Navigate high valuations with Lombard Odier's pro-risk, selective strategy
As strong corporate earnings meet investor skepticism, Lombard Odier advises a moderately pro-risk yet highly selective investment approach, favoring emerging markets and specific developed markets like Switzerland and Japan over richly valued US equities.
A wave of robust corporate earnings is painting a positive picture for global markets, but investors are becoming increasingly discerning, rewarding strong results less than in the past, according to the latest CIO Office viewpoint from Lombard Odier. For private bank clients, this signals a market environment where selectivity and strategic positioning are paramount.
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