising populations; continue the overexploitation of our land and carry on chemically polluting our soil. What’s the solution? Precision agriculture is paving the way towards sustainable food systems. And there is a huge opportunity for investors. Read more from FT columnist, Merryn Somerset Webb.   

Investors need to wake up. Our current models are unsustainable and technology is the key to delivering a lean, circular economy where inequalities are reduced, and growth does not negatively impact the environment or society. The companies who adapt will be the winners of the future. We call these companies the Eagles. Read more from Didier Rabattu, Head of Equities, Lombard Odier Investment Managers.

Mario Draghi’s bold monetary policy left a lasting legacy. Christine Lagarde’s era will require a different set of tools and further coordination with governments to encourage fiscal spending. Will she be able to help the ECB step back from its saviour role and create a united monetary and fiscal policy framework?

Presented at the 2019 Islamic Business & Finance Awards, the win recognises our growing Middle Eastern franchise and commitment to innovative Islamic finance.

With the recent US-China trade truce and the risk of a no-deal Brexit dissipating, we see some opportunities in FX markets.

Healthcare, energy, food, mobility - all these sectors must be rethought in order to align with the transition to a sustainable growth model. Hubert Keller explains how this transition is a unique investment opportunity may offer significant returns.

The risk of a no-deal Brexit is dissipating. The UK parliament postponed the vote on the revised Withdrawal Agreement, and adopted the Letwin amendment, which seeks to prevent a no-deal Brexit. It seems unlikely that the UK will crash out of the EU without a deal. We look at the costs to the UK economy and implications for sterling.

A conference for corporate representatives and entrepreneurs focusing on sustainability and impact, the Forum included a panel featuring our Senior Managing Partner, Patrick Odier, on sustainable finance

In the face of regulatory change, operational efficiency has become crucial. Cost reduction is achieved through tailor-made digital solutions, adapted to the needs of external asset managers. The personalised, tailor-made approach that is at the heart of the relationship between external asset managers and their clients will be strengthened. 

The winner of the 2019 FBN NxG Lombard Odier Award has been revealed. A partnership between the Family Business Network and Lombard Odier, our Award recognises intrapreneurial and entrepreneurial projects initiated by the next generation of family business owners. Discover the winner and learn more about the finalists.

When it comes to sustainability in food, one company is determined to lead the way. We spoke to Blandine Stefani, Danone’s B Corp Director, about why sustainability is good business.

The UK and the EU might be inching closer to a Brexit deal. Discover what the potential agreement means for GBP and watch the full video.

With US politics in turmoil, the US economy is sending conflicting health signals. We look at the economic indicators and ask how worried investors should be about a US recession.

On Thursday 10 October, the Building Bridges Summit brought together 800 delegates from Swiss and international public and private institutions for an exciting programme of talks and panels on the topic of sustainable finance. Read more here. 

Japan is struggling to escape its economic ‘black hole’ of zero rates and in so doing, show other policy makers around the world how to escape the gravitational pull of ‘Japanification’.

Whether you’re a CEO or an entrepreneur, we can help you plan for your future. Pension provisions are often under unexploited and we have a comprehensive approach to managing pension assets over the short-,medium- and long-term. Read more from our expert Philippe Gay, Head of Swiss Offering. 

We cannot expect a revival in global output if US-China trade tensions continue to escalate. US consumer spending remains robust but job growth slows and certain sectors are beginning to show signs of concern. Read our full quarterly strategy by our experts.

Geneva is brimming with unexpected stories, innovative initiatives and enterprising individuals at the forefront of sustainable finance. We dip into Geneva's recent history in this area, which is unknown to many of the city's inhabitants, to understand better its sustainable ecosystem in the context of the "Building Bridges" event.

From 7-11 October 2019, Geneva will host  a “Building Bridges” summit with the aim of bridging the worlds of finance and sustainable development. Chaired by Patrick Odier, our Senior Managing Partner, the conference will bring together key stakeholders to discuss ways to foster the growth of sustainable finance.

Times are challenging for investors, as markets evolve under the influence of two opposing forces: the negative forces of the US-China trade war and Brexit, and the positive tide of central bank support. But the cycle is not over. Discover how we have positioned portfolios for the final months of the year in the latest video featuring Stéphane Monier, CIO Private Bank, and Samy Chaar, Chief Economist.

With growing concerns on the impact of tourism on the environment, many travellers are beginning to consider their carbon footprint. But what impact is this having on the tourism industry? And how can companies adapt to sustainable trends whilst enabling tourists to travel with a clean conscious? 

As a family business, we’ve developed a personalised approach to allow entrepreneurs to manage their assets in a comprehensive, structured and efficient way, by integrating their private portfolios with their pension assets and the surplus liquidity from their companies. At Lombard Odier, we believe that every entrepreneur is unique. This is why, we favour a holistic approach and take a long-term view at your assets. Discover more in our case study.

The decade-old bull market and low yield environment are pushing advances in alternative data sources and sustainable investment criteria.

Our Fondation Lombard Odier celebrates its 15th anniversary. We’ve supported innovative projects and participated to funding ground-breaking solutions addressing the most pressing educational and humanitarian challenges. We are proud to have engaged also in the development of the philanthropic sector on a large scale.

Greta Thunberg is a trailblazer for sustainability. And has led by example. Many young people are coming out in droves to protest against climate change and are turning to governments and businesses to help lead the charge. And they are seeing results. Last week saw renewed commitments from companies and investors alike, at the UN Climate Change Summit, in tackling climate change and building a better tomorrow. 

The 4th European B Corp Summit gathered on the 23th and 24th September with almost 700 people from 23 countries determined to make business a force for good. Read from our Head of Corporate Sustainability Ebba Lepage and other link-minded leaders driving the change towards a sustainable future. 

« Doing Better, More Efficiently: Measuring and Enhancing Philanthropic Vitality», a study imitated by Fondation Lombard Odier, takes stock of the state of philanthropic vitality in the region today, and identifies strategic opportunities to further enhance the dynamism of the sector.

France is making a name for itself as hub for global entrepreneurs, rising sustainability stars and may be on its way to rivalling Silicon Valley. France’s economy is growing quickly and with investment flooding in, we can see start-ups leading the way toward a sustainable tech ecosystem. Our partnership with France Digitale supports the next generation of disruptors. 

How are currency markets dealing with the latest round of easing measures and heightened geopolitical uncertainty? Read our latest insights in the September edition of the FX Monthly.

Frédéric Rochat explains our expertise in identifying companies committed to sustainability. The Eagles. Those who refuse to adapt or deny the Sustainability Revolution risk disappearing. We call these the Ostriches. Read more on our values, technology and our capabilities to do this on behalf of our clients. 

The US’s policies on trade and Iran are changing the geopolitical balance in the Middle East. An attack on a Saudi oil facility has increased risks for investors, although we do not anticipate a long-term oil shock.