Ansichten und Analysen

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

In this update, our European equities team discuss their three main areas of focus: Reducing forecast risk, emerging beneficiaries and the opportunities in real defensives.

Thomas Jäger, Senior Portfolio Manager in the Swiss Equities team, gives an update on our Swiss small and mid-cap equities strategy, its positioning in the current environment and its focus on high quality businesses that are global leaders in their field.

Andrew Lake, Head of Global Fixed Income - Podcast

Why Global Themes Matter in Today's Market Environment

Umberto Boccato, Head of Investments at Mirabaud Asset Management - Podcast

European Sovereign Bonds - Will Peripheral Spreads Widen Again ? by Marie Thibout, Economist & Strategist

Looking beyond the FAANG by Valentin Bissat, Senior Economist / Strategist

Update on Mirabaud Global Emerging Market Bond Strategy by Daniel Moreno, Head of Emerging Market Debt, and Puneet Singh, Portfolio Manager

April has finished and what a contrast it was to March in global fixed income markets. We discuss earnings, US Federal Reserve intervention and the importance of liquidity. Andrew Lake, Head of Global Fixed Income.

The trading environment remains challenging. However, opportunities emerge from attractive valuations in some European Investment Grade credits and new issuance. Andrew Lake, Head of Global Fixed Income at Mirabaud Asset Management

Macro & Strategy Position Note

In this current market environment, global convertibles are achieving a hybrid performance between equities and credit. Nicolas Crémieux, Senior Convertible Bonds Fund Manager

In this podcast, Andrew Lake, Head of Global Fixed Income, talks about the environment for Investment Grade Credit in Europe and the US, the looming default rate issues and the challenges and opportunities faced by the low oil price

A brief dive into the asset class

A Summary from Anu Narula, Head of Global Equities, and Paul Middleton, Portfolio Manager

Four key factors that drive strong risk and return, with sustainable dividends

Q&A with Andrew Lake, Head of Global Fixed Income at Mirabaud Asset Management

David Kneale - Head of UK Equities

Jeremy Hewlett, Senior Portfolio Manager, UK Equities