The Geneva-based bank also remains under-exposed to defensive stocks, especially healthcare.
Tag: Lombard Odier
China property and Asian high yield funds outperform year-to-date
FSA looks at the best performing high yield fixed income funds available for distribution in Hong Kong and Singapore.
Lombard Odier expects single digit returns from equities in 2H2024
Lombard Odier’s John Woods also explains why fixed income represents a once-in-two-decades opportunity.
The FSA Spy market buzz – 12 April 2024
Equity that is not Kool, Abrdn’s fund closures, Lombard Odier loves private markets, China’s ugly debt graph, Mountainous interest rate analogies, US housing costs, Gold smuggling, Advertising and much more.
Lombard Odier: Tech giants are becoming geostrategic for US
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Lombard Odier focuses on simpler portfolios
The Swiss firm believes that investors can generate robust returns without taking undue risks.
The FSA Spy market buzz – 3 November 2023
Human flourishing in a fund, SBF is guilty, year-on-year growth for mega-caps, Lombard Odier’s EV myth busting, Pinebridge’s active ideas, FSMone’s LSE ETFs, and much more.
Lombard Odier: Asia’s rich fail to achieve their objectives
The findings of the Swiss bank’s study reveal a big gap between intentions and actions among Apac’s wealthy families.
The FSA Spy market buzz – 4 August 2023
Night trade says night night, Eastspring is bullish on Japan, Lombard Odier is seeing the wood for the trees, US interest payments shocker, politics shmolitics, Singapore’s birthday and much more.
Lombard Odier’s asset management arm launches bond strategy in Taiwan
The bond has a diversified, blended investment-grade high-yield portfolio across countries, sectors and maturity buckets.