corporate

Rethinking the macro economy for 222 years

December 12, 2018

At Lombard Odier, the same principles of investment upon which we were founded have enabled us to thrive for over 220 years. And yet, in a world defined by change, it is vital that we compliment these principles with a capacity to adjust our approach to changing scenarios.

Since wealth management is particularly sensitive to the macro economy and geopolitical context, our success depends on our ability to guard against this and greet unfavourable environments with as much conviction and efficacy as we welcome the favourable.

This approach enables us to support our clients in building portfolios that don’t just deliver during the good times, but that are also resilient during the bad.

We do this by studying the world around us and providing perspectives about where it might be headed...

This Rethink Everything approach is more critical now than ever. The pace of technological development has been accelerating for decades, and is now pulling society along just as quickly in its wake. And although Europe is in a period of growth and falling unemployment, risks remain. From the trade and domestic politics of Italy’s budget, Trump’s trade war with China and the Brexit negotiations, which have all caused market volatility of late.

This approach enables us to support our clients in building portfolios that don’t just deliver during the good times, but that are also resilient during the bad.

Crucially, disruptive events in the landscapes of technology and politics are becoming increasingly seismic, and so the nature of societal change is only getting harder to predict. Thus, instead of putting in the difficult work of anticipating and preparing for novel contexts, the philosophy of following the crowd has become widely adopted as the path of least resistance.

But we believe these factors only make our approach of understanding and embracing change more vital. In a world of trend-chasers, we think and re-think everything so that we can craft solutions that work for our clients today and for decades to come.

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Important information

This document is issued by Bank Lombard Odier & Co Ltd or an entity of the Group (hereinafter “Lombard Odier”). It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a document. This document was not prepared by the Financial Research Department of Lombard Odier.

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