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In the search for diversification – why yellow metal is back in vogue

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.
Recorded Jun 2 2016 38 mins
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Presented by
Joseph M. Foster, Lead Portfolio Manager of the LO Funds–World Gold Expertise
Presentation preview: In the search for diversification – why yellow metal is back in vogue
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  • Keeping up with emerging markets Nov 21 2018 10:00 am UTC 45 mins
    Didier Rabattu, Head of Equities
    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 Recorded: Oct 31 2018 30 mins
    Robert de Guigné, Head of ESG Solutions; Emma Cusworth, Head of Marketing Strategy
    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 Recorded: May 29 2018 20 mins
    Johan Utterman
    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.
  • The old economy strikes back Recorded: May 24 2018 25 mins
    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 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.
  • Investing for the Sustainability Revolution Recorded: Apr 19 2018 38 mins
    Carolina Minio-Paluello, Global Head of Sales and Solutions
    A sustainability revolution is underway.

    The global economic model is, in our view, unsustainable. Changing demographics, climate change, scarcity of natural resources, inequality and the digital revolution are some of the structural forces that will transform our economies and the businesses that drive them in the coming years.

    Consumer behaviour is already shifting as an increasingly informed, and increasingly formidable, social consciousness continues to build. Governments are adding pressure with an acceleration in new legislation, which is increasingly focussed on the role investors can play in financing the transition and holding companies to account. Meanwhile, the changing physical climate is also forcing companies to adapt.

    This transition creates great opportunity, but it also creates great risk.

    Sustainability is central to both economic outcomes and risk-adjusted returns. With that in mind, investors need to adapt how they run portfolios. After all, sustainability is not a product issue. It is a multi-jurisdictional, multi-asset-class, multi-sector and multi-strategy issue and thus needs to be looked at holistically.

    In this webinar will consider how investors can:

    * carry out their responsibility to society

    * protect portfolios from risk

    * gear their portfolios towards the return drivers of tomorrow
  • LO Funds-All Roads: aiming to provide stable returns across market cycles Recorded: Nov 23 2017 40 mins
    Aurèle Storno, Lead Portfolio Manager, and Alain Forclaz, Client Portfolio Manager
    New paradigms in markets require new paradigms in investments
    In the challenging new investment world investors are being forced to
    broaden their horizons and take a longer-term approach in order to grow
    their capital or earn yield. And by locking in their capital for longer investors
    lose the ability to convert their investments to cash at short notice – they give
    up liquidity. We believe All Roads can plug this gap in investors’ portfolios.That said, All Roads is much more than just a liquid investment...

    Aurèle Storno, Lead Portfolio manager, and Alain Forclaz, Client Portfolio Manager, will present the All Roads strategy: a liquid, diversified multi-asset strategy with a strong focus on downside protection, which we believe to be best-placed to navigate the new fixed income paradigm.
  • Rethinking Asset Allocation and Finding the Right Toolkit Recorded: Nov 8 2017 46 mins
    Charles St Arnaud, Théodore Economou and Aurèle Storno
    Join Théodore Economou, CIO of Multi Asset and Chairman of LO Pension Fund Investment Committee, and Aurèle Storno, CIO of LO Pension Fund, in this webinar.
    Charles St Arnaud, Senior Investment Strategist, will give a macro outlook at the beginning of the webinar.

    Théodore and Aurele will then explain Lombard Odier Investment Managers’ innovative approach to asset allocation - our tried and tested ‘outcome-oriented’ approach, which means:

    • Putting investors’ desired investment outcomes in the driving seat when constructing their portfolios
    • Assembling fit-for-purpose portfolio building blocks according to investors’ objectives
    • Finding a new liquid core portfolio allocation; a liquid, diversified multi-asset strategy with a strong focus on downside protection is best-placed to fulfill this role, in our view.
  • LO Funds-Global Macro Q3 2017 Performance review and outlook Recorded: Oct 26 2017 32 mins
    Vilas Gadkari, Co-CIO 1798 Global Macro Strategies
    Vilas Gadkari, Co-CIO 1798 Global Macro Strategies, will review the
    performance of the Fund for the third quarter of 2017 and discuss the current positioning and 2017 outlook.
  • LO Funds-Fundamental Equity Long/Short Recorded: Oct 19 2017 35 mins
    Steve Bulko, CIO, LO Funds-Fundamental Equity Long/Short
    Q3 Performance review and outlook
  • Actions des marchés émergents : Fondations solides et horizons prometteurs ? Recorded: Sep 12 2017 18 mins
    Didier Rabattu, Directeur de la gestion Actions et Gérant du portefeuille
    Didier Rabattu livrera un point macro des marchés émergents. Il expliquera aussi pourquoi, selon lui, les actions émergentes recèlent des opportunités à long terme, à condition de les chercher au bon endroit.
  • 1798 Global Macro Master Fund Ltd. Q2 2017 Performance review and outlook Recorded: Aug 8 2017 35 mins
    Jan Szilagyi, Co-CIO 1798 Global Macro Strategies
    Jan Szilagyi, Co-CIO 1798 Global Macro Strategies, will review the
    performance of the Fund for the second quarter of 2017 and discuss the current positioning and outlook.
  • LO Funds-Global Macro Q2 2017 Performance review and outlook Recorded: Aug 8 2017 36 mins
    Jan Szilagyi, Co-CIO 1798 Global Macro Strategies
    Jan Szilagyi, Co-CIO 1798 Global Macro Strategies, will review the
    performance of the Fund for the second quarter of 2017 and discuss the current positioning and 2017 outlook.
  • Emerging market debt - why now is the right time? Recorded: Jul 13 2017 48 mins
    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 Salman Ahmed’s insights on what makes emerging market debt attractive and why he favours local versus hard currencies. Salman will also explain why investors should rethink implementation when it comes to this asset class.

    Don’t miss the opportunity to have your questions answered in this live presentation.
  • LO Funds-Fundamental Equity Long/Short Recorded: Jul 12 2017 35 mins
    Steve Bulko, CIO, LO Funds-Fundamental Equity Long/Short
    Q2 Performance review and outlook
  • VIDEO - Why is the time right for emerging market debt ? Recorded: Jun 28 2017 4 mins
    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 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,
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  • 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
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  • Title: In the search for diversification – why yellow metal is back in vogue
  • Live at: Jun 2 2016 1:00 pm
  • Presented by: Joseph M. Foster, Lead Portfolio Manager of the LO Funds–World Gold Expertise
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