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Lombard Odier IM

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  • Rise of the ‘Silver Economy’ - Investing in companies which help people to live
    Rise of the ‘Silver Economy’ - Investing in companies which help people to live
    Johan Utterman, Co-Manager of LO Funds–Golden Age Recorded: Feb 12 2019 32 mins
    In this live webinar, Johan Utterman, Co-Manager of the LO Funds–Golden Age, will explain how the fast-growing and increasingly wealthy ‘silver’ generation presents sustainable investment opportunities.
  • Perspectives 2019: pas de récession en vue mais un environnement complexe
    Perspectives 2019: pas de récession en vue mais un environnement complexe
    Charles St Arnaud, Macro-économiste Recorded: Jan 9 2019 40 mins
    Notre scénario central prévoit une croissance mondiale supérieure à la tendance, avec une faible probabilité de voir l’une des grandes économies développées entrer en récession. Cependant, l’année prochaine ne sera pas de tout repos. Les marchés devenant nettement plus dynamiques et volatils, nous nous attendons à ce que les relations historiques entre les principales classes d’actifs se retrouvent sous pression.
    Ainsi, 2019 sera selon nous une année « sans récession mais où tout ne sera pas si simple ».

    30 mns presentation - 30 mns Q&A
  • Outlook 2019: Managing a “no recession, yet tricky” scenario
    Outlook 2019: Managing a “no recession, yet tricky” scenario
    Salman Ahmed, Chief Investment Strategist Recorded: Jan 9 2019 44 mins
    In our central scenario, we expect above-trend global growth with a low likelihood that any of the
    major developed market economies will enter recession. But it will still be far from plain sailing.
    We expect long-standing relationships between the main asset classes to come under pressure
    as markets become significantly more dynamic and volatile.
    As such, we have dubbed 2019 a “No Recession, Yet Tricky” (NRYT) year.
  • Les obligations convertibles pour tirer parti de l'incertitude?
    Les obligations convertibles pour tirer parti de l'incertitude?
    Maxime Perrin, Analyste Senior et Chargé de portefeuille clients Recorded: Dec 19 2018 22 mins
    Nous pensons que les arguments en faveur de l’investissement dans les obligations convertibles gérées activement sont nombreux et difficilement réfutables. L'inquiétude est grandissante au sujet de l'inflation, de la valorisation des actifs risqués, des décisions des banques centrales et de l'impact de la montée du protectionnisme. C’est dans ce contexte que les approches de contrôle des risques sont susceptibles d’intéresser davantage les investisseurs. Les obligations convertibles offrent aux investisseurs un profil asymétrique (de risque et de rendement) en associant les caractéristiques d'une obligation d'entreprise à celles d’une option convertissable en actions. Lorsque l'environnement est incertain comme il l'est aujourd'hui, aussi bien sur le plan tactique que stratégique, nous soutenons que les obligations convertibles trouvent toute leur justification.
  • Using convertible bonds to navigate an uncertain horizon
    Using convertible bonds to navigate an uncertain horizon
    Maxime Perrin, Senior Analyst and Client Portfolio Manager Recorded: Dec 19 2018 23 mins
    We believe the case for investing in actively-managed convertible bonds is increasingly compelling in the current environment. There are growing concerns regarding inflation, asset valuations, central bank decisions and the impact of rising trade protectionism. Against this backdrop, risk-conscious investment approaches are set to become more attractive to investors. Convertible bonds offer investors an asymmetric risk and return profile as they combine the characteristics of a corporate bond and the option to convert that bond into shares. When times are as uncertain as they are today – both tactically and strategically – we would argue that convertible bonds come into their own.
  • Keeping up with emerging markets
    Keeping up with emerging markets
    Didier Rabattu, Head of Equities Recorded: Nov 21 2018 31 mins
    Emerging markets don’t work like they used to, we think. This is a diverse collection of economies which have strengthened and matured over the years. Expert insight and robust analysis are key to finding the investment opportunities in this changing landscape.


    In this live webinar, Didier Rabattu, Head of Equities, will share his views on the outlook for emerging market economies and explain how investors can find a source of diversified and sustainable investment returns.
  • ESG 2.0: Time to upgrade
    ESG 2.0: Time to upgrade
    Robert de Guigné, Head of ESG Solutions; Emma Cusworth, Head of Marketing Strategy Recorded: Oct 31 2018 30 mins
    Robert de Guigné, Head of ESG Solutions, will discuss the most effective means of assessing the sustainability of a company’s business practices with Emma Cusworth, Head of Marketing Strategy.

    Our methodology requires the inclusion of both long-term and short-term metrics, as well as an analysis of the impact a company’s business practices have on the environment. A proper assessment of a company’s ESG credentials requires careful analysis of large quantities of raw data relating to business practices. We collect the most granular level of non-financial data possible from a range of traditional and alternative sources.
  • Golden Age: A global investment opportunity
    Golden Age: A global investment opportunity
    Johan Utterman Recorded: May 29 2018 20 mins
    Johan Utterman, lead portfolio manager, will present at this webinar how to exploit the long-term theme of an ageing population through a conviction-led approach.
  • Les séniors : une opportunité en or dans un contexte global ?
    Les séniors : une opportunité en or dans un contexte global ?
    Meret Gaugler Recorded: May 29 2018 31 mins
    Webcast avec Meret Gaugler, Co-Gérante
  • The old economy strikes back
    The old economy strikes back
    Salman Ahmed, Chief Investment Strategist Recorded: May 24 2018 25 mins
    Volatility is back. After a prolonged period of smooth sailing, 2018 has served as a sharp reminder that markets can be unpredictable. The big question is: where will volatility strike next? At Lombard Odier Investment Managers, we believe it could be the oil market. We see risk of a spike in oil prices given the overall increase in volatility in the Middle East, and especially in light of OPEC’s agreement to extend the cut in supply to the end of 2018. Excess inventories have been hoovered up and pressure on Iran and Venezuela is adding further risk on the supply side. And, oil being what it is, the ramifications could be felt well beyond the oil market specifically, particularly in emerging market assets.

    Salman Ahmed, Chief Investment Strategist, will explore our views on the risks currently at play in the oil market and the implications that could have for investment strategies more broadly. Please join us for this brief webinar, which will also include an opportunity to ask Salman any questions you may have on the topic.

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