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Views and Analysis

Fixed income is looking cheap – but where to buy? View from the fixed income desk

I have tried to time the news and wait to write my next update, but as there is something of significance happening almost every day, it is becoming the “update that is never going to happen”.

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Views and Analysis

Swiss Equities Small and Mid Cap Strategy - August 2022 - Outlook

The hope of a central bank pivot has been crushed by the most recent FED signalling that the interest rate hiking cycle will last for a prolonged period of time. This also put a future goldilocks scenario of receding inflation, resistant economic growth and peaking interest rates further away.

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Press Releases

Latest investment of our Lifestyle Impact & Innovation strategy; Varjo

We’re delighted to announce the latest investment of our Lifestyle Impact & Innovation strategy; Varjo. Varjo, based in Helsinki, is the industry leading provider of professional-grade VR/XR hardware and software.

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Views and Analysis

WAR, WHAT IS IT GOOD FOR? VIEW FROM THE FIXED INCOME DESK

Not much good comes out of war, and for market participants it is another 2022 headwind to deal with. War is inflationary. We have seen the effects of the Ukraine/Russia conflict since it began in late February.

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Views and Analysis

Swiss Equities Small and Mid Cap Strategy - July 2022 – Outlook

July felt like a breath of fresh air for financial investors, but the months ahead look tricky as ever. Earnings season is well underway and it is confirming our assessment that, in general, sales growth is keeping up with expectation, and even, at times, surprising on the upside.

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Views and Analysis

Who's afraid of Big Bad Inflation? View from the Fixed Income Desk.

From recent market moves it would seem that the market has downgraded inflation from Big Bad Wolf, to Little Red Riding Hood. It has been an amazing few days post the 75bps move by the Federal Reserve last week. One comment from Fed Chair Jerome Powell – and we will come onto that in a second – and financial conditions have eased, all markets have rallied in tandem and have begun to price in a slowdown in both growth and inflation followed by an interest rate cut in short order. In keeping with the fairy tale theme, this would be the Goldilocks scenario…We have the Fed pivot, I hear you cry!

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Press Releases

MIRABAUD ASSET MANAGEMENT FURTHER STRENGTHENS UK WHOLESALE CAPABILITY

London, 13 July 2022 – Mirabaud Asset Management has hired Elliot Fowles to join their UK Wholesale team, further strengthening their presence and commitment to the UK market.

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Fixed Income

The Tectonic Tussle. View from the Fixed Income Desk.

The tectonic tussle for supremacy in investors’ psyche continues apace. It seems almost every week we race from the doom and gloom of recessionary fears, to the doom and gloom of inflation. Treasury bond volatility has increased as we race from one extreme to another.

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Views and Analysis

GROWTH NOW REASONABLY PRICED: OUR VIEWS ON POSITIONING FOR SWISS SMALL AND MID-CAP EQUITIES

Mirabaud Portfolio Manager – Swiss Equities, Thomas Jäger, discusses the current positioning of our Swiss small and mid-cap equity portfolios given this year’s sharp correction which has left valuations looking far more attractive particularly for growth companies. We will continue to provide regular views and insights from our portfolio managers over the coming weeks.

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MIRABAUD SUSTAINABLE GLOBAL HIGH DIVIDEND STRATEGY

A focus on delivering sustainable and growing dividends, leveraging our multi-thematic and ESG approach to finding quality leaders

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Our regular perspective on fixed income

Our active, high conviction fixed income investment team shares their regular perspectives covering Developed and Emerging Market bonds

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Finanzveröffentlichungen

Funds Brochure

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MY SWITZERLAND

Die US-Notenbank beabsichtigt nicht, im kommenden Jahr die Zinssätze herabzusetzen. Fed Präsident Powell und weitere Mitglieder des FOMC haben in ihren Reden auf dem Symposium der Zentralbanker in Jackson Hole ihre Entschlossenheit bekräftigt, die Inflation rasch auf rund 2 % zurückzubringen.

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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.

Lionel Aeschlimann
Geschäftsführender Gesellschafter

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 Dezember 2021 beliefen sich die verwalteten Vermögen auf CHF 9.7 Milliarden, wovon CHF 7.6 Milliarden in traditionelle Vermögenswerte und CHF 2.1 Milliarden in alternative Anlagen investiert waren.

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Lionel Aeschlimann

"Mit Talenten zusammenarbeiten und zugleich seine Handlungsfreiheit bewahren: Dies sind die Schlüsselelemente einer aktiven, leistungsfähigen Vermögensverwaltung."

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