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      15 %

      of the processing of critical energy metals is controlled by China

      5 mn

      gallons of freshwater are used per day for energy generation and cooling in some data centres

      rethink investments.

      rethink investments articulates thematic investment opportunities in global demographics, longevity, infrastructure, technology, and the shift to a net-zero, nature-positive economic model.
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      private clients.asset management.

      rethink everything®.

      rethink stability.

      How can institutional investors and wealth managers rethink opportunity sets?
      discover our active views.
      In this new fragmented world, interdependence is no longer a source of efficiency – it’s a vulnerability
      Across Europe, wind and solar are becoming the first line of defence in building domestic resilience
      read more
      Much of the growth in renewables is down to one key trend: China is electrifying more quickly than any other major economy
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      As innovations in liquid cooling technologies gather pace, other AI data centres are sure to follow suit
      read more

      geopolitics.

      Investing for stability in an unstable world
      investment insightsgeopolitics
      investment insightsgeopoliticstrade warelectrification

      Investing for stability in an unstable world

      Rethinking stability: investing in a multipolar world
      rethink everythinggeopolitics
      rethink everythinggeopolitics

      Rethinking stability: investing in a multipolar world

      Defending the grid – renewables on the frontline as nations invest to build energy security
      rethink everythinggeopolitics
      rethink everythinggeopolitics

      Defending the grid – renewables on the frontline as nations invest to build energy security

      Fragile French politics contrasts with stabilising eurozone prospects
      investment insightsgeopolitics
      investment insightsgeopolitics

      Fragile French politics contrasts with stabilising eurozone prospects

      technology.

      Quenching computing’s insatiable thirst – the AI water cooling challenge
      rethink everythingtechnology
      rethink everythingtechnology

      Quenching computing’s insatiable thirst – the AI water cooling challenge

      Rebuilding banking infrastructure to meet the demands of the artificial intelligence era
      In the newstechnology
      In the newstechnology

      Rebuilding banking infrastructure to meet the demands of the artificial intelligence era

      Predicting the flame: how AI is reshaping our response to wildfires
      rethink sustainabilitynet zero
      rethink sustainabilitynet zerotechnologyentrepreneurs

      Predicting the flame: how AI is reshaping our response to wildfires

      Trump’s climate rollbacks spark a new era of economics-led sustainability
      rethink sustainabilitynet zero
      rethink sustainabilitynet zerotechnologyelectrification

      Trump’s climate rollbacks spark a new era of economics-led sustainability

      climate change.

      Sustainability is being made in China
      rethink everythingclimate change
      rethink everythingclimate change

      Sustainability is being made in China

      Building trouble: how global road projects threaten climate targets
      FT Rethinkmobility
      FT Rethinkmobilitynet zero

      Building trouble: how global road projects threaten climate targets

      Soil-first farming: why regenerative agriculture is gaining ground
      FT Rethinkfood
      FT Rethinkfoodcircular economyclimate change

      Soil-first farming: why regenerative agriculture is gaining ground

      Scoop of the future: how ice-cream brand Sammontana is chilling climate impact one cone at a time
      rethink sustainabilitycircular economy
      rethink sustainabilitycircular economynet zero

      Scoop of the future: how ice-cream brand Sammontana is chilling climate impact one cone at a time

      our expertise.

      rethink investments.

      rethink investments.

      Rethink investments builds on our analysis of the fundamental transformations underway in our economies and societies, and articulates the thematic investment opportunities that flow from them. Our 2025 edition explores the impact of a multipolar world on these transformations.
      rethink stability.

      rethink stability.

      Why should investors rethink the AI revolution and the importance of clean energy in today’s geopolitical turmoil? To find stability among chaos and find opportunities.
      la maison.

      la maison.

      Lombard Odier is an independent global wealth and asset manager, owned by its Managing Partners. The Group is strongly capitalised with a deep focus on sustainability.

      where we are.

      Our heritage is Swiss, yet our outlook and mind set are resolutely international. With over 25 offices globally, we are able to serve our clients all over the world.

      private clients.asset management.technology for banking.external asset managers.

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