Ansichten und Analysen

Staying in focus

Euphoria in global fixed income markets one minute to gloom the next! Should we be worried? Read Andrew Lake’s latest insight here

Nähere Informationen

Publikationen

MIRABAUD ASSET MANAGEMENT RECEIVES TWO ‘BLOCKBUSTER’ FUND RATINGS FROM FUNDSPEOPLE

Congratulations to our Global Equity team and Fixed Income team for obtaining the Blockbuster rating from FundsPeople Italia for the Mirabaud – Sustainable Global Focus Fund and the Mirabaud – Global Strategic Bond Fund. This rating is awarded to funds that, as of Dec 31 2020, recorded assets in Italy greater than or equal to 200m Euros.

PDF Herunterladen

Ansichten und Analysen

Which direction?

Much like the container ship in the Suez Canal, the financial markets – for the most part – have been fairly immovable of late both in the face of several conflicting themes – hope, better data, a “third wave” of the virus in Europe and a fairly haphazard global campaign of vaccination. The likelihood is that the second quarter will be much more positive for a number of reasons. Andrew Lake explains more.

Nähere Informationen

Ansichten und Analysen

Groundhog day

Here we go again: Europe is experiencing more lockdowns. We are seeing some signs of a resurgence of the virus in certain states across the US. What does this mean to the economic growth prospects across each region? Andrew Lake explains more.

Nähere Informationen

Ansichten und Analysen

A brief holding pattern

Fixed income markets remain in a holding pattern. Meanwhile, the prospect of rising economic growth with stimulus is creating anxiety about inflation. Should we be worried?

Nähere Informationen

Publikationen

Publikationen

Pressemitteilungen

MIRABAUD ASSET MANAGEMENT VERSTÄRKT SEIN FIXED-INCOME-TEAM

Paris und London, 11. März 2021 – Mirabaud Asset Management – die Investmentsparte der Mirabaud-Gruppe – baut mit der Ernennung von Nicolas Cremieux zum Co-Leiter des Teams für Wandelanleihen seine Kompetenzen in diesem Segment aus. Zudem wird Al Cattermole zum stellvertretenden Portfoliomanager für die Fonds Mirabaud – Global High Yield Bonds und Mirabaud – Global Short Duration ernannt, um das Fixed-Income-Team von Mirabaud Asset Management zu verstärken.

Nähere Informationen

Ansichten und Analysen

HIGHER YIELDS, HIGHER GROWTH...THAT'S OK ISN'T IT?

It has been a rollercoaster of a ride for US Treasuries recently. Where next? Andrew Lake shares his insight into the week’s events in fixed income markets.

Nähere Informationen

Ansichten und Analysen

Reflation? Taper tantrum?

The main subject of interest in fixed income markets is the reflationary argument. What is the impact and should we be concerned about rising inflation and interest rates?

Nähere Informationen

Publikationen

Publikationen

Ansichten und Analysen

Impressive start to February

An impressive start to February in global fixed income markets. Are financial markets over-extended? Andrew Lake provides his insight into inflation, bubbles and the US dollar.

Nähere Informationen

Ansichten und Analysen

Anu Narula, Head of Global Equities and Paul Middleton, portfolio manager, outline their themes for 2021

Themes for 2021: Our global equities team has identified nine broad themes that position companies to take advantage of transformative, long-term trends. We’ve summarised them here.

Nähere Informationen

Pressemitteilungen

MIRABAUD ASSET MANAGEMENT SCHLIESST KAUF VON US-LOGISTIKPLATTFORM AB

Genf, 3. Februar 2021 – Mirabaud Asset Management hat in Zusammenarbeit mit der in Miami ansässigen EXAN Group den Kauf einer von einem renommierten Mieter genutzten Logistikplattform in Houston, Texas, strukturiert und deren Verwaltung übernommen. EXAN war für die Beratung bei der Akquisition der Plattform durch eine gewerbliche Immobilienpersonengesellschaft mit Sitz in Luxemburg zuständig. Mirabaud Asset Management wiederum kümmerte sich im Auftrag seiner internationalen Kundschaft um die Strukturierung der Transaktion. Die Plattform wurde für 108 Millionen US-Dollar von der Duke Realty Corp. in Indiana erworben.

Nähere Informationen

Ansichten und Analysen

How bad is it?

Where next? Despite stronger economic data, markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed income markets over the next few weeks? And does the outlook for 2021 remain positive?

Nähere Informationen

Ansichten und Analysen

2021 – the year of convertibles

2021 – the year of convertibles. Why is inflation, new issuance and valuation good for global convertibles this year? Find out more here from Nicolas Cremieux.

Nähere Informationen

Ansichten und Analysen

Here we go again

The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflation moving back on the agenda. What does this mean for fixed income markets?

Nähere Informationen

Publikationen

Publikationen

Newsletter

Newsletter bestellen

Bestellen