insights.

Hosted by Michael Strobaek, Global CIO Private Bank and Samy Chaar, Chief Economist and CIO Switzerland, the live event informed our clients of the immediate impact of the US election outcome on our macroeconomic and investment outlook.

We look ahead to a second Trump presidency and its implications for financial assets and the US economy.

As an entrepreneur, identifying the cashflow pitfalls that lie beyond the sale of your business and designing an investment strategy to avoid them is vital if your wealth plan is to succeed. However, the nature of these pitfalls is heavily dependent on the structure of your deal – and no two sale agreements are the same.

We brought together family businesses, entrepreneurs, and the thought leaders of tomorrow for our annual LO Generations Summit to rethink the seismic shifts the world is going through, and to explore how investors should react.

We look at the impact of the UK Budget on growth, inflation, and our views on UK assets.

Lombard Odier teamed up with Bilan magazine and HEG Fribourg to conduct an in-depth study of 245 family businesses in French-speaking Switzerland. The study addresses several themes, such as business transmission and succession, the evolution of corporate culture, performance and innovation.

Combining groundbreaking scientific innovations like isotopic analysis with blockchain technology, a new EU Regulation will revolutionise the timber industry. Discover how these innovations might transform the fight against deforestation and illegal logging.

Are investors focussed enough on political risks? We look at the US elections and the possibility of a contested result, concerns around French debt, and the approaching UK Budget.

We are pleased to announce the appointment of Mark Goddard as UK Chief Executive Officer as of 26 November 2024.

At the World Forum on Enterprise & Environment 2024, Hubert Keller, our Senior Managing Partner, underscored the pressing need for strategic upstream investment in our food systems.

COP16 marks a crucial turning point in encouraging the private and public sectors to move from communication to action, accelerating the transition to a net-zero, nature-positive economy.

Overfishing is not just an environmental crisis, it is also an economic one. Here, we explore the economic incentives that are driving overfishing and the potential solutions that could help reverse the trend.

Infrastructure is booming. How can investors access solutions that generate returns, have a sustainable impact and diversify portfolios?

Nannette Hechler-Fayd’herbe discusses the Fed’s challenges, Trump’s potential impact on inflation, and why fixed income is outperforming equities in an interview with El Economista.

Could V2G technology be the solution to a sustainable energy future? Explore how “Vehicle-to-Grid” technology and electric vehicles might reshape energy management and boost energy growth.

Look ahead to our 2025 economic outlook. Presented at our Rethink Perspectives event in Geneva, read more on how investors need to balance economic normalisation and persistent risks to maintain resilient portfolios.

Serge Fehr, Limited Partner and Head of the Swiss Domestic Region for Private Clients, shares his vision on private banking’s future and client service.

Amid the US elections, geopolitical risks, and more interest rate cuts, what does the final quarter of 2024 hold for investors? Discover our strategy for a fast-evolving landscape. 

Pink rice with beef cells presents a low-carbon, sustainable meat alternative. Scientists address taste, cost, and adoption hurdles as the alternative protein market expands.

The risk-reward dynamics across asset classes are shifting and, in the wake of equity rallies, high yield bonds look more attractive.

How will European banks fare as interest rates fall? We examine the outlook.

As geopolitical rivalry grows, it’s easy to assume investment opportunities would diminish. Yet competition between great powers is simply reshaping where opportunity is found, as the US and China move to defend their national interests.

Conventional wisdom says as we live longer, an ageing society will drain the economy. But with the help of AI, the older generation will become a vital economic force of the future. A more productive world is a world worth investing in.

Right now, sustainable investing is being questioned. But the cold reality of global heating cares nothing for market fluctuations. The environmental transition is unstoppable. To ignore this is a risky investment decision.

As geopolitical rivalry grows, it’s easy to assume investment opportunities would diminish. Yet competition between great powers is simply reshaping where opportunity is found, as the US and China move to defend their national interests.

In today’s rapidly changing world, it is easy for investors to be knocked off course. At Lombard Odier, we always take the long-term view, basing our decisions not on today’s ‘noise’, or the prevailing wisdom, but on a deep understanding of the systems changes the world is going through.

The office aims to strengthen the Bank’s proximity to its Belgian clients, particularly in the Dutch-speaking area. It forms part of Lombard Odier’s growth strategy in Belgium. 

Has fresh stimulus changed the game for China’s economy and assets? We examine the outlook.

Falling interest rates are changing the prospects for European economies and assets. We explore their changing fortunes.

Innovative use of lionfish, an invasive species that decimates reef ecosystems, is transforming them into eco-friendly leather, helping fashion brands create sustainable products.

Designed to meet women investors’ needs and preferences, our new publication explores investment and wealth management topics.

Frédéric Rochat, our Managing Partner, explores the bank's strategic expansion in Zug, emphasising a selective, long-term growth approach amidst a competitive market, and discusses the proposed Swiss inheritance tax initiative.

Having started the cycle with a large cut, where will the Fed go now – and what does it mean for currencies?

The Swiss occupational pension system gives you an opportunity to increase your retirement capital while benefiting from tax deductions. Read our top tips on how to get started.

Michael Strobaek, our Global CIO Private Bank, expects a clear signal from the American monetary authorities next week. From now on, its focus is on employment.

As the Digital Revolution merges with The Sustainability Revolution, concerns are growing over the sustainability of big data itself. Discover why embracing green data is essential to building a sustainable economy.

For business owners, financial planning is an essential tool for modelling and building a wealth strategy ready for retirement.

Should investors be concerned about a US debt default? Is rising government debt globally a problem? We analyse debt dynamics.

Samy Chaar, our Chief Economist, argues in favour of the dollar and financially strong SMEs -– and warns against a trade war with China.

AELER’s cutting-edge shipping containers provide real-time data on everything from location to temperature to carbon dioxide emissions. Set up in 2018, the company is rapidly expanding.

The US Treasury yield curve is normalising. As the Federal Reserve prepares to cut interest rates, we look at how best to position portfolios to benefit.

As of 1 September, Frédéric Praz is responsible for Private Client activities for Lombard Odier’s France, Belgium and Luxembourg region. 

How do luxury brands balance sustainability objectives with growth? Some firms, such as Piaget, owned by the Richemont group, now see sustainability as essential to customer loyalty and economic success.

Read our 2024 half-year results. The Group remains focused on delivering organic growth through its Wealth and Asset Management businesses, and continues the generational transition of its Partnership.

As investors prepare for a busy four final months of 2024, does another market storm lie ahead? With the Federal Reserve about to move, where are the key opportunities and risks? 

How should investors think about recent US dollar weakness? We argue for a nuanced outlook for the currency against the euro, Swiss franc, sterling and yen.

Dubai’s growth makes it an important wealth hub. Amer Malik, Head of Middle East International at Lombard Oder Group, discusses challenges and success with WealthBriefing.

The dynamics driving demand for Swiss listed real estate look promising. We examine why yields and valuations are attractive, having recently added exposure to our Swiss portfolios.

What are investors anticipating from COP16? In recent times, Lombard Odier Investment Managers have dedicated efforts to understanding nature-related opportunities, further highlighted by the appointment of Marc Palahi to Chief Nature Officer.

What should investors make of the race for the White House? Will we see a divided or united Congress? We explore scenarios and implications for US Treasuries, equities, and the dollar.