#Oil prices rise amid supply risks and rising demand – we expect them to remain elevated. Oil at current prices does not change our #disinflation or rate cut expectations, while the fall of natural #gas prices is helping Europe’s economy.

More here: spkl.io/60114F3dH

Investing in #China ? With rules shifting and uncertainties growing, we explore alternative routes for gaining access to the world's second biggest economy, including European #luxury brands, commodities, and other regional markets: spkl.io/601740axV

How do your daily activities impact the environment?

Find out how sustainable your lifestyle is by playing Home Truths, our immersive experience created with the Financial Times : spkl.io/601140V8f

The global rate environment is turning. What does the #BoJ move mean for investors and when will others follow #Switzerland 's lead to cut rates? Time to lock in #yields . We also favour the #USD . Read more here: spkl.io/601740zBZ

Switzerland has become the first major developed economy to ease #interestrates , marking a return to more ‘normal’ conditions after the pandemic and energy shocks. We expect other central banks to follow suit later this year: spkl.io/60114LNtF

#Gold prices set a series of records in early March. What’s behind the recent rises? Central bank purchases as they diversify reserves? Real interest rate expectations, or the #USdollar ?

We take a look at demand for gold, and how prices may evolve: spkl.io/60174LoZd

Market rallies highlight key risks for investors: geopolitics, #tech sector threats, #inflation , credit events, public debt sustainability. Research suggests 2% annual risk of pandemic akin to Covid-19.

Read more from our experts here: spkl.io/60134L3uL

The likelihood of a re-match of 2020’s #USpresidentialelection is growing. The choice for voters may be the same as four years ago, but the implications for investors, and the US economy, look rather different. Read more: tinyurl.com/4be5npv5

Investments in Saudi #tourism to accelerate in 2024, says top expert arab.news/nvccr
Samy Chaar, PhD | Lombard Odier

After a challenging 18 months, 2024 looks more promising for private equity. Falling rates could pressure private credit returns. The climate transition is boosting real asset funding, especially in sustainable energy and digital infrastructure. Read more: spkl.io/60164afGq

Downturn or reacceleration? Historically, when two-year Treasury yields surpass ten-year ones, US recessions follow. Other indicators hint at a soft landing. We analyse models, probabilities, and present our #investment strategy: spkl.io/60124aXvq

Has China become just another emerging market?

Beijing's piecemeal stimulus and focus on national strategy poses challenges for investor sentiment. Our #investment strategy adjusts for a different #China , emphasising core portfolio holdings: tinyurl.com/muhy5vk6

How should investors view 2024?
Modest growth, falling inflation and rate cuts aren’t a recipe for a boom. Geopolitics add a loud note of caution. But we see a manageable slowdown ahead. Discover our #macroeconomic views & investment strategy implications: tinyurl.com/mrxe6ph8

The #EU faces economic and geopolitical headwinds. Can the #ECB , #Germany steer clear of turbulence?

We look at the stakes: tinyurl.com/27c7hf5u

We are pleased to welcome Bettina Ducat as Co-Head of #LombardOdier Investment Managers. Based in Geneva, she will be a Limited Partner within the Group and lead LOIM in collaboration with Managing Partner Jean-Pascal Porcherot.

Read more here: tinyurl.com/4th6hvdy