Global Investment Strategy: what comes after a sharp recovery?

The global economy is shifting gears, as market concerns change from overheating risks to fears of slowing growth. The recovery has entered a new phase, with policy support likely peaking and a more normal rate of growth enabling continued expansion in a number of economies. What does this context mean for investors? We have a moderate pro-risk tilt in our tactical portfolio positioning, and favour equities over high quality fixed income. With more volatility expected in the near term, active portfolio management is key.

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Established in 1796, Lombard Odier is the oldest private bank in Geneva and one of the largest in Switzerland and Europe. We offer private and institutional clients a wide range of advisory services in wealth management, financial products and other specialised areas.

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