Lombard Odier
 

Investment Idea
[Fixed Income/Equities/Forex & Precious metals]

Investment Solutions - Advisory
 
 
Location External Use Details
LO CH for internal use only
LOESA for internal use only
LO Asia for internal use only
Other Ext. Offices for internal use only
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Growth Protection Yield Opportunistic Special Situation

Dear colleagues,

Please find below our new Investment Idea on:

[Name of the idea(Buy/Switch...]

Backdrop:

  • Market context/Newsflow
  • Consistency with CIO views, strategic themes and/or portfolio grids

 

Our Call:

  • Investment thesis
  • Catalyst(s)
  • Risks

Implementation:

FI: Key economics of the bond, Switch idea (including multiple switches), Fund/Structure features

EQ: Key facts/Company description/Valuation table, Target price/ Upside potential/Timeframe, Switch idea, Fund/ETF/Structure features

FX: Strategy description

 

With kind regards,

Your [Fixed Income/Equity/Forex & Previous Metals] Advisory team

 
 
 

For external distribution: [GDA to finalise disclaimer]

Please refer to the G2 Advisory tool [GDA to update and add link on the G2 Advisory tool]

For additional informations, please contact M&C Publications / coordinator Hotline: 2300 – mcpublication@lombardodier.com.