Lombard Odier

Lombard Odier Investment Managers (“LOIM”) is expanding its high-conviction sustainable equities offering with the launch of a Climate Transition strategy, which captures opportunities across all sectors, created by the urgent need to transition to a net-zero economy, and adapt to a warmer climate.

Rebeca is responsible for leading LOIM’s stewardship activities with a focus on sustainability, corporate governance and ESG analysis. She joins from Investec Asset Management, where she was an ESG analyst responsible for advising portfolio managers on global proxy voting and taking the lead on company engagements.

Following weeks of contestation, Jacob Zuma resigned on 14 February 2018 after nine years in office, leaving a mixed legacy to South Africa’s new president, Cyril Ramaphosa.

We have been expecting a pick-up in market volatility as part of our global outlook for 2018. The current volatility episode should, however, be temporary as market participants take note of the gradual normalisation of inflation and monetary policy.

The impending death of the €500 note has huge implications on the conduct and shape of future monetary policy. We believe the upcoming decision to stop printing the bill goes beyond anti-money laundering, which is commonly cited as the reason.