Lombard Odier | Swiss Private Bank Since 1796

insights.

Chinese AI rivalry threatens US margins, not its ecosystem
investment insights

Chinese AI rivalry threatens US margins, not its ecosystem

China’s AI models raise questions about US models’ pricing, spending and valuations. We examine why we favour hyperscalers and semiconductor firms as winners of the next AI phase.

system changes.

At Lombard Odier, we believe we have entered into an era of economics-led sustainable investing. We are investing towards a net zero, nature-positive, socially constructive and digitally enabled economy. Learn more on investing in system changes. read more.
Can AI make essential minerals greener? Rethinking rare earths for the energy transition
FT Rethink

Can AI make essential minerals greener? Rethinking rare earths for the energy transition

Discover how AI is transforming critical minerals and rare earth production, from smarter mining exploration and recycling to new materials for the energy transition.
Strength in the cycle to propel markets higher
investment insights

Strength in the cycle to propel markets higher

From AI to infrastructure, energy and defence, a broadening investment cycle is supporting growth and corporate earnings. Discover where we see opportunities in our new investment outlook video.

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