Ansichten und Analysen

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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Too big to fail? Don’t overlook anti-trust

How anti-trust legislation is impacting corporate giants and how an integrated ESG approach can support more accurate equity valuations.

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Mirabaud Funds - Monthly Performances

An in-depth view of monthly fund performances across our traditional & alternative fund range.

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Ansichten und Analysen

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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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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Pressemitteilungen

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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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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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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My Switzerland

Die USA kommen in der ersten Jahreshälfte nicht an einer technischen Rezession vorbei. Europa befindet sich ebenso auf dem Weg in die Rezession, da sich die im Juli veröffentlichten Vertrauensindikatoren verschlechtert haben.

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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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Mirabaud Funds - Monthly Performances

An in-depth view of monthly fund performances across our traditional & alternative fund range.

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Publikationen

My Switzerland

Das Risiko einer Rezension hat in den USA und in Europa stark zugenommen. Die Inflation erreicht trotz dem Rückgang der Kerninflation aufgrund des Anstiegs der Energie- und Lebensmittelpreise neue Rekordhöhen.

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Pressemitteilungen

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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Ansichten und Analysen

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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The opportunities in Asia

China’s economic growth in 2022 has been impacted by the global supply chain, impacts of the Russian invasion of Ukraine, as well as domestic COVID lockdowns, most notably in Shanghai. However, it continues to face far less inflationary pressure compared to the west and is the only major economy currently easing policy, both monetary and fiscal.

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Intrepid has been acquired by Ascential

We are delighted to announce the sale of Intrepid to Ascential. Intrepid provides e-commerce operations optimisation, digital marketing and technology services to large enterprise customers, helping them improve their sales and marketing performance on South East Asian (SEA) e-commerce marketplaces.

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A HURRICANE OR A STORM IN A TEACUP? VIEW FROM THE FIXED INCOME DESK.

Friday’s Consumer Price Index (CPI) number was unexpectedly strong and caused markets to fall dramatically as inflation (and stagflation) fears moved once again to the front of investors’ minds. In addition, the European Central Bank (ECB) has finally joined the hawkish club, which re-priced European bonds dramatically this week. Subsequent pronouncements of a 25bps hike in July seem to put the ECB behind the curve and Bunds have sold off in response.

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Ansichten und Analysen

Mirabaud Equity Theme - PLATFORM COMPANIES

As more digital services are developed and offered, and as the platform’s users become more tied in, this creates a virtuous circle, creating significant opportunities for platform companies to grow. They can transform entire industries and scale vertically and horizontally by improving existing services or entering new service areas. More crucially, in the last couple of years, platform companies have helped reshape the global economy and changed how we collectively work and live.

DISCOVER MORE ABOUT THIS THEME HERE

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My Switzerland

Die wirtschaftliche Abkühlung dauert im Fahrwasser der kombinierten Schocks wie Preissteigerungen für Rohstoffe, Lieferengpässe sowie die aktuellen geldpolitischen Verschärfungen in den meisten Ländern bis zum Jahresende an.

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