insights.

What makes the World Economic Forum so valuable is its unique role in bringing together governments, NGOs, academic institutions, businesses and civil society in a spirit of collaboration and innovation. If we are going to succeed in ‘Creating a Shared Future in a Fractured World’, it is imperative that we build bridges between all of these different parties.

Lombard Odier and the Global Fund are pleased to announce a strategic partnership to rethink traditional approaches to investment and philanthropy to make it easier for more people to contribute to the fight against some of the world’s most pressing health challenges. 

The dynamics of Japan’s economy point to a firmer yen and a bullish stock market. But will the central bankers take the hint?

Patrick Odier, Senior Managing Partner

This article was first published in Le Temps, 22 January

Private bank Lombard Odier’s Chief Investment Officer Stephane Monier is upbeat about the growth prospects as he trains his focus towards emerging markets.

This article was first published in Forbes Middle East

Die Neue Zürcher Zeitung hat den Artikel am 11. Januar 2018 publiziert

When deep personal passion about a social or environmental issue enlists a great idea how to make a difference on the ground, we are on the path toward high-impact philanthropy.

Our view of the world warrants continued pro-growth investment positioning, even though we expect more modest returns going forward as the cycle matures.

Accelerating growth in most of the emerging markets complex should offset a likely modest Chinese deceleration next year

The Bank of Japan remains the most accommodative central bank, despite some supply limits having been reached and inflation picking up on wage growth and an undervalued currency

Europe outperformed expectations in 2017 as economic and political risks abated. All signs suggest the strong recovery will continue in 2018

The US is on track for its second longest post-World War II expansion, even if growth should prove somewhat softer in 2018, given reduced slack

Article publié dans l’Agefi, le 15 décembre 2017

Par Stéphane Monier, Chief Investment Officer Lombard Odier Private Bank

Seeing the impact of your investment is what really matters. In these uncertain and changing times, investing for impact has become increasingly important

It took a decade but the crisis is now behind us: the global economy has found a “normal” footing, inflation is starting to come back into the picture – although far from posing a risk – and central banks are able to gradually remove exceptionally supportive policies

The global momentum is set to continue in 2018, but the opportunity set is changing

Progress in talks for the UK to exit the EU have put the country on course for a ‘soft’ Brexit, leading us to a less negative view on sterling. Still, we note that negotiations have moved from one period of uncertainty to another, and that key questions remain on the shape of Britain’s post-EU economy

Article publié dans La Tribune de Genève online, le 14 décembre 2017
Par Sophie Chardon, Stratège cross-asset

Latin America may turn out to be one of the most interesting emerging regions next year, given the potential premium associated with various political risks

As Italians head to the polls to designate their next government in 2018 under a new electoral system, we believe unstable politics should not harm economic progress. However, the country still faces numerous structural challenges in the long-term

Lombard Odier is pleased to announce that Olivier Steimer, a well-known figure in the Swiss business and banking world, will join the Board of Directors of Bank Lombard Odier & Co Ltd as an independent member on 1 January 2018

Investing today is often pitched as a battle: stuffy fund managers versus cutting-edge exchange-traded funds. But oversimplifying the divide between “active” and “passive” does not help investors

At Lombard Odier, we believe in arming our clients with the best knowledge, tools and support to change and control their wealth. Our bespoke advisory offering gives you control, but you are not alone

Swiss-based and world-renowned, architects Herzog & de Meuron, have won our international contest to build our new head office in Bellevue, Geneva

Lombard Odier has unveiled an ambitious architectural project to build its new global headquarters in Bellevue (Geneva) by 2021. Designed by the prestigious architectural firm Herzog & de Meuron.

We launched an international architectural contest and the unanimous winner was the Swiss-based Herzog & de Meuron, one of the most renowned practices in the world, makers of architectural masterpieces such as the Tate Modern and the 2008 Beijing Olympic Stadium

The Lombard Odier Group announced today that Herzog & de Meuron has won the contest for its new state-of-the-art headquarters in Bellevue (Geneva).

Lombard Odier and Monocle further explore how businesses are revolutionising the way that we deal with resource shortages. Our most valuable natural resource is under threat. Discover the businesses that are tackling water shortages, plastic waste and microfibres from clothing in innovative ways

Lombard Odier and Monocle further explore how businesses are revolutionising the way that we deal with resource shortages. Meet the start-ups that are rethinking how food can be produced, prepared, distributed and consumed in a sustainable way. The agricultural industry needs to adapt and so do we

More than 200 guests gathered in London on 16 November at two events to debate our economic and investment outlook and the value of investing for environmental and social impact

Article publié dans La Tribune de Genève online, le 16 novembre 2017
Par Stéphanie de Torquat, Stratège macro 

An Impact Investment survey by Lombard Odier of next generation High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs) in Asia found that almost all (98%) of those who participated were looking to increase their allocations to Impact Investments, with 3% of these seeking to make 100% of their portfolio impact-driven

Les matières premières vont-elles reprendre leur place dans les portefeuilles multi-actifs?

Article publié dans l'Agefi Indices le 13 novembre 2017
Par Sophie Chardon, Stratège cross-asset

Elected amid sky-high hopes three and a half years ago, India’s Prime Minister Narendra Modi now faces a growth slowdown and rising critique of his reforms

Visibility, recognition and a differentiated positioning as thought leader for our Maison are the goals of our Rethink Everything branding campaign. Chief Branding Officer Fabio Mancone tells persoenlich.com, the Swiss business magazine for communication and advertising, that results so far have exceeded expectations

Im Interview gibt Fabio Mancone, CBO und geschäftsführender Vizepräsident bei Lombard Odier, Auskunft über Strategie und Erfolge der «Rethink Everything»-Kampagne

At Lombard Odier, we are solely dedicated to managing our clients’ wealth, not just for now but the long term. We are proud to have won the prestigious ‘Overall GCC Private Bank’ award at the 2017 WealthBriefing GCC Region Awards ceremony on 8 November 2017. This award win reinforces our dedication to the Gulf Cooperation Council region

Lombard Odier, leading global wealth and asset manager, has reinforced its dedication to the Gulf Cooperation Council (GCC) region with the prestigious ‘Overall GCC Private Bank’ award at the 2017 WealthBriefing GCC Region Awards ceremony last night 

Buoyed by strong earnings growth, Swiss small and mid-caps have outperformed large caps by over 11.8% year-to-date. This trend has also been observed in the European markets, and has recently started in the United States. Here, we analyse the potential of this important sector of the Swiss economy

Ville à vocation transfrontalière, Genève a toujours été un berceau d’idées. Aujourd’hui, elle est à la fois un centre financier doté d’une économie diversifiée axée sur les services et le siège international d’entreprises importantes. Ses institutions financières gèrent plus de 1000 milliards de francs d’actifs financiers.

Article publié dans Le Temps le 6 novembre 2017
Par Patrick Odier
Associé Senior du Groupe Lombard Odier

As of July 2017, 86.83 per cent of all web searches were carried out through Google. With such dominance of the search engine market, could that data be used to power better investment decisions?

When data giant Nielsen bought London-based audience data business VisualDNA in December 2016, it was investing in technology that has been quietly revolutionising banking in emerging markets

For quite a while now, stock pickers have had a hard time. Once venerated for their ability to identify movements on the stock market before they happened, they have spent more than a decade being out performed by passive funds which track a market-weighted index. 

Over the last two centuries, at Lombard Odier, we have never ceased to pre-empt change and adapt to the times. Today, we have developed into a leading, global business and are proud to celebrate three decades in Asia

With a comprehensive approach that digs beneath the raw data to uncover businesses that are ‘walking the walk’ on ESG and responsible investing issues. ‘Rethinking Responsible investing’ conference – 30 October, London

By many measures, stock markets can currently be deemed overvalued. Yet, taking a longer historical perspective, we find that “soft Goldilocks” environments such as prevails today (with low but stable growth, and positive but contained inflation) tend to favour higher valuations. As do the improved global macroeconomic outlook and the richness of other asset classes, credit and government bonds notably.

From the desk of Lombard Odier Private Bank CIO, Stéphane Monier, and macro strategist for Asia, Homin Lee, this Flash Bulletin discusses our response to the outcomes of China’s Communist Party Congress, outlining why we expect to see the emergence of a more stable China, both economically and politically

The future generations are the most important influencers of tomorrow. At Lombard Odier, our ambition is to be the chosen wealth manager for entrepreneurs and families for generations to come

Lombard Odier, global wealth and asset manager for private and institutional clients, is pleased to celebrate 30 years in Asia as it continues to grow its business in the region

As rethinkers for over two centuries, we have been committed to developing our global presence in order to serve clients all over the world.  We are proud to celebrate, on 1 and 2 November, three successful decades in Asia and look forward to many more years