insights.

WealthBriefing recently had the opportunity to speak with Amer Malik at Lombard Odier’s offices in Dubai. He offered insights into the challenges and evolving needs of clients, as well as providing a broader perspective on the opportunities available in the UAE and the wider Gulf region.

Three key charts in January 2025: Bitcoin – strong performance amid high volatility, the momentum of U.S. high-yield bonds, and investment opportunities in reusable packaging.

Where do we see opportunities for investors as Donald Trump takes office? Our portfolio risk exposures stand above strategic levels. Samy Chaar explains why in our new investment strategy video.

The Trump administration’s initial policy initiatives have - so far - reinforced our economic and investment outlook. Trade and immigration plans lack detail, but may be neutral for inflation.

At WEF 2025 in Davos, leading thinkers from finance, politics, science and climate change made the case for investing in four types of capital – natural, social, human and produced – with nature being the starting point. 

Elise Beaufils, Deputy Head of Sustainability Research at Lombard Odier Investment Managers, explains our sustainable investing strategies. She outlines our focus on energy systems, regulation, and private equity, and highlights the role of circular plastics in reducing emissions and waste.

How will Donald Trump shape climate policy? What impact will the US’s new policies have on sustainable investments? We set out our expectations across sectors.

How should one navigate a dynamic market landscape to avoid risks, stay vigilant, and capitalise on opportunities? John Woods, Asia CIO at Lombard Odier tells you more.

Asia-Pacific’s semiconductor chip manufacturers are at the centre of the net-zero transition, yet the environmental impact of their own operations is pressing. How can they find the right balance?

AI-powered shopping assistants and sustainable innovations lead 2025 trends, setting the pace for a smarter, greener future for consumers and retailers alike.

Nannette Hechler-Fayd'herbe, CIO EMEA and Head of Investment Strategy, Sustainability and Research, joins economists to discuss investing, markets and rates.

Why invest in US high yield bonds? We look at why the segment should outperform other fixed income assets in 2025.

What role is timber playing in redefining construction? Innovative, sustainable materials are creating investment opportunities and challenging steel and concrete as dominant building materials.

California’s wildfires underscore the urgent need for sustainable solutions. The shift towards a Circular Bioeconomy will help restore ecosystems and build resilience to extreme fires.

In an interview with Blick, Nannette Hechler-Fayd’herbe, CIO EMEA at Lombard Odier analyses economic perspectives for Europe and Switzerland in 2025, including interest rates, Swiss real estate and US policies.

What does holding Bitcoin do for a portfolio? We look at the impact of a small allocation to the cryptocurrency on a multi-asset portfolio.

How should portfolios be optimally positioned at the start of a new year? John Woods, Asia CIO at Lombard Odier tells you more.

Entering the festive season, we look back on 2024 and wish you and your loved ones the best of health and every good fortune for the year ahead.

“We combine history and tradition on the one hand, and security and innovation on the other”: an interview with Stephen Kamp for FundsPeople on Lombard Odier’s ambitions in Spain.

How should investors view the latest Fed decision and subsequent market reaction?

At Building Bridges 2024, delegates explored the powerful financial case for integrating nature-based solutions, circular business practices, and sustainable investments to drive future-proof economic growth.

As sustainability takes centre stage, re-commerce is providing fashion brands with innovative ways to grow, while minimising the industry's environmental footprint.

Our strategic asset allocation framework is evolving. We explore the tweaks to our ‘total wealth’ approach, diversifying asset class exposures for portfolios.

Reinforcing Lombard Odier’s senior management and platform is essential to maintaining competitive edge and capturing growth opportunities in Asia.

Budget bill, rate cuts, transfer conditions: our wealth engineering experts analyse the challenges facing entrepreneurs in France in 2025. 

Denis Pittet and Geoffroy Vermeire share insights with L’Echo on bespoke private banking, wealth management, and opportunities in Belgium. 

What does the first monetary easing step in 14 years mean for China’s outlook and financial assets? We believe investors should stay prudent.

A new Trump administration will shift US economic and fiscal policies, acting as a fresh catalyst for American assets. How does this change global investment opportunities?

As the palm oil industry transitions towards greater sustainability, the journey is the key. Read on.

Where are we in the AI revolution? What’s in store for 2025 and the decade ahead? A conversation with Alexandre Pouget, Professor of Computational Neuroscience at the University of Geneva and AI expert.

What should investors make of political events in France and South Korea, and their impact on financial assets?

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 pacesetter for the Asia-Pacific region, this strategic alliance model has enabled Lombard Odier and KBank Private Banking to harness their shared values of innovation and client-centric services.

How is the car industry reacting to the rise of electric vehicles and Chinese manufacturers?

Democracy has spoken – Trump’s mandate for change is overwhelming and Asia finds itself in the crosshairs of the Trump administration and its policymakers. Read on.

Where should investors be looking in 2025? We present our 10 Convictions.

New rules on UAE tax residency introduced in 2023 aim to accommodate the country’s large population of expats, modernise its tax system and align itself with international standards.

In this exclusive interview with Expansión, our Global CIO Michael Strobaek discusses shifting monetary policies, Bitcoin, geopolitical challenges and opportunities in AI. 

Bank Lombard Odier is pleased to announce two strategic appointments within the management team of its Private Clients unit. Stephane Herrmann has been appointed Chief Operating Officer for the Private Clients unit and Jessica Rabut has been appointed Chief Executive Officer of Lombard Odier (Europe) S.A.    

What does the coming year have in store for the world’s major economies and asset classes? Read our Outlook 2025 for full insights.

The Circular Bioeconomy Alliance (CBA), a charity established by His Majesty King Charles III, calls for urgent transition to a ‘nature-first economy’.  

Lombard Odier has been named the best ‘Overall International Private Bank’ headquartered outside the MENA region, as well as the best ‘Shariah-Compliant Wealth Management Offering’.

AI expert, Lars Tvede shares his predictions at Lombard Odier’s event on how artificial intelligence, quantum computing and emerging technologies will reshape the employment, energy and healthcare sectors in the next decades.

In an article published by FT PWM during COP29, Felix Philipp, Head of Circular Economy Research at Lombard Odier Investment Managers, shares his vision.

How will Asia’s assets fare under another Trump administration? We look at the implications for investors.

Lombard Odier has appointed Stéphane Python as Local Managing Director of its office in Fribourg. Effective from 1 January 2025, the appointment forms part of a generational handover in keeping with the Group’s tradition of business continuity. Didier Muller, will hold his position as the Head of the Fribourg office until the end of December, and will remain with Lombard Odier and continue to serve clients in the years to come.

For entrepreneurs, passing on or selling their business is a challenge. This unavoidable rite of passage becomes all the more emotional when the business is a family one.

Entrepreneurs often underestimate the opportunities that a well-designed pension strategy can offer. Yet it is crucial to optimising their wealth and tax situation, providing better protection for their loved ones and boosting employee loyalty.

“Nature-based solutions can contribute to over a third of the emissions reductions needed by 2030 to limit global warming to below 2 degrees Celsius” – an interview with Laura García Vélez, Nature Specialist at Lombard Odier Investment Managers (LOIM), on COP29.

The prospect of another Trump administration has shifted the investment landscape. We examine the opportunities, and implications for financial assets.