Lombard Odier private bank flags emerging markets revival and other 2026 investment convictions
Lombard Odier is pivoting its 2026 strategy toward an emerging markets revival and defensive "quality" assets to navigate a landscape of elevated valuations and shifting global growth.
Lombard Odier Private Bank is repositioning portfolios for a more complex 2026, warning that two years of exceptional market returns have left asset valuations elevated and risk-reward trade-offs tighter. In its latest investment outlook, the Swiss private bank sets out ten core convictions aimed at combining structural growth opportunities with greater portfolio resilience.
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