insights.

Brazil’s commodity-fuelled economy now faces elections in October. Interest rates are close to peaking and inflation is high. For the country’s financial assets, this means more volatility.

Stéphane Pedraja, Capital Partner, responsible for French-speaking Switzerland within our Private Clients division, will be in charge of Lombard Odier’s new office in Verbier, bringing bankers and their clients even closer together. 

If the strength of EAMs lies in their independence, this does not mean they must go it alone - quite the contrary. Collaborating with strong partners can help them maintain their entrepreneurial freedom.

Can we find a plastic pollution solution? Plastic waste is flooding our oceans and filling landfills around the world. We identify 10 solutions, as we look at how to tackle plastic pollution.

Any threat to Taiwan’s ambiguous status quo threatens the global economy, which depends on the island’s semiconductor know-how.

In this interview with Laurent Pellet, our Global Head of External Asset Managers and Limited Partner, discover the importance of partnerships and the challenges and enormous opportunities of digitisation for EAMs.

What’s next for the US dollar? We assess a more complex picture for the greenback ahead, plus our broader views and updated forecasts on major developed and emerging market currencies.

We look at the apparent paradox of still-positive earnings expectations and slowing economic growth.

Forests are a vital natural resource. Here, we look at five reasons to protect them. Discover how forests preserve biodiversity, stave off global warming and much more here.

Deforestation has long been linked with human development. To change this centuries old story we must create economic alternatives at the ground level. Discover our video in partnership with the FT.

After decades of industrial-scale land-use change tropical forests are in grave danger. To save them, we must look to the local and indigenous communities who have been leading the fight for generations. Discover more here.

Nancy Pelosi’s Taiwan visit has stirred up US-China tensions. We examine three medium-term scenarios for relations between the world’s biggest economies.

As the founder of a start-up you have several tax options when it comes to selling your business. To ensure the most tax-efficient exit, it’s important to weigh these options alongside your personal and professional plans for the future. Read more from our experts here.

How much further might equity markets fall from here? And what can historical corrections tell us about the size, length, speed and recovery time for stocks today? 

Is technology a driver or a drag on sustainability? We explore tech firms’ role in improving efficiencies, the downside of e-waste and energy intensive technologies, and our sustainable investment strategy.

The ECB is raising rates into slowing growth, political dramas and an unresolved energy crisis. Its new ‘anti-fragmentation’ tool could face challenges in the months ahead. 

Jean-Pascal Porcherot, a newly appointed Managing Partner of Lombard Odier Group, explains why private equity is a relevant investment choice, especially in an uncertain environment.

Can quality stocks outperform in bear markets? We look at the quality investment style and examine performance in past recessions and high inflation periods.

Our food systems face a triple threat. With the global population growing, climate crisis looming and the war in Ukraine choking food supply, a “hurricane of hunger” is coming.

These two appointments to key management positions reflect our focus on global strategic development and on strengthening Lombard Odier's commitment and presence in Asia.
 

Europe faces a gas crunch. The West is trying to curb Russian energy revenues. We examine recessionary fears, the outlook for energy supplies, commodity prices and our investment positioning. 

Our food systems are wasteful, unreliable and unsustainable. As we face the reality of a changing climate, innovations and investment will be needed in order to feed a growing population. Now is the time to rethink the role of finance in the transition to sustainable food systems.

It is time to put nature first and focus our collective attention on the survival of all species. We can still rewrite the script this decade, from nature loss to nature gain. Read more to discover why 2022 is key for biodiversity. 

The long and costly Ukraine war, combined with other post-pandemic effects, will knock 1% off global growth this year.

Can the dollar’s strength continue? We give our currency forecasts and outlook, and foresee a weaker sterling and volatile times for haven currencies ahead.

Inflation and the cost of capital are rising at their fastest pace in decades. How will economic and business activity respond? Can central banks tame inflation without tipping economies into recession?

We are delighted to announce that Lombard Odier was awarded “Best Private Bank in ESG Technology” at the 2022 PWM Wealth Tech Awards.

How have cryptocurrencies performed for investors, and do they deserve a place in portfolios? We consider their track record, correlations versus other asset classes, and our own investment positioning.

The Bank of Japan remains the last dovish developed central bank. What does the return of inflation mean for stocks, bonds and the yen?

How should we be investing in this bear market? We discuss portfolio positioning and the second half outlook for different asset classes.

An exclusive new survey from Lombard Odier reveals the views of HNW Middle East business owners on succession, estate planning and family governance.

A new report from Lombard Odier reveals that business owners in the Middle East need to act now to safeguard their legacy. Why? And what can other investors learn?

In the latest edition of CLIC^® Chronicles, we meet Néolithe, a French start-up putting an end to landfill by 'fossilising' waste. Read more here to discover how technology is paving the way to treating heavy waste. 

Which investments can manage the challenges and risks of inflation, slower growth and rising rates? Discover our top ten investment convictions for H2 2022.

Central banks are getting aggressive. What does this mean for the outlook ahead? We review moves by the Fed, ECB, SNB and BoJ and adjust our forecasts. 

With inflation stubbornly high and growth slowing, we look at prospects for the global economy, markets and major asset classes in our second half outlook.

Food security is one of the most pressing problems facing the global economy. The war in Ukraine, compounded by extreme weather in other countries, threatens millions with hunger.  

The ECB is preparing to raise interest rates for the first time in more than a decade. Where do we think they will go from here?

Only a quarter of the Swiss population has made a will, even though they can prevent complicated and sometimes painful situations. Discover our experts' analysis here.

The Rouvinez family is the largest producer of organic wines in Switzerland. Véronique Besson-Rouvinez, representing the third generation of this ethical business, shares her experience and her vision of the future here.

Boris Johnson’s leadership is challenged and the UK celebrates the Queen’s Jubilee. We look at the country’s prospects as it fights a cost-of-living crisis.

The planet’s population is growing at an unprecedented rate and in a bid to continue feeding the world; we have overexploited our natural resources. Yet, innovations enable us to develop sustainable agriculture.

As we strive towards net zero, we must transition to greener forms of transport—and cycling is one of the best options. Discover how green mobility can deliver a cleaner future. 

It’s tempting to interpret a more fragmented, multi-polar world as ‘de-globalising.’ We look at how corporations and trade are adapting. Globalisation is evolving rather than reversing.

Meet Jean-Pascal Porcherot, who became Managing Partner in January 2022 and represents the asset management unit of our Group, Lombard Odier Investment Managers (LOIM). Read the interview here.

The crisis in Ukraine has highlighted Europe’s dependence on Russia for its energy needs and precipitated the need to move away from fossil fuels. From renewables to nuclear power, we look at what’s next for energy in Europe.

Can the SNB drop negative rates for the first time since 2015? We assess the outlook for the Swiss economy and Swiss franc.

Private assets are under-employed in many portfolios. Their multi-year approach offers investors a way to spread risk while participating in the innovative drivers behind economic growth.

When purchasing the home of your dreams, it is essential to consider a number of legal, tax and financial issues to avoid unwelcome surprises.

What should investors make of the recent dollar rally? We examine this and the outlook for developed and emerging market currency pairs, oil and gold in our monthly FX update.