insights.

Vous résidez en Suisse et souhaitez planifier vos avoirs de prévoyance ? Quelles sont les solutions innovantes et personnalisées, adaptées à vos besoins patrimoniaux spécifiques, à vos objectifs de vie, ainsi qu’à ceux de votre famille ?

L’économie nippone affiche des signes de vigueur que la Banque centrale ne devrait pas ignorer très longtemps. Les investisseurs doivent se préparer notamment à l’appréciation du yen.

Article publié dans le magazine Bilan, le 28 février 2018

Caisse de pension surobligatoire, libre passage ou assurance à prime unique : ces solutions, intéressantes fiscalement, sont en plein développement

Article publié dans le magazine Indices, le 26 février 2018

Each family governance structure is unique and adapted to the needs of a given family, and frequently takes the form of a tool called a family constitution. The topic of values and family constitution is a key component of the “governance” section of the Lombard Odier Family Programme.

Italy’s upcoming elections (due to take place on 4 March 2018) have so far generated little concern among market participants as the risks surrounding them appear greatly reduced

Sharp movements in markets have been a wake-up call for complacent investors, but should not have surprised anyone

Le contexte de normalisation des taux est favorable à l'industrie. D'autant que l'évolution des processus associe plus efficacement humains et machines.

Interview de Stéphane Monier dans L'Agefi du 13 février 2018

Article publié dans l'Agefi online, le 6 février 2018
Par Samy Chaar, Chef économiste

We're honoured to have been commended four times at the “WealthBriefing Swiss Awards 2018", for our services to private banking and to our clients. We're proud to have been rewarded for our commitment to the industry, responsible capital and for keeping our clients at the heart of everything we do. This is why we continue to "Rethink Everything" and help our clients achieve their ambitions. The ceremony was held in Geneva on Thursday 8 February.

As well as structural inefficiencies, lacklustre hedge fund performance in recent years can be attributed to a combination of low interest rates, depressed volatility, high inter- and intra-market correlations and the impact of valuation-insensitive investors. Each of these cyclical headwinds is showing clear signs of easing, and HF performance has already improved across the board in step with this changing environment. As the monetary policy environment continues to normalise and volatility picks up, we see a stronger case for HF allocation.

We are reaffirming our constructive stance and raising our targets on most commodities

With Argentina poised for possible inclusion in the MSCI Emerging Markets Index this year, investing in the market now could offer strong rewards – but beware the bumps along the way, writes Stéphane Monier.

Article publié dans La Tribune de Genève online, le 1 février 2018
Par Stéphanie de Torquat, Stratège macro

At the heart of private banking lies understanding. Understanding the needs of clients, being creative and the ambition to turn the wishes of an individual into a reality.

At Lombard Odier, solving the world’s most pressing social and environmental challenges, as an investor or philanthropist, goes hand-in-hand with strong financial performance

After two years of economic difficulties triggered by trembling oil prices and international sanctions, we believe Russia’s economy is firmly on the road to recovery with real GDP growth expected to have reached 1.7% in 2017, according to the World Bank. While there are, of course, challenges that the economy must overcome, we forecast that the positive momentum that began in 2017 will build over the year to come.

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