insights.

At our inaugural Private Assets Investor Day, our experts met with a panel of thought leaders to discuss subjects from AI and real estate to sustainability and debt in today’s uncertain environment. 

What should investors take away from a few turbulent weeks on markets? We set out our expectations, and how we’re positioning portfolios to manage uncertainty.

We set out our forecasts for US growth and inflation, and the Trump administration’s trade policy uncertainties behind them.

Elise Beaufils, Deputy Head of Sustainability Research at LOIM, discusses why solar energy is at the heart of the energy transition and why now is the time to pay attention.

Dr Marc Palahí, Chief Nature Officer at Lombard Odier, explores bio-cities and how nature-based solutions can transform urban spaces and mitigate climate risks.

According to Hubert Keller, our Senior Managing Partner, there are two macro forces challenging business sustainability across all sectors of the economy – the environmental crisis and the social crisis.

Can Europe’s fiscal spending plans lead to a rebalancing of global equity portfolios? We set out our expectations and preferences.

Europe’s determination to increase its autonomy from the US will broaden investors’ opportunities. Michael Strobaek, Global CIO of the Private Bank, sets out the stakes. 

Three key charts in March 2025: AI investments surge globally, US tariffs disrupt trade, and climate disasters drive rising economic costs.

Which of the US’s trade partners are most at risk of tariffs on their goods exports? We examine the data, and look at which may be most vulnerable.

Geopolitical shifts, AI, and markets – how should investors adapt? Hear from experts at our industry-leading Rethink Perspectives event.

‘America first’ has triggered a massive response from the European Union and German. We look at the historic infrastructure and military spending plans that are being prepared.

What can investors learn from President Trump’s agenda outline before Congress? We set out the most important economic and investment conclusions from the speech.

How should investors assess efforts on both sides of the Atlantic to boost spending on critical infrastructure? We look at the programmes deployed by the EU and US.

Based in Berkeley, California, Twelve aims to replace fossil fuels with air and water, creating identical products while cutting emissions. We spoke with Co-founder and CEO Nicholas Flanders on how their groundbreaking technology is closing the carbon loop, an innovative step toward a circular economy.

Forest fires remain a growing challenge worldwide. Our Chief Nature Officer, Marc Palahí, discusses their underlying economic drivers and the need for systemic change in an interview with Handelszeitung.

What does the German election result mean for European investors? We look at the likely implications.

In our guide to business succession, we outline the essential steps for selling a company with complete peace of mind.

Can Europe compete with the AI giants? The AI Action Summit in Paris brought together global leaders and experts to outline an ambitious European strategy that balances innovation, ethics, and technological sovereignty.

Why is a life-cycle approach to asset allocation so important for women investors? How are economic transitions reshaping the long-term outlook for asset classes? Discover our new LO Women Invest publication.

What does a re-set in US-Russia relations mean for the global economy and financial markets? Risk-adjusted returns may see a shift that puts the spotlight on broad portfolio diversification.

The US has been Switzerland’s biggest export market since 2020, overtaking Germany to take top spot. We examine the outlook for the Swiss economy in the light of trade tensions.

Conventional plastic recycling can recycle plastic just 3-5 times before it becomes too degraded for further use. Could enzymes hold the key to a truly circular plastic economy? 

Read our 2024 full-year results. Assets under Management grew by 12%, driven by investment performance and favourable markets. 
 

Calyxia CEO, Jamie Walters, outlines how his revolutionary startup is transforming microcapsule technology to eliminate microplastics.

US oil and gas production is at record levels. What impact can President Trump’s energy plans have on global prices, and European supplies?

Our Chief Nature Officer, Marc Palahí, discusses nature-based business models and how commercial success can come from working in harmony with nature in an article published by Reuters. 

Lombard Odier secures four awards at the WealthBriefing Swiss Awards 2025, including Best Domestic Private Bank for the ninth time.

Michael Strobaek, Global CIO of Lombard Odier, examines market resilience and geopolitical changes, while Professor Alexandre Pouget explores the transformative impact of AI at our latest Rethink Perspectives event.

Are US tariffs and the arrival of DeepSeek’s AI model a game-changer for US stocks? We look at the stakes.

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.

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.

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.