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Comment se positionner sur des marchés émergents qui divergent ?

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
Recorded Mar 1 2016 23 mins
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Presented by
Leslie Sita, Client Portfolio Manager
Presentation preview: Comment se positionner sur des marchés émergents qui divergent ?
  • Channel
  • Channel profile
  • 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
  • Riding the crossover wave – opportunities in high yield Recorded: Feb 24 2016 41 mins
    Kevin Corrigan, Head of Fundamental Fixed Income
    Rapid commodity price declines are having as much of an impact on high grade credits as their high yield counterparts. With central banks anchoring interest rates close to zero, the yield advantage from investing in these credits remains significant. So too does the risk of rating agency downgrades.

    At this webinar, we will focus on the crossover space between credit and high yield and ask – do the risks in crossover present a buying opportunity?
  • Dénicher les perles rares de l’Eurozone… Recorded: Feb 18 2016 25 mins
    Xavier Lagrandie et Michel Leblanc
    Apres une synthese de leurs vues vues macroéconomiques,
    les gérants du LO Funds–Eurozone Small & Mid caps discuteront :

    •Reprise européenne
    •Petites/moyennes caps vs grandes capitalisations
    •Thèmes d’investissement et positions clés
    •M&A et valorisations
    LO Funds-Eurozone Small & Mid Caps investit dans des sociétés de petites et moyennes capitalisations appelées à devenir des leaders régionaux/ mondiaux. Nos gérants utilisent une approche différentiante en utilisant trois critères clés pour identifier ces sociétés.

    Depuis son lancement en 2003, la performance nette annualisée du Fonds a atteint 12,4%¹, contre 10.3% pour le benchmark, le Stoxx ex UK Small Return ND Index Eur (voir le reporting mensuel)¹. Sur cinq ans, le Fonds a généré une performance nette de 62.8% contre 59.4% pour le benchmark.
  • Uncovering the hidden gems in Europe… Recorded: Feb 18 2016 35 mins
    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. In particular, we see opportunity in the dynamic small and mid caps that we think have the potential to become future leaders. At this webinar we will discuss:
    1. Eurozone review – summary of our top level macroeconomic views by Salman Ahmed, Global Strategist at Lombard Odier IM
    2. Uncovering gems – assessing opportunity in eurozone small and mid caps by Xavier Lagrandie and Michel Leblanc, Portfolio Managers of LO Funds-Eurozone Small & Mid Caps
  • LO Funds-Golden Age Recorded: Jan 26 2016 19 mins
    Meret Gaugler, CO-Gérant
    Les séniors : une opportunité en or en matière d’actions monde
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  • Title: Comment se positionner sur des marchés émergents qui divergent ?
  • Live at: Mar 1 2016 10:30 am
  • Presented by: Leslie Sita, Client Portfolio Manager
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