Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Reaction to French election results and market implications Salman Ahmed, Chief Investment Strategist Amid a busy political agenda across Europe, high valuations and an historically-extended business cycle, we believe investors face an avalanche of inf... 5 years ago | 26 mins Outlook 2019: Managing a “no recession, yet tricky” scenario Salman Ahmed, Chief Investment Strategist In our central scenario, we expect above-trend global growth with a low likelihood that any of the major developed market economies will enter recessi... 3 years ago | 44 mins Emerging Markets - Time to Invest? Salman Ahmed, Chief Investment Strategist of Lombard Odier IM & Pav Sharma, Associate Director at ETF Securities Emerging Market (EM) debt currently represents a compelling opportunity for investors within the fixed income universe. Strengthening economies in man... 5 years ago | 49 mins Emerging market debt - why now is the right time? Salman Ahmed - Chief Investment Strategist - Lombard Odier Emerging Market Debt: Strengthening fundamentals, an improved geopolitical outlook and attractive valuations On 13 July 2017, join us to listen to S... 5 years ago | 48 mins Embracing a new paradigm in fixed income markets Salman Ahmed, Chief Investment Strategist At this webinar, Salman Ahmed will analyse the challenges facing fixed income investors. In particular, he will examine the implications of… -Widespr... 6 years ago | 37 mins The old economy strikes back Salman Ahmed, Chief Investment Strategist Volatility is back. After a prolonged period of smooth sailing, 2018 has served as a sharp reminder that markets can be unpredictable. The big questio... 4 years ago | 25 mins One week after Brexit - 2016 Mid-year outlook and review Salman Ahmed, Lombard Odier IM’s Chief Investment Strategist Britain has voted, bringing uncertainty and redrawing the UK, European and global investment landscape. It is time to be rational, not sentimental. 6 years ago | 39 mins “What to do when emerging markets diverge?” Salman Ahmed, Global Chief Strategist We believe it’s time to reconsider your exposure to emerging markets. On this webinar we will discuss: The impact of divergence in emerging markets o... 6 years ago | 40 mins Uncovering the hidden gems in Europe… Salman Ahmed (Global Strategist), Xavier Lagrandie and Michel Leblanc (Portfolio managers) Away from the noise generated by China/EM related headlines, we believe the eurozone remains home to many well-run companies with excellent prospects.... 6 years ago | 35 mins VIDEO - Why is the time right for emerging market debt ? Salman Ahmed - Chief Investment Strategist - Lombard Odier IM Emerging market debt is on solid footing and current market valuations provide a cushion against risks such as an unexpectedly tightening of monetary ... 5 years ago | 4 mins