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Lombard Odier Investment Managers

2023 Top 500 Ranking: 274

When markets resist recession risk, macro analysis is pivotal

When markets resist recession risk, macro analysis is pivotal

Asset prices are seemingly defying the global economic gloom, making analysis of macro indicators important in understanding how market conditions might evolve. In the latest quarterly edition of Simply put, we explain our current multi-asset portfolio positioning and the integration of a new, proprietary real-time macro overlay into our investment ...

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