insights.

French reforms aim to reduce the national debt and burden on younger generations by raising the retirement age. Are they ambitious enough? What will the economic and market impact be?

 

We look at Spinnova, the Finnish company that is creating greener alternatives to the traditional cotton industry and developing high-quality, eco-friendly fabrics. 

Appointments of Rogerio Zanin and Juliana Lage reflect the Group’s commitment to Brazil and further strengthen Lombard Odier’s local presence. Read the full media release here.

As inflation slows, we look at central banks’ priorities for the year ahead, and markets’ shifting focus on growth.

 

How can corporate sustainability create business success? Former Unilever CEO, Paul Polman, explains how the global food-giant became a beacon of change in the industry, achieving returns for investors while putting sustainability and human rights first.

India's economy is set to overtake Germany and Japan in the next 10 years. We look at the country’s prospects.

 

As an exercise in improving our portfolio construction for clients, we offer a review of how our expectations played out over 2022.

In our latest FT Rethink video, our Chief Sustainability Strategist, Michael Urban, explains how the planetary boundaries framework can help us shift towards a more sustainable future.  

In partnership with the Center for Philanthropy Studies, Fondation Lombard Odier has published a report examining how we can re-build the Swiss cultural sector post-pandemic, and render it more digital, green and fair.

Our Senior Managing Partner spoke to the Italian newspaper about how wealth managers can continue delivering consistent returns in turbulent times.

Are problems brewing for real estate investors? We analyse dynamics in commercial property markets in Switzerland and across Europe and give our 2023 outlook.

In this in-depth interview, Magdi Batato, Executive Vice President of Nestlé, says the food giant has already passed peak carbon, and that their pioneering “net-zero farms” will help them hit net zero GHG emissions by 2050.

With COP15 approaching, will the conference succeed in making progress towards protecting the biodiversity that is vital to healthy ecosystems and climate change mitigation?

China’s economic reopening is quickening. This complex process demands faster vaccinations, and ongoing fiscal and monetary support, which will boost 2023’s growth.

In our latest CLIC^® Chronicles, we spoke to Christian Buhl, CEO of Geberit, about how his company is helping to build a more sustainable sanitation sector.

With inflation still high and growth slowing, we look at prospects for the global economy and major asset classes in the first half of the year.

Patrick Odier, our former Senior Managing Partner, says European governments must take inspiration from the US, seizing the initiative on the sustainability transition by increasing incentives for business.

Japan’s improving economic growth prospects have shifted our allocation preference to the country’s small and mid-capitalisation equities.

We met with Marc Palahi, Chair of the Circular Bioeconomy Alliance, who believes forests are the backbone for life on our planet and indispensable for a net-zero future.

Lombard Odier wins Best International Private Bank and Islamic services awards at the prestigious WealthBriefing MENA Awards for Excellence 2022.

A new report from Lombard Odier highlights the key characteristics that define young HNW investors in the Middle East today. 

Exclusive survey by Lombard Odier reveals Next Gen Middle East investment trends. Click to read more. 

Twelve months after the Nasdaq’s record high, we look at why the tech sector may be poised to rebound in 2023.

At the Swiss Impact Forum Dr. Johan Rockström warned that five out of our nine planetary boundaries have already been breached. Read about the systems changes we need to bring about a sustainable future, and the importance of finance in helping high-emitting sectors to adapt.

At Building Bridges 2022, Lombard Odier announced a landmark partnership with E4S, the academic venture spearheading the transition to a circular economy. Read our interview with Jean-Pierre Danthine, E4S Co-managing Director.

Can France become a green hydrogen giant? Pollution-free green hydrogen is set to become one of our most important sources of energy and governments across the world are working to secure supply. 

The pivot point for markets in 2023 will be a peak in real US interest rates. We offer our top convictions for the year ahead.

The used fashion market is seeing rapid growth. Today, major retail rivals are uniting around a solution to this growing pile of unloved clothes, as “second-hand corners” spring up in supermarkets across France.

How will the US mid-terms affect US domestic, economic and foreign policy? We provide our early analysis of the results, on issues from the debt ceiling and fiscal discipline, the Ukraine and the 2024 Presidential race.

How does today’s difficult market backdrop compare to the Global Financial Crisis? We discuss eight different metrics, then and now. 

Geoffroy Vermeire plans to develop Lombard Odier’s private banking activities in the Belgian domestic market and further strengthen the Group’s presence. Read the full media release here.

As all eyes turn to US politics, and the Fed signals even higher borrowing costs in 2023, we offer our outlook on the slowing US economy. 

Lombard Odier is delighted to have won an award for “Best Branding in Private Banking (Europe)” at the PWM Global Private Banking Awards 2022 for its ‘rethink everything®’ advertising campaign.

Hubert Keller, our Senior Managing Partner, explains why Lombard Odier is betting on sustainability and alternative investments in order to navigate the coming economic transformation. Read about our plans for growth and long-term objectives.

As evidence of the climate emergency mounts, we look ahead to COP27, with three topics for discussion: cutting emissions, compensating poor nations, and tackling energy and carbon challenges. 

In this edition of CLIC^® Chronicles, we meet Pauline Laigneau, co-founder of Gemmyo, the luxury French brand forging a new path in the jewellery industry. Read about their sustainable jewellery that is 100% “made in France”.

What does Lula’s victory mean for Brazil’s economy? We remain neutral on Brazil’s financial assets as the country still faces near-term fiscal uncertainties.

How far could haven currencies such as the US dollar and Swiss franc rise? And which competing price trend will win out for gold? We give our currency and key commodity forecasts for October.

How can the circular economy for plastics create investment opportunities? This was the question posed by the Sustainable Finance Hackathon during Building Bridges Week 2022, where students joined academics and Lombard Odier experts in searching for sustainable solutions to ending plastic waste.

Patrick Odier, our Senior Managing Partner, looks back on the latest edition of Building Bridges and explains how it can be a lever for the organisation of COP31 in Switzerland.

There is no trade-off between sustainable investing and generating returns, says Hubert Keller, Lombard Odier Senior Managing Partner. Understanding deep systems changes will give investors the edge. 

New UK prime minister Rishi Sunak faces familiar fiscal challenges. The British economy grapples with post-pandemic problems, and unique post-Brexit difficulties.

Since 1950, the number of fishing boats has doubled and over a third of marine fisheries are overfished. Now new technologies such as satellites, glow-in-the-dark nets, and even blockchain, are promising a solution.

Over 60% of agricultural land is used to feed animals, not people. We need to “cut out the middle-cow” and move towards a new food system that uses crops to feed more people and fewer cows. Here’s how.

What does 2023 look like for the world economy? We assess geopolitical and financial risks and forecast a tough nine months ahead.

What role can investors play in the fight against plastic pollution? Read more from our Chief Sustainability Strategist, Michael Urban, here.

At Building Bridges 2022, Hubert Keller, our Senior Managing Partner, joined a panel of industry experts to discuss the urgent need to transition towards sustainable food systems.

Alberica Brivio Sforza, Managing Director of Lombard Odier in Italy, shares her outlook of the Group's activities in Italy and on challenges in the market. More here.

China looks poised for a more pragmatic Covid policy, letting the country focus on re-opening its economy with additional fiscal and monetary support.

Our future headquarters will bring together our employees under 1Roof in 2024. Designed by the architects Herzog & de Meuron, this building will be a reference in terms of sustainable construction, wellbeing and energy efficiency. More with Tribune de Genève here.