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Ansichten und Analysen
All eyes on recession risks
On a recent trip into London, shops continue to be busy and a visit to the Nike store on Oxford Street was a nightmare, given it was so full the staff couldn’t cope. This seems to fly in the face of the dire warnings of a consumer having to decide between food and heat.
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Our Equities Theme - Decarbonisation
We have reclassified our “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the transition to carbon neutrality, but alongside this there are other key areas of the transition, which will represent a significant tailwind for those companies exposed to them.
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Coordinated demand destruction
Today, we’ll be focused predominantly on inflation and the central banks’ reaction function. First, let’s not forget that the COVID response resulted in huge debt burdens for most countries. This will be an important part of the discussion by central banks given the consequences for balance sheet financing of a too aggressive approach to fighting inflation.
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How engagement is the way toward successful climate investing
With new waves of regulation coming through and stakeholder pressure building around climate change, temperature alignment and long-term business strategies to address these issues remain leading priorities for investors. The COP26 summit reaffirmed how much reducing greenhouse gas emissions is pivotal to keep temperature increases below 2°C.
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What’s up with inflation and are we entering a new fixed income mini cycle
We entered 2022 expecting some headwinds around inflation, a few interest rate rises in the US, and slowly easing supply chain blockages. And COVID would be a distant memory….or at least endemic. I often sit here as an apologist for Fixed Income (it is my job after all!) given the low and/or negative yields on offer, but despite the headwinds of inflation and slowing economic activity, I believe we are beginning to see the resurgence of the next Fixed Income mini cycle. Whether it is duration or credit is too early to tell at this point.
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Mirabaud Asset Management is proud to join the Net Zero Asset Managers Initiative
Mirabaud Asset Management is proud to join the Net Zero Asset Managers Initiative, committing to support the goal of net zero greenhouse gas emissions by 2050 or sooner. As signatories to the initiative, we also commit to set interim targets consistent with a fair share of the 50% global reduction in greenhouse gas emissions by 2030.
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2021 in charts
Mirabaud Asset Management’s Valentin Bissat selects the charts that tell the story of a dramatic year on the markets
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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.
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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.
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Engaging with the ESG opportunity: Palm Oil
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 series of four 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.
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Engaging with the ESG opportunity: water stress
The world’s attention remains on Glasgow for the ongoing UN Climate Change Conference (COP26). To mark the event, Sustainable Global Equities Research Analyst John Kisenyi has put together a four-part series of articles where he considers key parts of the conference’s agenda, and explores the risks and opportunities investors face in meeting the climate challenge. In this article, he assesses where the risks and opportunities lie around the most fundamental material of all: water.
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Engaging with the ESG opportunity: Renewable Energy
This week, the world’s attention falls on Glasgow for the UN Climate Change Conference (COP26). To mark the event, Sustainable Global Equities Analyst John Kisenyi has put together a four-part series of articles that consider key parts of the conference’s agenda, and explore the risks and opportunities investors face in meeting the climate challenge. Here he offers his analysis of where renewable energy fits into the picture, as well as case studies and examples of successful engagement processes.
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Beyond net zero: meeting the challenge of COP 26 by understanding adaptation, attribution and science
As the UK prepares to host the COP 26 UN conference on climate change, Mirabaud Asset Management’s Head of UK Equities David Kneale reviews the additional measures investors must take to integrate the challenges of climate change.
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Do markets face an autumn surprise?
Mirabaud Asset Management’s Head of Fixed Income Andrew Lake gives his review of the situation as we head into the fourth quarter
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What’s the investment case for Germany?
As Germany changes its political leadership, Mirabaud Asset Management’s Hywel Franklin and Trevor Fitzgerald take stock of the country’s investment outlook.
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Does ESG drive sustainable dividends?
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.
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Seeking the signal and ignoring the noise: the importance of a defined thematic strategy
Mirabaud’s Anu Narula takes stock after an unusual summer for equity markets.
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Big brother takes a tumble? China’s turbulent year continues
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?
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As the IPCC publishes gloomy report, this is the route to net zero
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.
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EasyJet: a Global Climate Bond framework case study
Examining how Mirabaud Asset Management’s Climate Bond team evaluates bond issuers’ climate policies
Monatliche Newsletter
13 Questions with Hywel Franklin…read about his views on his investment strategy, role models, views on crypto and… https://t.co/7EIDvHrKfC
Responsible and sustainable investing is at the core of what we do, which is why we are delighted to announce that… https://t.co/307CRtKdCX
Today we are joined by 80+ delegates from family offices, high net worth wealth managers and private banks at the 4… https://t.co/Tw5gKEDAYn
What does sustainability mean to you? Paul Middleton, Global Equity Portfolio manager at Mirabaud Asset Management,… https://t.co/zrsqrivms6
We’re delighted to announce the closing of our Mirabaud Grand Paris strategy, after having raised over €150m, it is… https://t.co/t1ocg1MIke
We are excited to announce that we have become a member of @Investeurope, representing Private Equity, Venture Capi… https://t.co/CYdWD2ox5X
Great to see Andrew Lake, our Head of Fixed Income, on CNBC this morning discussing his views on the current fixed… https://t.co/TFmcQCeZ6u
We have reclassified the “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the t… https://t.co/yM9yunvTzB
We have moved from a world with no inflation. Where next? With most Developed and Emerging Market countries now in… https://t.co/5BptEDjHUV
Beat the fade: In this short video, Anu Narula from talks about his first ever #investment and the importance of th… https://t.co/Kd9Q9fRZtd