insights.

With the full impact of high interest rates yet to reach economies, we examine the investment landscape for the last quarter of 2023.

 

How have private, unlisted assets fared? After several years of outstanding performance, particularly in private equity, should we worry about a possible crisis?  We examine the outlook with Thierry Célestin, Head of Private Asset Investment Solutions for our private clients. 

France Digitale Day, the key annual event for the French and European startup ecosystem, placed sustainability at the heart of its 2023 event. We take a look back at the major trends.

We examine the benefits of sustainable private equity strategies - and how they can meet the objectives of clients who recognise the need and opportunity to help finance the transition to a sustainable economy.

AI is transforming financial services, influencing everything from fraud prevention to the customer experience. But AI also brings risks, with concerns over accuracy, cybersecurity and more. With the AI market expanding fast, can investors distinguish between hype and lasting innovation?

Whether you're thinking of moving to Dubai, Abu Dhabi or another Emirate, relocating to a new country requires careful planning. Discover our expert’s tips for a seamless relocation from a wealth and tax perspective.

China and Brazil offer contrasting economic outlooks. We examine the forces at work, the likely policy path and impact on financial assets in these key emerging markets.

When planning for your retirement, choosing between a lump sum or a pension goes beyond considering the tax implications. At Lombard Odier, we can support you by providing a comprehensive evaluation of your situation and offer financial planning for the future.

Revaluing nature is seen as a critical step in achieving a nature-positive economy. Discover how Lombard Odier is investing in nature through holistiQ, aiming for sustainable, long-term returns.

How do high-net-worth women want to manage their wealth? Our exclusive new survey reveals three key trends that are set to shape the wealth industry for the long-term.

Private credit is on its way to becoming a mainstream asset class. What are the risks and benefits for investors?

How can we rethink agriculture to move towards a more sustainable model that respects nature? We spoke to Michel Darbellay, a member of the executive board of the Swiss Farmers' Union, who describes the issues, challenges and constraints facing the sector today, as well as the solutions already in place and those yet to come.

Our Managing Partner Frédéric Rochat explains to the NZZ how the environmental transition will drive strong returns for investors, how the era of globalisation is coming to an end, and how expertise forms the crux of private banking.

What’s next for the US dollar? Robust growth and yield differentials keep driving the currency higher. We explain why we see the USD’s strength persisting.

At Lombard Odier, efforts to lower carbon emissions and reach net zero have already begun. Our Head of Corporate Sustainability, Ebba Lepage shares her views on how companies can reduce their carbon footprint and join the transition to a sustainable future.

Alexandre Meyer has been appointed Managing Partner of Lombard Odier Group as of 1 January 2024. Having joined the Firm 25 years ago, his appointment underlines the continuity provided by the Bank’s independent partnership governance model.

America’s shoppers have surprised investors in the face of high interest rates. We look at signs that post-pandemic spending is normalising.

Marc Palahí, Chief Nature Officer at holistiQ Investment Partners, makes the case for nature as our most precious asset and explains how we can protect it by making it investable. 

What are the three main subjects for investors as we head ‘back to school’? We present our global investment strategy outlook for the remainder of 2023.

Emerging market consumption, ex-China, is supporting global oil markets. What does slowing Chinese growth mean for crude, and copper, a key component for the green transition?

Plastic has improved the daily lives of billions of people, but it has also contaminated almost every corner of our planet. We need to rethink our relationship with it now.

The US continues to defy global growth trends. We look at the risk that American consumer spending could trigger more inflation and push the Fed into even higher interest rates. 

Tourism is responsible for 8% of all man-made GHGs and often leads to overdevelopment and local environmental damage. But, done well, could tourism be a catalyst for both economic growth and environmental preservation?

Read our 2023 half-year results. The Group attracted solid net new money across its Private Client and Asset Management divisions in the first half of 2023.

Diversity across the eurozone offers some economic resilience as Germany slows. How should investors be positioned as we see a risk that the ECB continues to overtighten monetary policy? 

Carbon markets will play a major role in accelerating the global economy's transition to a more sustainable future.

What does the future of agriculture look like? According to Swiss agritech Ecorobotix, robotics & AI will reduce the cost of farming & make it more efficient while preserving our natural capital. 

A sustainable future requires a circular economy; one geared towards maximal reuse and recycling, and minimal waste. Here’s how we get there, and who’s leading the way.

Light pollution is a profound environmental issue with long-term impacts for biodiversity, essential natural systems and even the amount of pollution in the atmosphere. Fortunately, the quest to combat the phenomenon also affords exciting opportunities for investors.

2023 seems to be a year of transition and gradual normalisation. But is this a return to normality? Here, we look at the long-term trends to answer some pressing questions: what is the outlook for the world’s major economies in the face of persistent inflation? What impact is monetary tightening having?

Serge Fehr will assume responsibility for the Bank’s Swiss Domestic Business as of 1 August 2023, with a focus on continued growth in the Group’s home market. Read the full media release here.

One year on from the launch of our food systems strategy, discover the four key pillars of 'New Food Systems' – as we target a sustainability transformation that will provide food for all while cultivating soil that absorbs more carbon than it emits.

Investors are looking for a stimulus package to support Chinese growth and stave off deflation risks. 

 

Discover how Chopard has embarked on a mission to make its creations more sustainable and is paving the way for a new vision of ethical luxury.

Speaking at the Family Business Network’s Community Gathering in Italy, Michael Urban, our Chief Sustainability Strategist, explained that family firms must be ready to adopt new business models so that they can seize the opportunity of the great economic leap forward that is The Sustainability Revolution.

What lies ahead for the US economy – and how are we adapting portfolios accordingly?

 

Dubai has become an important financial centre for the entire world. Meanwhile Abu Dhabi has become a decision centre that is attracting growing global attention. Read the full interview with Arnaud Leclercq, Partner Holding Privé and Head of New Markets.

Today, electrification is accelerating exponentially, with the electrification rate of our economy set to rise from 20% to 70% within 30 years. This profound transformation of our energy systems represents a veritable revolution and a major financial opportunity for investors.

Peak interest rates will catalyse real estate valuations. Opposing factors mean we remain neutral on real estate for multi-asset portfolios, while watching for a potentially new property market cycle.

 

Lombard Odier reinforces its strategic objectives by opening a new office in Zug and appointing an experienced team of bankers. This decision reflects the Group’s ambition to develop the Swiss-German market and maintain a close relationship with clients.

Nature is proving to be one of the greatest sources of inspiration in the fight against climate change. Today, architects, scientists and designers are drawing inspiration from it to find new ways to drive The Sustainability Revolution.

Japan’s inflation revival is attracting foreign investment interest. As pressure on the BoJ grows to tighten monetary policy, we assess the prospects for the yen and the country’s financial assets.

 

Can the US continue to defy recession? How should we position portfolios for uncertainty? We give our Q3 macro and investment outlook.

 

Lombard Odier’s study on women and investment reveals that their key priorities include passing on wealth to future generations, and contributing to a more sustainable world without sacrificing financial performance.

Lombard Odier consolidates its sustainability expertise by appointing renowned forest expert Dr Marc Palahi as Chief Nature Officer. Read more on his role here.

For Edouard de Saint Pierre, Director of Lombard Odier France, one of the challenges of our time is to continue to evolve with the next generations, while combining economy and sustainability in a sincere and innovative approach.

How should investors be positioned for the late phase of this economic cycle? We offer our ten strongest convictions for the rest of 2023.

 

Colossal amounts of used clothing are sent to landfill in Africa. But where others see waste, companies such as Artisan Fashion and the Ethical Fashion Initiative see resource.

Lombard Odier is proud to announce the launch of holistiQ Investment Partners, a dedicated sustainable asset management business within Lombard Odier Investment Managers in partnership with Systemiq, the leading system change company.

The explosion in artificial intelligence tools for the general public such as ChatGPT in recent months has thrown up a number of questions for the financial sector.