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Views and Analysis
Themes, ESG, income and dividend growth: The key to dividend sustainability
We believe that Income investors need to focus as much on Dividend Growth as they do on Dividend yields, as the combination of the two determine what total income will be paid out over time. Durability of dividend growth is supported by our multi thematic approach.
Pressemitteilungen
MIRABAUD ASSET MANAGEMENT SCHLIESST KAUF VON BÜROKOMPLEX IN DEN USA AB
Genf, 23. Juni 2021 – Mirabaud Asset Management hat sein etabliertes Immobilienportfolio durch den Erwerb eines Bürokomplexes in einem Schlüsselmarkt in den USA ausgebaut. In Zusammenarbeit mit der in Miami ansässigen EXAN Group hat Mirabaud Asset Management die Transaktion zum Erwerb des Bürokgebäudes strukturiert, der von einem Mieter mit Investment-Grade-Rating in Warren, New Jersey, genutzt wird.
Publications
Views and Analysis
Is now the time to increase delta?
Nicolas Cremieux outlines recent positioning activity for the Mirabaud – Sustainable Convertibles Global Fund.
Views and Analysis
Inflation Matters
David Kneale looks at the possible impact of inflation on UK PLC. UK consumer price inflation has recently risen to 1.5% from around 0.5%[1].
Views and Analysis
Sell in May
It has been a while since my last missive. I must admit, I left it for a few weeks, hoping that there would be some eventful news to comment on. The logical move would have been for investors to take profits after a very strong Q1, feeling full of self-congratulation that the market was over-extended, in bubble territory and due a nice pullback.
Views and Analysis
An asset class that strives to offer an excellent risk / return ratio
Convertible bonds are an asset class in their own right, too often overlooked, which offers performance close to equities over a long term with much lower levels of volatility.
Views and Analysis
Themes, recovery names and changes in the Mirabaud - Sustainable Global Focus Fund
Since the vaccine announcement in November last year, there has been a significant rotation out of growth into value. Despite good earnings momentum in companies across growth sectors, market leadership continues to be dominated by the more ‘hard’ cyclical names.
Private equity
Greifen Sie mit einem unternehmerischen Ansatz auf private Märkte zu
Nähere InformationenMIRABAUD SUSTAINABLE GLOBAL HIGH DIVIDEND STRATEGY
A focus on delivering sustainable and growing dividends, leveraging our multi-thematic and ESG approach to finding quality leaders
Our regular perspective on fixed income
Our active, high conviction fixed income investment team shares their regular perspectives covering Developed and Emerging Market bonds
We believe that income investors need to focus as much on dividend growth as they do on dividend yields because the… https://t.co/jw13LIh0ua
Working with EXAN Group, Mirabaud Asset Management expanded its real estate portfolio in the US by completing the a… https://t.co/amssof7V29
The convertible eight - deconstructing convertibles. In this last of eight videos, @NicolasCremieux, Co-Head of Glo… https://t.co/HLeaopvovf
The convertible eight - deconstructing convertibles. In this seventh video, @NicolasCremieux, Co-Head of Global Con… https://t.co/lqXVrmohQG
Is now the time to increase delta? @NicolasCremieux outlines the recent positioning changes to the Sustainable Con… https://t.co/GW1IB0vVNK
Anu Narula, Head of Global Equities, talks about how his team applies an Attackers, Midfielders and Defenders appro… https://t.co/x7zEjbTn8p
The convertible eight - deconstructing convertibles. In this sixth of eight videos, @NicolasCremieux, Co-Head of Gl… https://t.co/5CKWBDeBJV
The convertible eight - deconstructing convertibles. In the fifth video, @NicolasCremieux, Co-Head of Global Conver… https://t.co/l0MkbjZ5Bc
1 days to go until Expert Investor's Bilbao webinar.
Andrew Lake, head of fixed income at @Mirabaud_AM will join th… https://t.co/lk8HnMlQih
The convertible eight - deconstructing convertibles. In this fourth video, @NicolasCremieux, Co-Head of Global Conv… https://t.co/IvElQbJasj
Wir sind in einem People-Business aktiv, wo Talent nicht industriell hergestellt werden kann und Fähigkeiten, Know-how, Verantwortung und Anlegerkultur viel wichtiger als Grösse sind.
Mirabaud Asset Management
Mirabaud Asset Management widmet sich ausschliesslich der Vermögensverwaltung und bietet institutionellen Kunden und Finanzdienstleistern wie Banken, unabhängigen Vermögensverwaltern oder Family Offices eine grosse Palette an Fonds und Mandaten. Zudem bietet Mirabaud Asset Management auch an Strategien zur Vermögensallokation an, die sich auf einen robusten Anlageprozess stützen.
Ein Team, eine Philosophie
Dem rund 100-köpfigen Team von Mirabaud Asset Management gehören einige der talentiertesten Vermögensverwalter des Sektors an. Sie zeichnen sich durch Unternehmer- und Teamgeist aus und stützen sich bei ihrer aktiven Verwaltung auf starke Überzeugungen, die auf die Interessen des Kunden abgestimmt und langfristig orientiert sind. Den Rahmen bildet dabei ein strenger Risikokontrollprozess.
Einige Zahlen
Per Ende März 2021 beliefen sich die verwalteten Vermögen auf CHF 8.5 Milliarden, wovon CHF 6.8 Milliarden in traditionelle Vermögenswerte und CHF 1.7 Milliarden in alternative Anlagen investiert waren.
