Felix Philipp is a Principal and leads Lombard Odier’s transitions research. He examines the direction, speed, and scale of global system shifts and how these transform industries, sectors, and value chains, with a focus on industrials, circularity and new materials. His work integrates systems thinking with financial analysis to provide forward‑looking insights for investment teams and strategic dialogues with clients and partners. Before joining Lombard Odier Investment Managers, Felix worked at Systemiq, a leading sustainability systems‑change company and think tank, where he led the development of Circular Economy strategies. He holds a PhD from the University of Cape Town.