Hi [[ session.user.profile.firstName ]]

Lombard Odier Investment Managers: Convertible bonds in today's markets.

Convertible bonds offer investors an opportunity to participate in the equity market performance, while limiting volatility and downside risk. In today’s buoyant equity markets they are an attractive proposition.
Recorded May 12 2015 37 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Nathalia Barazal and Maxime Perrin
Presentation preview: Lombard Odier Investment Managers: Convertible bonds in today's markets.
  • Channel
  • Channel profile
  • LO Funds-Fundamental Equity Long/Short Jul 12 2017 1:00 pm UTC 60 mins
    Steve Bulko, CIO, LO Funds-Fundamental Equity Long/Short
    Q2 Performance review and outlook
  • Why should investors consider emerging market debt now? Recorded: Jun 28 2017 4 mins
    Salman Ahmed - Chief Investment Strategist - Lombard Odier
    We believe that emerging markets are on solid footing and that current market valuations provide a substantial cushion against risks such as an unexpectedly abrupt tightening of monetary policy in the US.

    That said, emerging markets are a collection of very diverse economies; it follows that the impact of various risk scenarios will vary significantly from country to country. For us this means the approach to investing in the asset class has never been more critical.

    Constructing a portfolio according to fundamentals rather than market cap can help to focus on quality issuers while reducing the reliance on trading. This latter point is especially important given the impaired liquidity environment.
  • Point de gestion sur les obligations convertibles Recorded: Jun 27 2017 25 mins
    Maxime Perrin, Analyste Sénior et Client Portfolio Manager,
    Lors cette webconférence, Maxime Perrin, Analyste Sénior et Client Portfolio Manager, fera un point de gestion des différents portefeuilles en obligations convertibles de Lombard Odier IM et donnera ses perspectives trimestrielles.
  • European and emerging equities: Solid foundations and bright horizons Recorded: Jun 20 2017 30 mins
    Didier Rabattu, Head of equities at Lombard Odier IM
    Didier Rabattu, Head of Global equities at Lombard Odier IM, will discuss recent events in European and emerging markets and explain why he believes these equities currently present a long-term value opportunity but that investors must carefully consider what investment approach is most appropriate to capture it.
  • Reaction to French election results and market implications Recorded: May 8 2017 26 mins
    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 information and noise but very little genuine advice on what is in their best interests.

    On Monday 8th May, Salman Ahmed, Chief Investment Strategist, will host a webinar to discuss the implications of the final result of the French election and the wider geopolitical and macroeconomic landscape, focusing on European equities.

    We believe there is real value on offer in Europe, but we also believe that deep uncertainty about the political environment and the global business cycle makes it sensible to invest, with high conviction, in the one thing that we think never really changes: what some call “quality”.
  • LO Funds-Global Macro - Q1 2017 performance review and outlook Recorded: May 2 2017 27 mins
    Giuseppe Sette, Co-CIO Global Macro Strategies
    LO Funds-Global Macro - Q1 2017 performance review and outlook
  • LO Funds-Fundamental Equity Long/Short Recorded: Apr 18 2017 27 mins
    Steve Bulko, CIO, LO Funds-Fundamental Equity Long/Short
    Q1 Performance review and outlook
  • LO Funds-Global Macro - 2016 performance review and 2017 outlook Recorded: Jan 30 2017 26 mins
    Jan Szilagyi, Co-CIO
    Jan Szilagyi, Co-CIO Global Macro Strategies, will review the
    performance of the Global Macro Fund in 2016 and discuss the
    current positioning and 2017 outlook.
  • LO Funds-Fundamental Equity Long/Short Recorded: Jan 17 2017 29 mins
    Steve Bulko, CIO, LO Funds-Fundamental Equity Long/Short
    Q4 Performance review and outlook
  • LO Funds-Fundamental Equity Long/Short Recorded: Oct 19 2016 64 mins
    Steve Bulko, CIO of LO Funds-Fundamental Equity Long/Short
    Q3 performance review and outlook
  • Embracing a new paradigm in fixed income markets Recorded: Sep 29 2016 37 mins
    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…

    -Widespread low or negative yields in key developed markets
    -Increased market risk
    -Fractured liquidity

    … and discuss the solutions that he believes exist when it comes to portfolio construction and implementation.
  • One week after Brexit - 2016 Mid-year outlook and review Recorded: Jul 1 2016 39 mins
    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.
  • In the search for diversification – why yellow metal is back in vogue Recorded: Jun 2 2016 38 mins
    Joseph M. Foster, Lead Portfolio Manager of the LO Funds–World Gold Expertise
    The world has changed – sustained low global growth, negative interest rates, potential US rate hikes and geopolitical risks are just some of the reasons why volatility has risen in financial markets.
    Gold, the world’s oldest asset class, out of vogue for quite some time, has been a beneficiary of this uncertain environment. The price of gold has rallied strongly in recent months and, once again, the yellow metal is performing as a hedge against generalised financial uncertainty.
  • How to convert volatility into opportunities with convertible bonds? Recorded: Apr 27 2016 32 mins
    Maxime Perrin, Product Specialist and Senior Analyst – Convertible bonds
    In turbulent times, convertible bonds can benefit from rising equity volatility as proven by their strong performance history at times of
    rising interest rates. Over the next six months, we also believe the multiple sources of returns provided by high yield convertible bonds should continue to prove very attractive. Our High Yield Convertible Bond strategy can provide a solution for investors hunting for yield yet wanting substantially better credit quality than high yield indices.
    During this webinar, Maxime Perrin, Senior Analyst and Product Specialist of Lombard Odier IM’s convertible bonds team, will deliver the portfolios’ quarterly review and discuss how high yield convertible bonds can provide diversification away from the usual high yield risk.
  • LO Funds-Fundamental Equity Long/Short Recorded: Apr 6 2016 30 mins
    Steve Bulko, CIO of LO Funds-Fundamental Equity Long/Short
    First quarter performance review and outlook
  • Is 2016 a turnaround year for emerging markets? Recorded: Mar 29 2016 20 mins
    Didier Rabattu, Head of equities at Lombard Odier IM
    We are convinced that the era of emerging markets is far from over, in fact, we believe valuations are compelling and by being selective there can be many good opportunities.

    Didier Rabattu, Head of Equities and Portfolio Manager of LO Funds-Emerging Consumer and the Global Consumer strategy, will deliver his emerging market equities quarterly review and outlook.

    Didier will discuss the latest events in these markets and explain why he believes emerging markets concerns are overdone in the world of equities.
  • Why invest in CAT Bonds? Recorded: Mar 16 2016 28 mins
    Dr. Gregor Gawron, Head of Insurance Linked Strategies
    Insurance Linked Securities are an attractive asset class for investors in today’s market environment. In a portfolio of traditional assets these securities are regarded as good diversifiers. Lombard Odier IM has an experienced ILS team who has been investing in this area for more than 10 years. This expertise will be available mid-February 2016 through a UCITS vehicle investing in Catastrophe Bonds (CAT Bonds), one of the main types of ILS.
  • Comment se positionner sur des marchés émergents qui divergent ? Recorded: Mar 1 2016 23 mins
    Leslie Sita, Client Portfolio Manager
    Nous pensons qu’une approche obligataire basée sur les fondamentaux des pays émergents peut générer des performances intéressantes dans l’environnement actuel.

    Lors de cette webconférence, nous aborderons les points suivants :
    Que penser de la trajectoire des marchés boursiers émergents ? Synthèse de nos vues macroéconomiques
    Une gestion différente de la dette émergente s’impose – une approche basée sur l’analyse des fondamentaux peut faire la différence
  • “What to do when emerging markets diverge?” Recorded: Mar 1 2016 40 mins
    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 Why recognising the increasing structural differentiation between each EM country and their different rates of real economic growth, inflation and budget balance dynamics is ever more important when investing in EM.

    Opportunities for growth and yield?
    o Emerging market fixed income offers an appealing yield-to maturity as interest rates in advanced economies are likely to remain low for longer in a world of global disinflation/deflation.

    Impact of emerging market currencies have falling to multi year lows?
    o Are there are opportunities appearing to benefit from this and should you be accessing EM in local or hard currency?

    Implementation Matters
    o Harnessing fundamentals to build fixed income portfolios in order to generate more efficient exposure to market beta in a world of lower liquidity, increased herding and central bank domination
Independent in our approach, Independent in our thinking
LOIM content

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Lombard Odier Investment Managers: Convertible bonds in today's markets.
  • Live at: May 12 2015 9:00 am
  • Presented by: Nathalia Barazal and Maxime Perrin
  • From:
Your email has been sent.
or close