insights.

We look at the trade and economic uncertainties surrounding emerging equities and their valuations, along with the potential for growth.

With President Trump’s current stance on clean energy, China’s proximity to APAC may be critical in aiding the growth of sustainable solutions in the region, and boosting its own status as leader in many renewable energy segments.

Michael Strobaek, Global CIO at Lombard Odier, explores the implications of Trump’s tariffs for China and Europe, and how investors should approach asset allocation as uncertainty deepens.

Can the US economy avoid a contraction, and will US financial assets recover? We look at the recent volatility, and the tools to combat it.

What signs should investors be looking for to indicate that a sustainable market rally is underway in financial assets?

The US dollar’s weakness since US tariff announcements reflect the risk to American economic growth and inflation. We examine the implications, and set out our haven preferences. 

How might investors navigate the market turmoil triggered by US tariffs? We look at the background, and implications.

The chaos, confusion, and outrage around the imposition of US trade tariffs has roiled markets. John Woods, our Chief Investment Officer for Asia, cautions investors to brace for more shocks as “America First” embraces mercantilism.

Bloom's breakthrough technology, which converts often discarded plant components into fossil-free materials, could scale up bio-based production and accelerate the transition to a net-zero economy.

We take stock of President Trump’s decision to impose broad tariffs on US imports, and the wide-ranging investment implications.

Michael Strobaek, our Global CIO, shared our investment insights at a recent Kasikornbank event. Read on to find out what he shared regarding the global economy outlook, potential concerns on public debt globally, recent tariff announcements, and opportunities arising from AI.

Amer Malik, Senior Executive Officer Lombard Odier Middle East Ltd, shares insights on wealth management growth and challenges in the UAE and Saudi Arabia.

How will the UK’s recent budget measures affect the country’s economic prospects? We look at the implications for inflation, growth and monetary policy.

Lombard Odier is honoured to have been one of the major winners at the recent 2025 Euromoney Private Banking Awards in London, including two prestigious awards for the World’s Best Chief Investment Office and the World’s Best for Succession Planning.

Lombard Odier’s platform is recognised for its agility and scalability, winning “Best Technology Outsourcing Solution” at the 2025 WealthBriefing Awards.

At our inaugural Private Assets Investor Day, our experts met with a panel of thought leaders to discuss subjects from AI and real estate to sustainability and debt in today’s uncertain environment. 

What should investors take away from a few turbulent weeks on markets? We set out our expectations, and how we’re positioning portfolios to manage uncertainty.

We set out our forecasts for US growth and inflation, and the Trump administration’s trade policy uncertainties behind them.

Elise Beaufils, Deputy Head of Sustainability Research at LOIM, discusses why solar energy is at the heart of the energy transition and why now is the time to pay attention.

Dr Marc Palahí, Chief Nature Officer at Lombard Odier, explores bio-cities and how nature-based solutions can transform urban spaces and mitigate climate risks.

According to Hubert Keller, our Senior Managing Partner, there are two macro forces challenging business sustainability across all sectors of the economy – the environmental crisis and the social crisis.

Can Europe’s fiscal spending plans lead to a rebalancing of global equity portfolios? We set out our expectations and preferences.

Europe’s determination to increase its autonomy from the US will broaden investors’ opportunities. Michael Strobaek, Global CIO of the Private Bank, sets out the stakes. 

Three key charts in March 2025: AI investments surge globally, US tariffs disrupt trade, and climate disasters drive rising economic costs.

For China, growing trade tensions with the US and EU, and the need to reduce its reliance on external demand, require reform and time. Unfortunately, China is up against the clock. We assess the impact and direction from the latest National People’s Congress.

Which of the US’s trade partners are most at risk of tariffs on their goods exports? We examine the data, and look at which may be most vulnerable.

For our Asia CIO, John Woods, the lesson for investors in light of how the game of international relations is being played is clear – a diversified, balanced portfolio is no longer optional, it’s essential.

At Lombard Odier, we believe that innovation and collaboration can help reduce food waste. However, more vital information to be made publicly available so that better decisions can be made to tackle this urgent issue.

Geopolitical shifts, AI, and markets – how should investors adapt? Hear from experts at our industry-leading Rethink Perspectives event.

‘America first’ has triggered a massive response from the European Union and German. We look at the historic infrastructure and military spending plans that are being prepared.

What can investors learn from President Trump’s agenda outline before Congress? We set out the most important economic and investment conclusions from the speech.

How should investors assess efforts on both sides of the Atlantic to boost spending on critical infrastructure? We look at the programmes deployed by the EU and US.

How can a diversified, balanced portfolio hedge against the market volatility brought about by President Trump’s policies? John Woods, Asia CIO at Lombard Odier tells you more

Based in Berkeley, California, Twelve aims to replace fossil fuels with air and water, creating identical products while cutting emissions. We spoke with Co-founder and CEO Nicholas Flanders on how their groundbreaking technology is closing the carbon loop, an innovative step toward a circular economy.

Forest fires remain a growing challenge worldwide. Our Chief Nature Officer, Marc Palahí, discusses their underlying economic drivers and the need for systemic change in an interview with Handelszeitung.

What does the German election result mean for European investors? We look at the likely implications.

In our guide to business succession, we outline the essential steps for selling a company with complete peace of mind.

Can Europe compete with the AI giants? The AI Action Summit in Paris brought together global leaders and experts to outline an ambitious European strategy that balances innovation, ethics, and technological sovereignty.

Why is a life-cycle approach to asset allocation so important for women investors? How are economic transitions reshaping the long-term outlook for asset classes? Discover our new LO Women Invest publication.

What does a re-set in US-Russia relations mean for the global economy and financial markets? Risk-adjusted returns may see a shift that puts the spotlight on broad portfolio diversification.

The US has been Switzerland’s biggest export market since 2020, overtaking Germany to take top spot. We examine the outlook for the Swiss economy in the light of trade tensions.

Conventional plastic recycling can recycle plastic just 3-5 times before it becomes too degraded for further use. Could enzymes hold the key to a truly circular plastic economy? 

Read our 2024 full-year results. Assets under Management grew by 12%, driven by investment performance and favourable markets. 
 

Calyxia CEO, Jamie Walters, outlines how his revolutionary startup is transforming microcapsule technology to eliminate microplastics.

US oil and gas production is at record levels. What impact can President Trump’s energy plans have on global prices, and European supplies?

Our Chief Nature Officer, Marc Palahí, discusses nature-based business models and how commercial success can come from working in harmony with nature in an article published by Reuters. 

Lombard Odier secures four awards at the WealthBriefing Swiss Awards 2025, including Best Domestic Private Bank for the ninth time.

Michael Strobaek, Global CIO of Lombard Odier, examines market resilience and geopolitical changes, while Professor Alexandre Pouget explores the transformative impact of AI at our latest Rethink Perspectives event.

Are US tariffs and the arrival of DeepSeek’s AI model a game-changer for US stocks? We look at the stakes.

Autonomous taxis and other autonomous vehicles are being trialled in a number of countries globally, and APAC is ideally positioned for what could be world-leading growth in this sector. Can we find the right balance between innovation, safety and winning the confidence of customers?