Rethinking adversity to seize opportunity – Lombard Odier Investment Managers

Investors have access to plentiful information – and a gauntlet of conflicting views. Gaining clarity on pivotal forces shaping the world, from geopolitics to artificial intelligence and climate, can best be achieved by discerning data from noise. By rethinking adversity, opportunities emerge.

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... The modern world is characterised by complexity and saturated with data and opinions on everything from geopolitics to economic and social issues. Much of it is contradictory.

How should investors rethink the likely impacts of key megatrends – deglobalisation, generative artificial intelligence, ageing populations and the energy transition?

The instinctive response is to accelerate as the world speeds up. But by stepping back to re-evaluate the world, investors can better identify opportunity amid volatility.

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