insights.

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.

The results of Lombard Odier’s survey reveal that the share of investments in private assets in Switzerland is steadily growing in the current market environment. Read the press release here.

The UK’s growth prospects have accelerated. Still, high interest rates haven’t yet fully hit the real economy, including jobs and the housing market.

 

What will the second half hold: a US recession, an ongoing rally in risk assets? We give our H2 forecasts for the major economies and asset classes.

Lombard Odier’s B Corp™ status has been reaffirmed by B Lab^®, after the Bank became the first global wealth and asset manager to receive the certification in 2019.

Private assets remain a key component of a well-diversified portfolio for eligible investors. Higher capital costs are driving a focus on value. Manager selection, and access, are crucial for performance.

 

The United Arab Emirates offers new succession planning opportunities for non-Muslim expats, since a new law came into force on 1 February, 2023.

Since 2008, Fondation Philanthropia has received more than 40 sheltered funds and distributed a total of CHF 75 million. Read the full media release here. 

Find out how Beauty Disrupted is revolutionising an industry by giving soap bars a much-needed makeover.

It’s too early to predict AI winners, but investment into the semiconductors on which the technology depends will breed a new generation of start-ups.

 

In order to hit net-zero targets, the world will need 2 billion batteries for electric vehicles (EVs) by 2050. And for this, lithium supply will be key. Watch our video with the FT here.

What do we expect to happen to the dollar this year, and are we seeing reliance on the dollar wane? 

 

In this edition of the CLIC^® Chronicles, meet Camille Vever, CEO of jewellery giant Vever, and learn about how she plans to turn the iconic House into a sustainability beacon.

The climate transition will be built around four main pillars: land and ocean use, energy, materials and carbon, explains Frédéric Rochat in a column in Le Temps.

China still offers portfolio diversification and its economy is enjoying macroeconomic support. We look at the risks, and our preferences in Chinese financial assets.

 

Many founders dream about their exit but when they finally get there, they are unsure of how to proceed. Carl Verbrugge, Partner at Lombard Odier Group, shares his tips on what to consider before selling your company.

Find out how our partnership with PensExpert has enabled us to expand our existing offering in the area of occupational as well as private pension provision since February 2023. 

Markets remain focussed on small US banks’ health. Tighter regulation is likely, and it will affect US banking profits.

 

Buildings account for a third of global carbon emissions. To reach net zero, we need to create smart buildings and retrofit existing infrastructure. As our economy electrifies, unexpected profit pools will come to the fore – enter the humble sheep.

As residential solar energy increases, homes won’t just consume energy, they’ll produce and distribute it to the grid. They’ll turn into their very own power stations. Electrification is giving rise to a deep, fundamental rewiring of the economy. Here’s how.

Agriculture now claims 50% of all habitable land on Earth. We must return 20% to nature if we are to build a sustainable future. By investing in modern farming solutions, like regenerative agriculture, there is a path forward to a new food system.

Meet Glowee, the living light start-up wielding the bioluminescence power of marine microorganisms to create beautiful, environmentally friendly light installations.

For energy storage to match the growth of renewable production, rapid scale-up of long-duration storage methods is needed. Here, we look at five new technologies that could one day help underpin a new economy powered by near-limitless renewable energy.

A technical US default remains unlikely, but the consequences would be so dramatic that it deserves investors’ attention. We look at the possible, and likely scenarios.

 

Our Managing Partner, Frédéric Rochat, spoke to Il Sole 24 Ore about the stability of the Swiss wealth management sector and the strength that comes from being a privately owned, independent firm.