Lombard Odier Investment Managers auf LinkedIn: DE-NewFoodSystem-ShortDeck.pdf (2024)

Inflation is less connected to local factors than you might think, according to Graham Burnside, CFA and Florian Ielpo. When it comes to US interest rates, we shouldn’t underestimate how much the global trend of disinflation may influence the Federal Reserve. Read more: https://okt.to/0bIx76#inflation #ratecuts #fed<Marketing communication>

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Our Asia Value Bond strategy has spent the past decade investing in USD-denominated credit in Asia and emerging markets. How has Dhiraj Bajaj, CIO of Asia Fixed Income and Equities, designed an investment approach to continually chart trends that capture burgeoning prospects for fixed income investors? We look back and forward to explain what makes Asia Value Bonds tick, including:· Our belief in being local · How we invested from the beginning in India and Indonesia· Why we take a contrarian stance when it’s necessaryRead more here: https://okt.to/VgZmrB<Marketing communication>#Asia #fixedincome #emergingmarkets

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Congratulations to Dhiraj Bajaj and the Asia Fixed Income team, who have been honoured in the prestigious Refinitiv Lipper Fund Awards 2024! The team’s flagship strategy was awarded "Best Fund over 10 years in the APAC Hard Currency Bond" category across six markets, including Europe, Taiwan, France and the UK.Dhiraj Bajaj, CIO, Asia Fixed Income & Equities, LOIM commented: “We are honoured to receive this prestigious accolade, which reflects our team’s unwavering dedication to uncovering value within the dynamic Asia bond market.”Read more: https://upl.inc/34oghd<Marketing communication>#asiacredit #lipperawards #emergingmarkets

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The second issue of Fallen angels radar charts which bond issues have entered the universe over the past quarter and looks at trends in corporate credit ratings. In a busy quarter for supply, Ashton Parker, Anando Maitra, PhD, CFA and Jamie Salt, CFA explore what drove downgrades and explain why bottom-up credit analysis can help to avoid falling knives, which risk further ratings deterioration.Learn more here: https://okt.to/ArJx3G#fallenangels #corporatecredit #creditratings #bonds<Marketing communication>

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LOIM has joined like-minded asset managers in supporting the historic UN Global Treaty on Plastic Pollution, which is being developed this week at the fourth session of the Intergovernmental Negotiating Committee on Plastic Pollution in Ottawa. The international, legally binding commitment has been compared to the Paris Agreement on climate change and Kunming-Montreal framework for regenerating biodiversity. Transforming the plastic value chain is essential in combating pollution and the emissions caused by production and logistics. A circular model is possible, with investment and innovation required to: - Produce alternative materials- Establish new usage models - Massively increase recycling rates As an investment firm, we understand the power of capital in scaling up new technologies to capture opportunities and realigning business models to adapt to be fit for the future. As policymakers set a course for change and consumers demand action to solve the plastics crisis, sustainable solutions are increasingly sources of commercial advantage. This conviction underpins our Plastic Circularity strategy, which aims to invest in innovative materials, usage models and recycling solutions focused on disrupting today’s practices to create a new value chain. Learn more about our Plastic Circularity Strategy: https://okt.to/Do9CBy #plastics #plastictreaty #inc4<Marketing communication>

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Inflation, risk aversion or central bank purchases? In this week’s Simply put, Florian Ielpo and Didier Rabattu investigate the reasons behind a puzzling recent surge in gold prices.Read the full article here: https://okt.to/gtfXqL#gold #inflation #equity<Marketing communication>

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Launched in 2021, China’s Emissions Trading Scheme (ETS) is already three-times larger than its European counterpart. With authorities indicating that it will expand beyond the power sector to cover 70% of the economy’s emissions, plus structural drivers for a higher carbon price, we believe it is only a matter of time before the China becomes the world’s most valuable carbon market as well as the largest.Ruben Lubowski, Lorenzo Bernasconi, and Callum Lee from our Global Carbon Opportunities team investigate the policy and market forces driving the ascent of China’s Emissions Trading Scheme: https://okt.to/3Q6oNP#carbon #emissionstrading #ets #netzero<Marketing communication>

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In fixed-income markets, global yields and spreads are indicating a Goldilocks scenario amid consensus that inflation will ease to target levels and growth will remain resilient as an easing cycle begins. But what if inflation remains stubborn?Even though the Federal Reserve has clearly signalled that a rate cut will happen – but it will wait until the data shows the temperature is just right. This provides investors with opportunities, say Sandro Croce and Philipp Burckhardt, CFA in the Q2 issue of Alphorum, to lock-in duration now because yield curves are set to normalise when the easing begins.Read more: https://okt.to/P6zFEf#fixedincome #duration #rates<Marketing communication>

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