@LOIMnews

Follow us for news about the asset management division of @LombardOdier.

 Global
loim.com
Joined December 2011
  • Tweets1.7K
  • Following609
  • Followers3.9K
Could high levels of corporate bond issuance to finance AI be raising US government borrowing costs in US Treasuries? Find out in our latest Simply put: spkl.io/60147TsIy #markets #corporatedebt #simplyput <Marketing communication. Capital at risk>
142
Can #yen weakness against the dollar be entirely attributed to #Japan’s #interestrate differential with the #US, or is there more to its recent depreciation? More here: spkl.io/601673GMG #fed #inflation #currency #fx #simplyput
Is central bank complacency weakening the yen?\n

ALT Is central bank complacency weakening the yen?\n

1
117
Why are real #yields staying so high? Economic expansion and rising demand for capital are keeping real yields elevated. But could uncertainty around central bank reaction functions drive even greater volatility? Read more: spkl.io/60137Mypb
94
How will a new regime at the #Fed under #Trump appointee #KevinWarsh affect fixed income investors? Read more: spkl.io/60197J08b #fixedincome #alphorum
95
#Monetarypolicy, public spending and corporate (AI) expenditure are pushing real #yields higher; does such an environment call for a rethink of #diversification? More here: spkl.io/60107yTBp #markets #multiasset #simplyput <Marketing communication. Capital at risk>
Multi asset: what if real yields settle higher?\n

ALT Multi asset: what if real yields settle higher?\n

91
Risk-on sentiment prevails despite geopolitical volatility and rising inflation. Why? More here: spkl.io/60107H5Wk #ia #inflation #markets #lombardodierinvestmentmanagers <Marketing communication. Capital at risk>
Growth up, inflation up \u2013 it\u2019s risk-on across asset classes

ALT Growth up, inflation up \u2013 it\u2019s risk-on across asset classes

73
Rising long-term #bond #yields are often attributed to monetary policy or a higher term premium, but how is the cost of capital also playing a key role? More here: spkl.io/60107GVsn #bonds #monetarypolicy #US #markets #simplyput
Why are long-term bond yields rising?

ALT Why are long-term bond yields rising?

100
The secondaries market continues to build strong momentum – driven by rising activity, evolving transaction types and demand for access to mature private equity assets. What is shaping this acceleration, and where are emerging the most compelling opportunities for investors today? Read more here: spkl.io/601371QkX #privateequity #alternatives #privateassetsartisans
63
We explore how the #secondary #market evolved from a niche liquidity tool into an established, mainstream exit strategy in #privateequity. More here: spkl.io/60147E4s0 #secondaries #privatemarkets #privateassetsartisans <Marketing communication. Capital at risk>
The secondary market comes of age as a mainstream exit route

ALT The secondary market comes of age as a mainstream exit route

80
Despite the macro risks of ongoing US-Iran tensions, markets show resilience. Why? Learn more : spkl.io/60107DASC #AI #capex #Iran #Hormuz #inflation #macroeconomy <Marketing communication. Capital at risk>
55
The secondaries market is going from strength to strength – fuelled by rising activity and growing demand for access to mature private equity assets. With record deal volumes and a clear long term growth trend, investors are increasingly looking at secondaries as a strategic way to build growth into their portfolios. What’s driving this acceleration, and where do the most compelling opportunities emerge? More here: spkl.io/6010783PO #secondaries #privatemarkets #privateassetsartisans
59
Find out why in the current, low-yield environment, #Swiss corporate #bonds sit in the sweet spot between healthy returns and #portfolio protection. Read more: spkl.io/6016781oq #swissbonds #corporatebonds #corporatecredit <Marketing communication. Capital at risk>
Swiss corporate bonds: a winning balance of yield and protection

ALT Swiss corporate bonds: a winning balance of yield and protection

1
52
#Oil is never just oil. A sustained rise is fuelling an ‘inflation fear premium’, shaping #market pricing and testing how far the US Federal Reserve will go on #rates. Read more: spkl.io/60177BYE7 #Iran #inflation #simplyput <Marketing communication. Capital at risk>
Markets, oil and inflation: pricing the fear premium

ALT Markets, oil and inflation: pricing the fear premium

55
#Investors face widening dispersion and increasing competition for quality assets in the #privateassets world. Many are now seeking opportunities where capital remains scarce – areas that are less efficient, under‑researched and characterised by complexity premia across private #equity and #credit. How can investors remain resilient and diversified throughout different #market cycles? For nearly two decades, we have been navigating these dynamics while deploying capital into selective direct and co‑investment opportunities. More here: spkl.io/60107BBpo #privateequity #alternatives #privateassetsartisans
Private assets artisans

ALT Private assets artisans

75
How is a changing global backdrop reshaping Asian and emerging-market credit? From higher spending to abundant liquidity, LOIM’s H2 2026 #fixedincome #outlook explores what underpins quality growth in the region. Read more: spkl.io/601176UEL #asia #emergingmarkets #growthnavigators
Asian and EM fixed income: how higher global spending is driving credit markets

ALT Asian and EM fixed income: how higher global spending is driving credit markets

1
108
Record growth, evolving transaction types and strategic portfolio uses – understand these key drivers underpinning the thriving private equity secondaries market. Read more here: spkl.io/601176y3Z #privateequitysecondaries #secondaries #directsecondaries #privateassetsartisans
Private equity secondaries: growth drivers, transaction types and a differentiated approach

ALT Private equity secondaries: growth drivers, transaction types and a differentiated approach

66
Technological progress has historically impacted employment patterns. To what extent will #AI destroy jobs? Or will it merely reshape workplace trends? Read more: spkl.io/6015Ahihb #employment #jobdestruction #markets #simplyput Marketing communication. Capital at risk.
How will AI impact jobs?

ALT How will AI impact jobs?

47
Why is our direct #secondaries #investment in #Vinted aligned with the flexible, hybrid approach we manage for our clients? Learn more: spkl.io/6010AChDy #privateequity #directsecondaries #privateassetartisans <Marketing communication. Capital at risk>
84
With an #ecommerce profit engine processing 583,000 transactions per second, and an #AI ecosystem expanding at scale, how does a Chinese online retail conglomerate offer strong growth potential for #equity #investors? Read more: spkl.io/6017A7IXf #equities #growthnavigators
85
Load more