insights.

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.

After decades without change, Swiss inheritance laws are now changing. These new laws will give Swiss testators more flexibility and freedom in choosing beneficiaries. Read our experts’ overview here.

In an interview with Le Temps, Senior Managing Partner Patrick Odier talks about “Building Bridges”, a yearly conference that brings together the international community in order to establish concrete actions to tackle climate change.

Food production has long been one of the biggest problems facing climate change. With alternatives ranging from insects to lab-grown meats, discover the top reasons we should all consider going plant-based and support sustainable food production.

Hydrogen is gaining traction as a sustainable alternative to fossil fuels, especially in the mobility sector. In an interview with Les Echos, Philippe Rosier, CEO of Symbio, discusses the benefits of hydrogen and the scale of the transition.

Lombard Odier is committed to Asia where we have grown tremendously since entering the region over 30 years ago. Discover more from Vincent Magnenat, Limited Partner and Chief Executive Officer at Lombard Odier Asia.

A more defensive market outlook has shifted market sentiment, bolstering the dollar. As the eurozone’s growth proves sustained, the single currency will ultimately gain.

Hubert Keller, our Co-Senior Managing Partner, analyses the transformation of our economic model and the companies that are leading the way towards a Circular, Lean, Inclusive and Clean (CLIC™) economic model. Discover our investment convictions here.

Together with Access To Water, Lombard Odier has launched a new investment solution that aims to support the distribution of 60 million litres of clean water per year fulfilling the daily needs of over 83’500 people in Senegal, and provide water efficiency. Read more about this initiative here. 

Learn more about our latest recommendations in Asia for H2 2021 from Jean-Louis Nakamura, Chief Investment Officer, Asia. 

Methane leaks have proven very dangerous to the environment and extremely difficult to track. Over the last 15 years, scientists have developed a way to track the gas using satellites. Read more here. 

Discover here the current challenges and opportunities linked to healthcare, as well as the underlying trends that the Covid-19 pandemic has accelerated with Jérôme Berton, a healthcare portfolio manager and pharmacist.

US inflation hit a three-year high as pandemic-hit sectors recover and shortages raise prices. The Fed should still pace asset tapering and interest rate rises in line with full employment.  

If used in the right way, technology can be an enabler of sustainability and encourage the transition to a cleaner future. Discover more here with our experts Geoffroy de Ridder, Head of Technology & Operations and Richard Denglos, Head of IT Infrastructure

At the “Gemeinsam für Zürich” online event by the Finanz und Wirtschaft Forum, Patrick Odier, Senior Managing Partner, shared his views on how Switzerland should become the default destination for sustainable finance.

Asia has to transition to a circular economy, but will face many challenges – and opportunities - along the way. Read more here.

OPEC+’s members disagreed over how fast to restore oil supplies as recoveries drive consumption. With no shortage of oil, and an oversupply risk, we see Brent stabilising around USD 60-70/barrel.

Plastic pollution gravely affects the environment on which we depend, and it is vital that we find ways to stop this crisis. Discover our top tips on how to reduce plastic pollution and save ourselves. 

Covid-19 has disrupted the Swiss real estate market. What are the new trends? While demand for detached houses are on the rise, supply is expected to stall this year and the residential segment outperformed the rest of the market. More from our expert here

This unique collaboration creates the first endowed professorship in sustainable finance at any major global research university and involves collaboration between the banking group and the university on a range of sustainable finance projects.

In order to reinvent trust in the digital age, the EPFL, in collaboration with Lombard Odier, created the C4DT. Discover more here with Martin Vetterli, President, EPFL.

Globally diversified portfolios offer many benefits to investors, but they come with currency risks. And as every portfolio is different, so too are their optimal FX hedging strategies.

How China deals with its waste problem will impact not only itself, but the rest of the world as well. The country has created several initiatives that should help. Find out more.

As Covid’s most contagious mutation gains ground, threatening the pace of economic re-openings, we look at the prospects for markets. Vaccines remain effective and we are positioned for robust growth.

We update our FX forecasts following the Fed’s recent interest rate guidance. We expect the US dollar to weaken in the medium term, and the euro to gain as the region’s recovery strengthens. In emerging markets, we maintain our preference for the Chinese renminbi.

Patrick Odier, Senior Managing Partner, explains how financial institutions are learning to incorporate climate and social considerations into their risk calculations. 

At Lombard Odier, we believe that sustainable investments improve the performance of our clients’ portfolios. Our CIO Private Bank, Stéphane Monier discusses the impact of sustainable investing in transitioning to a sustainable future. Discover more here.

Japan has been on a mission to increase its food self-sufficiency for some years now. Recent initiatives in digital farming could help. Read more here.

With investor attention dominated by the path of the pandemic recovery and inflation, we offer our top ten investment convictions for the six months ahead.

We are pleased to announce that Lombard Odier has been honoured at the PWM Wealth Tech Awards 2021 with the first of its “Best Private Bank for ESG Technology” Award.

The US economic engine is powering ahead, and momentum is accelerating in Europe. Strong growth bodes well for risk assets. Discover our new Q3 2021 investment strategy video.

Carbon pricing is critical to the net-zero transition. The end of fossil-fuel subsidies, promised by the G7 by 2025, will change the market and prove a milestone. Investors take note.

Our expertise in wealth management, as well as in sustainability and technology, has been recognised

In March 2001, Lombard Odier became one of the first Swiss private banks to open an office in Paris. On its 20th anniversary, we take the opportunity to talk to our new Head of office, Edouard de Saint-Pierre. Read more here.

A strong economic restart is a critical point for inflation. Despite a hot summer ahead for prices in reopening-sensitive sectors, inflation is bound to cool down to pre-pandemic patterns. 

Our experts explore the acceleration of sustainability in the Middle East, and how the pandemic has been a catalyst for policymakers, investors and consumers alike. 

What are the UK’s entrepreneurs thinking, and how are they acting, after the events of a tumultuous year? Read our new research report to learn more.

In 2020, Lombard Odier and the University of Oxford announced a partnership on sustainable finance in order to create a platform for knowledge exchange between academia and financial services. Discover more here with Dr. Ben Caldecott.

A leap in US consumer prices shouldn’t be mistaken for a more fundamental switch to longer-term high inflation. Risk assets remain attractive, supported by monetary policy as inflation normalises.