insights.

Les matières premières vont-elles reprendre leur place dans les portefeuilles multi-actifs?

Article publié dans l'Agefi Indices le 13 novembre 2017
Par Sophie Chardon, Stratège cross-asset

Elected amid sky-high hopes three and a half years ago, India’s Prime Minister Narendra Modi now faces a growth slowdown and rising critique of his reforms

Visibility, recognition and a differentiated positioning as thought leader for our Maison are the goals of our Rethink Everything branding campaign. Chief Branding Officer Fabio Mancone tells persoenlich.com, the Swiss business magazine for communication and advertising, that results so far have exceeded expectations

Im Interview gibt Fabio Mancone, CBO und geschäftsführender Vizepräsident bei Lombard Odier, Auskunft über Strategie und Erfolge der «Rethink Everything»-Kampagne

At Lombard Odier, we are solely dedicated to managing our clients’ wealth, not just for now but the long term. We are proud to have won the prestigious ‘Overall GCC Private Bank’ award at the 2017 WealthBriefing GCC Region Awards ceremony on 8 November 2017. This award win reinforces our dedication to the Gulf Cooperation Council region

Lombard Odier, leading global wealth and asset manager, has reinforced its dedication to the Gulf Cooperation Council (GCC) region with the prestigious ‘Overall GCC Private Bank’ award at the 2017 WealthBriefing GCC Region Awards ceremony last night 

Buoyed by strong earnings growth, Swiss small and mid-caps have outperformed large caps by over 11.8% year-to-date. This trend has also been observed in the European markets, and has recently started in the United States. Here, we analyse the potential of this important sector of the Swiss economy

Ville à vocation transfrontalière, Genève a toujours été un berceau d’idées. Aujourd’hui, elle est à la fois un centre financier doté d’une économie diversifiée axée sur les services et le siège international d’entreprises importantes. Ses institutions financières gèrent plus de 1000 milliards de francs d’actifs financiers.

Article publié dans Le Temps le 6 novembre 2017
Par Patrick Odier
Associé Senior du Groupe Lombard Odier

As of July 2017, 86.83 per cent of all web searches were carried out through Google. With such dominance of the search engine market, could that data be used to power better investment decisions?

When data giant Nielsen bought London-based audience data business VisualDNA in December 2016, it was investing in technology that has been quietly revolutionising banking in emerging markets

For quite a while now, stock pickers have had a hard time. Once venerated for their ability to identify movements on the stock market before they happened, they have spent more than a decade being out performed by passive funds which track a market-weighted index. 

Over the last two centuries, at Lombard Odier, we have never ceased to pre-empt change and adapt to the times. Today, we have developed into a leading, global business and are proud to celebrate three decades in Asia

With a comprehensive approach that digs beneath the raw data to uncover businesses that are ‘walking the walk’ on ESG and responsible investing issues. ‘Rethinking Responsible investing’ conference – 30 October, London

From the desk of Lombard Odier Private Bank CIO, Stéphane Monier, and macro strategist for Asia, Homin Lee, this Flash Bulletin discusses our response to the outcomes of China’s Communist Party Congress, outlining why we expect to see the emergence of a more stable China, both economically and politically

By many measures, stock markets can currently be deemed overvalued. Yet, taking a longer historical perspective, we find that “soft Goldilocks” environments such as prevails today (with low but stable growth, and positive but contained inflation) tend to favour higher valuations. As do the improved global macroeconomic outlook and the richness of other asset classes, credit and government bonds notably.

The future generations are the most important influencers of tomorrow. At Lombard Odier, our ambition is to be the chosen wealth manager for entrepreneurs and families for generations to come

Lombard Odier, global wealth and asset manager for private and institutional clients, is pleased to celebrate 30 years in Asia as it continues to grow its business in the region

As rethinkers for over two centuries, we have been committed to developing our global presence in order to serve clients all over the world.  We are proud to celebrate, on 1 and 2 November, three successful decades in Asia and look forward to many more years

Lombard Odier won two awards at the Banker/Professional Wealth Management Global Private Banking Awards 2017

The Swiss-French Oncology Network has set up a structure enabling patients with advanced cancer to access cutting-edge technologies and receive new therapies

We are harnessing the power of factor-based investing to build, what we believe to be, one of the most robust asset allocation frameworks available to private investors

The pick-up in global activity calls for continuity in terms of portfolio positioning, in risk-on mode. Growth assets will continue to outperform and a stronger euro now seems to be factored into European equity markets

In our CIO Flash Bulletin “Is Argentina back on track?” published last month, we discussed the positive economic fundamentals and the outlook for reforms. In our view, Argentina is recovering and the country has good potential for growth. After a symbolic victory in primary elections held in August, the current administration is further strengthened after the mid-term elections held last Sunday 22 October 2017.

Latin America admittedly trails Asia in terms of economic fundamentals and credibility, but nonetheless also stands to benefit in the near-term from the improved global environment

In Japan, the longevity of the current easing framework is a more important consideration than business cycle classifications – particularly since the terms of top monetary policy decision-makers end in a few months.

FW de Klerk outlines the challenges facing today’s global leaders, and talks about his work with the Global Leadership Foundation

Our innovative spirit has always driven us to constantly rethink and we are proud to announce the opening of our representative office in Tel Aviv, Israel.

The upcoming snap election looks like a walk in the park for Prime Minister Abe and the ruling coalition of Liberal Democrats and Komei.

Year-to-date euro appreciation should be considered a reflection of economic outperformance, rather than a threat to future growth in the region.

What does ‘doing well by doing good’ mean in the field of public health? 

The future of data is not just in predicting our outermost behaviours, but understanding our innermost ones. What impact will psychometric
data have on the financial world?

Eight years is a long time in a bull market.
Can an active approach help avoid the pitfalls of passive investing when the markets turn sour?

Tax negotiations have resumed in the US, with some cuts to be possibly enacted ahead of the 2018 mid-term Congressional elections – even though the economy is currently in no need of additional fiscal impetus.

Can vast amounts of structured and unstructured data steer new forms of value creation, in terms of financial value and social impact?

“The current economic and market cycle is over-extended” is an oft-heard cautionary refrain these days. That the recovery began eight years ago is indisputable – but one should not forget that it was initially confined to the US. Europe suffered an extremely severe sovereign debt crisis in 2011-2012, while the vicious four-year down cycle in emerging markets ended only mid-2016.

With the eurozone recovery well-advanced and the euro gaining ground, we are positioning portfolios to take full advantage. But can a new generation of European leaders turn its economic gains into political reforms?

Innovation lies at the heart of our heritage as we have been constantly rethinking the world around us for over two centuries. 

In a world of increasing humanitarian problems, we look at how to design the next generation of global solutions, and harness the financing needed to meet the Sustainable Development Goals.

All too often, services for women are just dressed up in pastel colours. But when studies suggest women and men take different approaches to managing their wealth, how should private banks respond? We ask four Lombard Odier bankers for their views.

France Digitale celebrates 5th anniversary with Lombard Odier at top tech day

Innovation is the cornerstone of our philosophy. It’s what has enabled us to traverse 40 crises and continually rethink over the course of our 220-year history. We partner with initiatives like France Digitale  who believe in the power of technology and want to transform France into a place that fosters and nurtures start-ups.

While MSCI¹ could reclassify Argentina from Frontiers to Emerging Markets next year, we think that investing in local rates is the best way to access the positive cycle in Argentina, writes Stephane Monier, Chief Investment Officer

Through our 220-year heritage, we have dedicated a deep responsibility to leverage finance for the benefit of society and we have continually carried out philanthropic activity in Switzerland and further afield. In the spirit of Geneva’s humanitarian tradition, our foundation, Fondation Lombard Odier, is supporting the creation of a new Centre for Philanthropy at the University of Geneva. 

The global economic upswing: top opportunities and key risks

We live in extraordinary times. In the coming decades, curing genetic illnesses in children may move within reach for the first time in human history. Yet how far this revolution in genetics and science can take us, and what we need to get there, are not easily accessible to the non-specialist.

We’re celebrating 10 years in our Madrid office! Our Maison has always had a global focus combined with local expertise so we can best serve our clients and we are proud of our international presence.

Will the US reform agenda prove the ultimate casualty of the chaos on Capitol Hill?

Stéphane Monier
Chief Investment Officer, Lombard Odier Private Bank

We have adjusted our underlying asset allocation to benefit from a number of key new structural trends, and to reflect a world of lower expected growth and investment returns ahead.

Lombard Odier is pleased to announce its support for a landmark transaction realized by a leading humanitarian agency, which has the potential to transform the way initiatives with a high social impact are financed.

Les marchés émergents ont réalisé les meilleures performances du premier semestre 2017. Nous conservons notre surpondération – établie de longue date – des actions et de la dette en monnaie locale des marchés émergents et analysons les risques à venir.

Article publié dans Bilan le 30 août 2017

Stéphane Monier
Responsable des investissements

Total client assets rose by 4% to CHF 242 billion in the first half, of which assets under management were CHF 164 billion, with growth in all three business lines
Consolidated net profit amounted to CHF 69 million, up 13% versus half year 2016
Strong fully-loaded Basel III CET1 ratio of 28.7%