investment insights

    Investment strategy Q3 2018: Strong fundamentals vs trade tensions

    Investment strategy Q3 2018: Strong fundamentals vs trade tensions
    Stéphane Monier - Chief Investment Officer<br/> Lombard Odier Private Bank

    Stéphane Monier

    Chief Investment Officer
    Lombard Odier Private Bank

    With the soft patch experienced by non-US economies early 2018 now likely over, fundamentals should run strong. This supports our pro-growth stance. However, rising geopolitical uncertainty argues for a dynamic approach to managing active risk in our portfolios.

    Discover our latest investment insights from Stéphane Monier, CIO Private Bank, and Samy Chaar, Chief Economist, in our quarterly investment strategy video.

     

    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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