insights.

At yesterday’s COP26 Zero-Hour Sessions, hosted by His Royal Highness The Prince of Wales's Terra Carta Action Forum our Senior Managing Partner Hubert Keller joined panellists to discuss the transition to a nature-positive economy.

In the third of Lombard Odier’s Zero-Hour Sessions, taking place in Glasgow during COP26, Senior Managing Partner, Patrick Odier, presented the exclusive Lombard Odier – Oxford University report and panellists discussed whether countries can thrive on the road to net zero.

We are pleased to announce that Lombard Odier won a prestigious prize at the 2021 Global Private Banking Awards. The accolade for “Best private bank for impact and sustainable investing” confirms our pioneering position in sustainability.

Fed tapering, higher energy prices and normalising global growth signal more US dollar strength in the months ahead.

Japan’s pandemic recovery is accelerating. PM Kishida’s first electoral victory paves the way for more fiscal stimulus and stronger growth. We see potential in Japanese equities. 

Cities are becoming greener and more sustainable - and businesses are helping them to be more sustainable, from 3D printing houses to building walls from waste.

COP26 is a unique chance to accelerate progress towards meeting Paris Agreement goals. For investors, the stakes are high. This Special Report examines five key areas with major investment implications.

Many emerging nations have yet to reap the full benefits of an economic rebound as their central banks fight inflation with higher interest rates.

The Family Business Network (FBN) and Lombard Odier have nominated three exceptionally promising young family business entrepreneurs as finalists in the 13th FBN NxG Lombard Odier Award.

What does the next year hold for us? For our experts, we enter a stationary phase. We debunk stagflation fears and remain constructive in our outlook with a close eye on risk assets – including in Europe. 

What does the next year hold for us? For our experts, we enter a stationary phase. We debunk stagflation fears and remain constructive in our outlook with a close eye on risk assets – including in Europe. 

Like many economies, the UK is experiencing shortages and rising inflation. Unlike others, the country’s economic outlook is shaped by its post-Brexit choices. 

In an interview for Décideurs Magazine, Edouard de Saint Pierre discusses the needs of a new generation of clients, who are increasingly connected, informed and sustainable. Read the full interview here.

An energy crisis is upon us, with winter just around the corner. Where will prices go from here, and what impact will there be on growth and inflation?

In Le Temps, Patrick Odier, our Senior Managing Partner, comments on both the challenges and opportunities for investors and the future of our economy at COP26 in Glasgow.

Managing climate transition risks is crucial for investors. We see five key areas that require decisive action as world leaders gather for the COP26 summit in Glasgow.

With clouds gathering in the global economy, we discuss why investors should remain constructive. Temporary price spikes and a gradual reversion of growth to trend levels suggests normalisation, not stagflation.

An energy crisis is complicating the economic normalisation process. The macro fundamentals remain strong in the face of short-term disruptions and any impact on growth and inflation should prove fleeting.

The fashion industry produces 10% of the world’s carbon emissions. But change is underway thanks to conscious consumers, responsible investors and key innovations. From eco fibres and second-hand markets to optimised logistics, discover the future of fashion.

Moving can bring a series of challenges. From tax considerations and a new jurisdiction to estate planning, one way to succeed is to TEAM up different areas of expertise. Discover how with our wealth planning expert Thomas Serizay here.

In an interview with Handelszeitung, our Senior Managing Partner Hubert Keller reflects on the economic transition towards sustainability and Lombard Odier’s goals and challenges in order to reach a net-zero economy, read the full interview here.

China’s property crisis provides an opportunity to address weaknesses in the sector’s financing. Short-term growth will decline, but the economy remains on track to expand this year and next.

Why is the race towards net zero key for investors and companies? And how can we deploy capital with a net-zero mindset? Our Senior Managing Partner Hubert Keller took part in a panel to discuss the opportunities and the challenges of the transition, from risks of climate exposure and rethinking exclusion to investing in technology.

The transition towards net zero offers both risks and opportunities: transition exposure, physical risk and liability risk. How can we align to a net-zero economy in this new reality? Who are the winners and losers? Discover our approach to net-zero investing here

Evergrande is testing the solidity of China’s financial eco-system. We expect its debt to be restructured, and wider systemic implications to remain limited. Post-default, government action should prove effective.

Planned US fiscal spending worth USD 3.5 trillion would reverse decades of public underinvestment, offering the world’s biggest economy an additional boost as the Fed plans to scale-back pandemic support.

Appointing Alberica Brivio Sforza reflects our long-term commitment to the Italian market and our desire to offer our clients the expertise of a reputable Managing Director. Read the full media release here.

Growth slowdown concerns dominate the FX markets. Lower visibility in the near-term underpins the US dollar, and heralds narrow trading ranges in major currency pairs. We adopt a cautious stance.

Climate change has severely affected both developed nations and low- and middle-income countries (LMICs). Today, LMICs have an opportunity to join the race to net zero and foster economic growth. Read more here.

The climate crisis has reached a tipping point and now the world is racing to turn off the carbon tap. But ceasing emissions is not enough. We need to look at ways to drain carbon from the atmosphere. Discover 5 ways to achieve net zero and read more on our net zero strategy.

Hard-to-abate sectors are those for which the transition to net zero is either technologically or financially difficult. These account for a third of global carbon emissions. We see a huge opportunity in companies in these sectors that are looking for ways to cut emissions. Read more on our net zero strategy here.

As the race to net zero is more urgent than ever, companies in high-emitting sectors, that are on the right path to decarbonisation, are too often neglected. We believe these “ice-cubes” will be the big winners of the transition.

After almost 16 years, Germany’s federal election will replace Angela Merkel as Chancellor. The tri-partite coalition that will likely emerge won’t radically alter the country’s European policy.

As investors, it is now vital to take sustainability issues into consideration when building portfolios. But there are many elements to keep track of and the best way to go is not always clear. Our experts answered the 5 key questions on sustainable investing. Discover them here.

During a seminar held by Lombard Odier called 'Unlocking style and colour in a sustainable way', Dr. Marie Owens Thomsen, Head of Global Trends and Sustainability, discussed the sustainability issues facing the fashion industry in Africa and beyond.

Accurate carbon pricing is essential to meet even modest climate change goals. China has started its own system as extreme weather underlines the urgency in cutting emissions.

Following a strong rebound, many economies are now slowing towards their long-run potential and growing at a more normal pace. We maintain a moderate pro-risk stance. 

When it comes to electronics and home appliances, it is often easier to buy new than to repair. But behaviours must change in order to reach a more circular economy. French company SEB focuses on the durability of their products by ensuring repairability. More here.

After more than 15 years of Angela Merkel’s leadership and political stability, Germany elects a new chancellor in September. The race is unusually volatile.

With the US economic recovery on track, we look at the Fed’s criteria for withdrawing stimulus and interest rate increases.

Read our 2021 half year results. Net new money flows were strong and our balance sheet remains solid, liquid & conservatively invested. These strong results reflect the strengths of our business model and our commitment to excellent client service.

Beyond the very short-term cyclical developments, economies will continue to suffer more from disinflation than inflation, while central banks will do “whatever it takes” to prevent the collapse of the debt pyramid. Jean-Louis Nakamura, Chief Investment Officer for Asia shares more on how investors should drive their portfolios in the interim.

E-commerce has heavy consequences on our carbon emissions, especially since the beginning of the pandemic. Discover smart solutions from companies striving to clear our streets and reduce waste here.

Interest in blockchain technology has increased exponentially since its creation. Now, the technology is becoming crucial for the future of finance and digitalisation. Read more here with Laurent Pellet, Global Head of EAM.

China’s recent stock market volatility, triggered by regulatory crackdowns, and its long-term demographic challenges don’t undermine the economic case for investing.

For the 30th edition of the March of Hope, companies are encouraged to mobilise their employees to raise funds for children's rights.

An enormous amount of perfectly good food is wasted every day. However, innovative start-ups are finding creative solutions to this problem. From AI to smart packaging and promoting unsold goods, read more on how these companies are creating a more circular, sustainable food industry here.

The UN’s latest IPCC report underlines the stark threats of climate change. Our Climate Value Impact (CVI) approach offers a way to assess the risks and implications for investors.

Digitalisation has been a critical enabler and game-changer especially amid COVID. Lee Wong, Head of Family Services at Lombard Odier Asia shares her views on the role and impact of technology in wealth management and UHNWIs.

Many companies are looking for ways to combat climate change. In an interview with Les Echos, Daniel Egger, Head of Marketing at Climeworks, discusses how their machines capture oxygen, and filter out the CO₂ to help reduce carbon emissions.