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Lombard Odier Investment Managers

2024 Top 500 Ranking: 280

What’s happened to the cycle?

What’s happened to the cycle?

Conventional market wisdom dictates that a slowdown normally becomes a recession, and that investors should sell equities ahead of a downturn. Additionally, higher rates should eventually lead to lower inflation, at which point investors typically favour bonds. These phenomena tend to overlap more as the threat of a recession grows.

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