insights.

How will European banks fare as interest rates fall? We examine the outlook.

As geopolitical rivalry grows, it’s easy to assume investment opportunities would diminish. Yet competition between great powers is simply reshaping where opportunity is found, as the US and China move to defend their national interests.

Conventional wisdom says as we live longer, an ageing society will drain the economy. But with the help of AI, the older generation will become a vital economic force of the future. A more productive world is a world worth investing in.

Right now, sustainable investing is being questioned. But the cold reality of global heating cares nothing for market fluctuations. The environmental transition is unstoppable. To ignore this is a risky investment decision.

As geopolitical rivalry grows, it’s easy to assume investment opportunities would diminish. Yet competition between great powers is simply reshaping where opportunity is found, as the US and China move to defend their national interests.

In today’s rapidly changing world, it is easy for investors to be knocked off course. At Lombard Odier, we always take the long-term view, basing our decisions not on today’s ‘noise’, or the prevailing wisdom, but on a deep understanding of the systems changes the world is going through.

The office aims to strengthen the Bank’s proximity to its Belgian clients, particularly in the Dutch-speaking area. It forms part of Lombard Odier’s growth strategy in Belgium. 

Has fresh stimulus changed the game for China’s economy and assets? We examine the outlook.

Falling interest rates are changing the prospects for European economies and assets. We explore their changing fortunes.

Innovative use of lionfish, an invasive species that decimates reef ecosystems, is transforming them into eco-friendly leather, helping fashion brands create sustainable products.

Designed to meet women investors’ needs and preferences, our new publication explores investment and wealth management topics.

Frédéric Rochat, our Managing Partner, explores the bank's strategic expansion in Zug, emphasising a selective, long-term growth approach amidst a competitive market, and discusses the proposed Swiss inheritance tax initiative.

Having started the cycle with a large cut, where will the Fed go now – and what does it mean for currencies?

The Swiss occupational pension system gives you an opportunity to increase your retirement capital while benefiting from tax deductions. Read our top tips on how to get started.

Michael Strobaek, our Global CIO Private Bank, expects a clear signal from the American monetary authorities next week. From now on, its focus is on employment.

As the Digital Revolution merges with The Sustainability Revolution, concerns are growing over the sustainability of big data itself. Discover why embracing green data is essential to building a sustainable economy.

For business owners, financial planning is an essential tool for modelling and building a wealth strategy ready for retirement.

Should investors be concerned about a US debt default? Is rising government debt globally a problem? We analyse debt dynamics.

Samy Chaar, our Chief Economist, argues in favour of the dollar and financially strong SMEs -– and warns against a trade war with China.

AELER’s cutting-edge shipping containers provide real-time data on everything from location to temperature to carbon dioxide emissions. Set up in 2018, the company is rapidly expanding.

The US Treasury yield curve is normalising. As the Federal Reserve prepares to cut interest rates, we look at how best to position portfolios to benefit.

As of 1 September, Frédéric Praz is responsible for Private Client activities for Lombard Odier’s France, Belgium and Luxembourg region. 

How do luxury brands balance sustainability objectives with growth? Some firms, such as Piaget, owned by the Richemont group, now see sustainability as essential to customer loyalty and economic success.

Read our 2024 half-year results. The Group remains focused on delivering organic growth through its Wealth and Asset Management businesses, and continues the generational transition of its Partnership.

As investors prepare for a busy four final months of 2024, does another market storm lie ahead? With the Federal Reserve about to move, where are the key opportunities and risks? 

How should investors think about recent US dollar weakness? We argue for a nuanced outlook for the currency against the euro, Swiss franc, sterling and yen.

Dubai’s growth makes it an important wealth hub. Amer Malik, Head of Middle East International at Lombard Oder Group, discusses challenges and success with WealthBriefing.

The dynamics driving demand for Swiss listed real estate look promising. We examine why yields and valuations are attractive, having recently added exposure to our Swiss portfolios.

What are investors anticipating from COP16? In recent times, Lombard Odier Investment Managers have dedicated efforts to understanding nature-related opportunities, further highlighted by the appointment of Marc Palahi to Chief Nature Officer.

What should investors make of the race for the White House? Will we see a divided or united Congress? We explore scenarios and implications for US Treasuries, equities, and the dollar. 

“The Swiss are cognisant of the sector’s role in relation to Switzerland’s prosperity and economic position.” Discover more from Denis Pittet, Lombard Odier Managing Partner and President of the Fondation Genève Place Financière.

Meet Iiro Kankaansyrjä, CEO of EasyWaste. An innovative company that leverages  AI and the Internet of Things to provide companies with detailed data on their recycling rates and finds them the best waste management providers. 

Our Managing Partner Alexandre Meyer meets the Mayor of Bellevue, Bernard Taschini, to learn more about the town where our new headquarters are located, and to explore the local legacy ‘1Roof’ will create.

What should we make of the market correction – and what will the Fed do now? 

As brands increasingly put sustainability front and center, the fashion industry is exploring regenerative cotton to enhance biodiversity and reduce water use. Discover how sustainable practices are revolutionising fashion and driving a nature-positive economy.

In July 2024, financial markets faced rising geopolitical risks. Here are the three key charts to consider this month to help investors navigate this uncertain period.

Can China revive its economic growth? Its authorities have signalled only limited support to key sectors at the recent Third Plenum. What’s at stake for the economy and investors?

How does Lombard Odier meet the unique demands of clients in Central Switzerland? According to Marco Arnold, Local Managing Director at our Zug office, Zug's status as a financial hub, with a diverse ecosystem of entrepreneurs, makes it an ideal fit for our personalised, high-quality services.

What do uncertain politics mean for markets? As President Biden’s withdrawal from the White House race marks another pivot, investors need strong guidance to navigate turbulence. 

After a solid first half for stocks, where do we see opportunities now? 

The global urban population has risen 450% since 1960, growing six times faster than the rural population. This rapid urbanisation highlights the urgent need to find low-carbon materials to build tomorrow’s urban world.

Most business owners underestimate the value of an aggressive pension strategy, either for themselves or for their business. We look at efficient ways for entrepreneurs to plan their pension strategies.

The new Olympic House is a physical manifestation of the IOC’s commitment to sustainability. Across the lake, Lombard Odier’s new headquarters, 1Roof, shares much with Olympic House and the Olympic spirit.

Discover Monsoon Tea’s innovative approach to sustainable tea production, combining traditional knowledge with modern technology to enhance biodiversity and fight climate change.

Discover more on transaction structures with our in-depth analysis on mergers and acquisitions models in wealth management.

What do UK and French elections mean for economic policymaking and for our investment strategy? 

Gradually embraced by an increasing number of sectors, the circular economy charts a clear path towards a sustainable future, aiming to meet the Paris Agreement targets by 2050 and accelerate the transition to net zero.

Can political risks upend the improving growth and inflation outlook? Discover how we are investing for a hot political summer in our Q3 2024 video with Samy Chaar.

Could turbulent times boost the dollar? We assess the outlook and election scenarios. 

We present our scenarios on the French elections after the first-round vote.