Asset allocation
Über Fonds, Mandate und Beratungsdienstleistungen realisieren wir unsere besten makroökonomischen Ideen zum Nutzen unserer Anleger
Ausgewogene mandate
Wir sind mit der Erfüllung strenger Vorgaben und der Richtlinien der strategischen Asset Allocation von Pensionskassen vertraut
Dynamische asset allocation
Der dynamische Ansatz bei Mulit-Asset-Portfolios ermöglicht es uns, kurzfristige Trends zu nutzen, Performance zu erzielen und gleichzeitig eine Absicherung nach unten zu bieten
Asset Allocation und ausgewogene Portfolios
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Views and Analysis
MLII: What does luxury look like post-Covid?
Mirabaud’s Lifestyle, Impact and Innovation private equity fund invests in disruptive young businesses destined to be the lifestyle leaders of tomorrow. As we start thinking about the shape the global economy will take after the pandemic, now is the perfect time to consider which shifts in consumer behaviour will prove transitory – and which will stick. Long Zhou takes the temperature of the premium lifestyle sector in a post-pandemic world.
Views and Analysis
Engaging with the ESG opportunity: physical climate risk
Last week the UN Climate Change Conference (COP26) came to its climax. To mark the event, Sustainable Global Equities Research Analyst John Kisenyi has put together a four-part series of articles where he considers where the conference’s agenda intersects with ESG investing, and explores the risks and opportunities investors face as they engage with stakeholders on the journey to a more sustainable posture.