As global powers shift towards national security and supply chain resilience, Lombard Odier suggests six key investment opportunities to capitalise on the global order’s reorganisation: demographics, longevity, technology, infrastructure, the transition to a net-zero and nature-positive world. Lombard Odier believes these themes will unfold in a non-linear way and also act as catalysts for other themes.

“We believe today’s geopolitical reshaping is among the most important factors for investors, alongside technological innovation, demographic changes, and climate change,” said the bank.

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