Tag: lombard odier

Private banks and wealth managers are abandoning benchmark-driven approaches for flexible, theme-based frameworks as geopolitical shifts and market uncertainty leave conventional portfolio construction behind.

Wealth portfolios are expanding gold positions and targeting emerging market tech supply chains as managers seek returns uncorrelated to US markets amid sustained dollar weakness.

The private bank says Beijing’s reluctance to launch massive stimulus is actually good news for the country's tech sector. Here is why.

Comparing financial markets to the unpredictable open seas, Lombard Odier’s latest research advises investors to abandon the futile quest for perfect forecasts and instead adopt the navigational discipline of Viking explorers, where strategic course-setting trumps reactive steering.

Key opportunities now lie in high-dividend stocks, investment-grade bonds, and a resurgent EM equity landscape—while gold is reaffirmed as a core holding in a structurally bullish cycle.

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.

In an era where philanthropy is evolving from heartfelt generosity to strategic impact, Lombard Odier’s Dr. Maximilian Martin emphasizes the growing importance of due diligence, science-based solutions, and measurable outcomes.

The appointments come as Lombard Odier continues to strengthen its foothold in key Asian markets, including Thailand and broader Southeast Asia.

Two opposing trends are emerging: the US dollar faces sustained pressure from a standalone Fed easing cycle, while China's stock market rally is built on a surge in liquidity that may be temporary, reports from Lombard Odier and UBS show.

The bank had total client assets of CHF 327 billion at 31 December 2024.

As valuations stretch and earnings growth expectations moderate, global strategists are advocating for diversification into Europe, Japan, and select emerging markets.

The partnership aligns with Lombard Odier’s broader strategy of building local alliances to serve Asia’s rapidly expanding affluent class.