insights.

The UK’s economic recovery is both faster and stronger than its EU neighbours. Can it last?

As momentum gathers for eco-friendly policies, we must invest in our natural resources and transition to an economy that preserves and harnesses nature.

During an event by SGInnovate on sustainable finance, carbon markets and AI, panellist Dr Christopher Kaminker, Head of Sustainable Investment Research, Strategy and Stewardship at Lombard Odier Investment Managers outlined the steps to achieve a Net Zero economy. Discover more here.

President Biden is applying lessons learned a decade ago. The US is injecting massive economic stimulus at every level, in contrast to the austerity after the Great Financial Crisis.

Only a small percentage of plastic waste is recycled due to inefficient methods. In our latest FT Rethink video, discover how chemical recycling could be pivotal in our journey to a truly circular economy.

The US-hosted climate summit confirmed new net-zero carbon targets. This decarbonisation path is shifting the way investors build portfolios for better risk-adjusted returns.

Philippe Gay and Andreas Arni, both Co-Heads of Swiss Market at Lombard Odier, share their experience on planning your retirement without stress, whatever your situation or concerns.

During an event at the British-Swiss Chamber of Commerce, keynote speaker Patrick Odier outlined the mutual benefits of a bilateral agreement between Switzerland and the UK’ financial sectors and the challenges ahead.

Philippe Gay and Andreas Arni, both Co-Heads of Swiss Market at Lombard Odier, explain why it’s essential that you take stock of your financial and tax situation before relocating abroad, to avoid any unpleasant surprises.

Stabilising US yields and the April seasonality effect have pushed the US dollar lower this month. This trend will continue as long as the recovery remains robust.

The US is poised to reverse decades of underspending on its infrastructure with a USD 2.25 trillion plan to make its economy more sustainable. That will create some winners.

In an interview with Bilan, Patrick Odier discusses the importance of sustainable investment, the role Swiss banks played during the pandemic and their resilience in time of crisis.

As vaccine distributions across the EU are set to accelerate, we expect the bloc’s outlook for economic growth to improve in the months ahead.

In our latest FT Rethink video, we take a close look at the importance of energy storing technologies. As the renewable energy transition is well underway, the use of batteries will prove indispensable in managing our electricity grids.

The pandemic has disrupted lives and challenged well-established norms. A year on, we take a look at five lessons to help us build back better.

Investors’ attention, caught by a recent case of excessive leverage, is turning to record debt levels. As economies recover, cheap credit masks inefficiencies and assessing debt is ever more important.

Philippe Gay and Andreas Arni, both Co-Heads of Swiss Market at Lombard Odier, explain our cross-functional approach to tax-efficient management (TEM), portfolio management, wealth planning and technology, developed over the past ten years. 

As the global upswing accelerates, we build on our cyclical asset exposures. Discover our second-quarter investment strategy with CIO Private Bank Stéphane Monier and Chief Economist Samy Chaar.

Green hydrogen offers a path to cleaner industry and transport, but production and infrastructure challenges mean that it looks more viable over time.

Our expansion in Brazil reflects our long-term commitment to this important market and our desire to offer our clients the full breadth of our global expertise and to have a local presence in order to remain close to them. Read the full media release here.

Rising yields are reshaping the opportunity set in foreign exchange markets. We still see further dollar weakness ahead, and look for opportunities in select emerging market currencies. 

In this week’s CLIC^® Chronicles, discover how we can create a more sustainable furniture industry. Businesses are emerging that allow you to rent everything you need for your home, from sofas to beds and even kitchens.

As China sets out its new five-year plan, we look at expectations for the economy, and what recent market volatility means for Chinese assets and portfolios.

Although aluminum production is energy-intensive, its unique properties and recyclability could play a key role in the transition to a CLIC™ economy.

Oil prices are back to pre-Covid levels on an improving economic outlook. As demand normalises, we look at the short and long-term forces at play in energy. 

Developing reporting requirements in the field of sustainability presents an opportunity for the Swiss financial sector to become a world leader in sustainable finance. Read more from Patrick Odier, our Senior Managing Partner, in Le Temps here.

In this week’s CLIC^® Chronicles, discover how we can create a circular fashion industry. Today, fast fashion is wasteful and carbon intensive but many businesses are unlocking new ways for consumers to shop sustainably.

This week we look at the US recovery’s impact on rising US bond yields, and the implications for interest rates and portfolios.

Women now own more than 30% of the world's wealth. It is commonly said that women are more cautious when it comes to investing or wealth management and tend to take fewer risks. Is this stereotype really true? We asked our bankers to share some of their perspectives.

Martin Wolf, CBE, Chief Economics Commentator and Associate Editor at the Financial Times offers his unique perspective on our economies and societies in a post-pandemic world. 

In this week’s CLIC^® Chronicles, we talk to Swiss energy company Gaznat on the challenges and opportunities of hydrogen power. Representing 2% of the total world primary energy demand, it is a key asset in the transition to a sustainable future.

SPACs or special purpose acquisition corporations have recorded huge increases in inflows. They promise a faster, cheaper route to a public listing, yet they may fall short of investors’ expectations. 

Frédéric Rochat, Managing Partner, Lombard Odier Group, says the Firm’s new clients are younger, entrepreneurial in spirit and more socially conscious. These characteristics make Israel a new target for the Bank’s investments. Read the full article here from TheMarket.

Read our 2020 results. Net new money flows were strong and our balance sheet remains solid, highly liquid & conservatively invested. These results underline the particular strengths of our client-focussed business model.

Our Head of CLIC™ (Sustainable) Solutions, Kristina Church, talks to the Financial Times about the trends and opportunities that lie ahead. We expect growth opportunities in sectors such as infrastructure, electrification, micro-mobility and nature-positive projects. Regulations and new technologies will drive the change.

We see more depreciation ahead for the US dollar as the global economy and trade recover from the shock of Covid. In the February edition of our FX Monthly, we analyse the prospects for other G10 and major emerging market currencies.

In this week’s CLIC^® Chronicles, we talk to Yves Rocher. Discover the French Group’s longstanding commitment to nature, their concrete sustainable actions and their mission to create circular, responsible products. Read our interview with Group CEO Bris Rocher here.

The components for a recovering US economy will all be in place soon. But even record injections of monetary and fiscal stimulus won’t be enough to undo more than a decade of low inflation.

As the US economy begins its recovery, we argue that inflation looks set to remain low for this year, at least.

What does the Fed’s new policy framework mean in practice? The world’s most influential central bank has put maximum employment ahead of inflation, allowing economic expansions to run farther.

Our Global Head of Philanthropy, Dr Maximillian Martin, explains the need for philanthropists to engage in environmental action to protect the planet.

Ex-ECB president Mario Draghi takes over as Italy’s prime minister with a mandate for radical fiscal spending and structural reforms to re-boot the economy. If successful, the impact on the rest of the European Union will be profound.

The World Economic Forum Annual Meeting aka Davos focused this year on effective ways to tackle the Covid-19 pandemic and build back a more sustainable, net zero economy. Read our full write-up on the 2021 remote conference

Award-winning Swiss FinTech NetGuardians, renowned for its smarter AI-based enterprise risk platform for combating banking fraud, announces that Lombard Odier has adopted their cybersecurity technology.

Our Senior Managing Partner, Patrick Odier and the CEO of France Digital, Nicolas Brien discuss the rise in technology, partly due to Covid-19, sustainability and our prospects post-pandemic. Read the full interview here.

Are equity markets overvalued? Recent volatility in heavily-shorted US stocks prompted questions over central bank generosity and whether the episode could be a catalyst for risk asset prices.

Discover how the real estate market in Switzerland has been impacted by the pandemic. What sectors should investors be mindful of? And what does the future look like? Read more on the risks and opportunities here.

Our expertise in wealth management, as well as in sustainability and technology, has been recognised

In this week's CLIC^® Chronicles, we talk to Ÿnsect. This French start-up raises insects for animal and pet feed to tackle our growing food and protein needs. Using data, AI and vertical farming, discover how they're drawing investor attention.

Contrasting policy choices in Latin America are driving very different fiscal outlooks for the region’s economies, and call for highly selective investment choices.