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We believe there is an increasingly clear relationship between companies’ approaches to managing ESG risks and the long-term sustainability of their dividend distributions. Paul Middleton, Portfolio Manager on Mirabaud’s Sustainable Global High Dividend Fund, explores this relationship.

London, 21. September 2021 – Mirabaud Asset Management – die Investmentsparte des 1819 gegründeten unabhängigen Vermögensverwalters Mirabaud – hat ihr britisches Relationship-Management-Team mit Benjamin Carter als neuem Wholesale-Vertriebsleiter für UK weiter ausgebaut. Zudem stellt Mirabaud die beiden Analysten Michael Wang und Elena Bignami ein. Michael Wang kommt als Senior Analyst/Stellvertretender Portfoliomanager zum Global Emerging Market (GEM) Equities Team und wird dort unter der Leitung von Charles Walsh für die GEM- wie auch die Asien-ohne-Japan-Aktienstrategien zuständig sein. Elena Bignami stösst als ESG-Analyst zum Responsible Investment Team.

Mirabaud’s Anu Narula takes stock after an unusual summer for equity markets.

2021 has seen an uptick in the Chinese government making market-moving political interventions. Are these the symptoms of an overconfident regime, or is the Communist Party laying the foundations for a decade of continued growth – and what does this mean for emerging market bond funds?

Rain in London in August, wildfires in Greece and Italy, floods in Bangladesh: can anyone still really deny that global warming is at a crisis point? The role of human influence on the climate system is undisputed. That’s the stark message from the IPCC report on climate change published earlier this week.

Examining how Mirabaud Asset Management’s Climate Bond team evaluates bond issuers’ climate policies

Paris 29. Juli 2021 – Mirabaud Asset Management, die Investmentsparte des 1819 gegründeten unabhängigen Vermögensverwalters Mirabaud, hat für das Private-EquityVehikel Mirabaud Lifestyle Impact & Innovation erste Investitionen getätigt.

July/August 2021, Mirabaud Asset Management’s long running Fund of Hedge Fund strategy, Haussmann, has received the HFM Award as the Best Fund of Hedge Funds Long-Term Performance 5 years.

We asked our investment collective for their views on longer-term inflationary risks. What’s clear is that this environment will most likely suit nimble investors that can make active, high conviction decisions as they navigate the road ahead.

We believe that blended Emerging Market debt strategies offer distinct advantages in finding a balance between opportunity, liquidity and volatility. Furthermore, our approach towards liquidity has given us the flexibility to be highly nimble in positioning the Fund quickly and effectively if market events change.

The Global Climate Bond team use a framework to identify those issuers that have clear goals in reducing their greenhouse gas emissions in line with the targets set out in the Paris Agreement. Our focus is to seek issuers that can make significant reductions to the emissions they produce, which means we invest in some of the higher-emitting sectors. Engagement then becomes key.

Andrew Lake, Head of Fixed Income, focuses on the moves in the US Treasury market

We have reached the halfway point of 2021, and it is a good time to take stock of where we are and where we might be going. As the recently departed Donald Rumsfeld said “there are known unknowns and also unknown unknowns”.

The Mirabaud Convertible Bonds Europe Fund has a fully integrated ESG approach as part of its process. It has recently been awarded the SRI label by the French Ministry of Finance. Despite some recent headwinds, especially in areas like the ‘stay at home’ names, a number of positive factors still remain to make the European Convertibles asset class an opportunity for investors seeking to diversify risk.