Ansichten und Analysen

There are still two clearly defined schools of thought – more normality in 2021 with the vaccine news and concerns about the efficacy of vaccine distribution and the impact this will have on global economies. Andrew Lake gives his insight into how this impacts fixed income markets as we approach the end of 2020.

Read our Multi-Asset team’s insight into positioning Multi-Asset strategies in the new normal, where they outline their cautious yet optimistic approach and what the recent vaccine announcements mean for equities.

The post-Covid world had the three upside catalysts for UK equities - resolutions to the US presidential election, Brexit’s final resolution, and an end to Covid. These headwinds will soon disappear. Find out what this means for UK Equity investing going forwards.

The recent vaccine news is very positive and 2021 could be a solid year for some parts of fixed income, especially in areas such as the fallen angels. However, quality in this environment remains key. Andrew Lake provides weekly insight into global fixed income markets.

US Presidential Election - certainty is good but all eyes are now on the Senate. Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

Standing strong: Is there value in European convertibles? Renaud Martin and Célia Levy discuss the resilience of European convertibles during the pandemic and the rising activity in the primary market, which is driving new and diversified opportunities.

The ‘Blue Wave’ is not coming and it looks increasingly likely that the US Congress will remain split. What next? Andrew Lake, Head of Global Fixed Income, outlines what this means in navigating global fixed income.

Lockdowns are looming and the US Presidential Election is upon us. Andrew Lake, Head of Fixed Income, covers what this means for fixed income markets, the importance of the ‘blue wave’ in the US and why control of the senate is critical.

Daniel Moreno, Head of Emerging Market Debt, outlines why liquidity and quality are important ingredients today and tomorrow.

UK Equities: Balancing value and quality. Jeremy Hewlett provides insight into navigating the UK equity market to find sustainable quality and value.

Fixed income markets are pricing in a ‘blue wave’ during the November US Presidential Election. What does this mean for Treasuries and other assets? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

Navigating sustainable investing in UK equities is more than ESG. Climate change factors pose real long-term risks to companies, industries and countries in which they operate. Discover how we think differently here.

Global Fixed Income: How long will the disconnect be between the economic reality and financial markets? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

Navigating the right path in a post-Covid world. Find out why we think a two tier UK economy, led by the 'digitals' and 'home services', coupled with highly attractive valuations, will lead to strong opportunities regardless of the Brexit outcome.

Technology leadership, 5G and lifting the masses: Find out how we are leveraging these key themes across Emerging Market equities.

Home comforts: Find out how our European equity team are harnessing the stay at home theme.

A slight market shiver as winter begins: The fixed income technicals are fine – what are the downside risks? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

Mirabaud Asset Management’s dedicated convertible bond team discusses why sustainable investing in convertibles helps to support convexity.

Momentum in fixed income markets has been positive and investors are more comfortable with taking risk. What should we be worried about? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

Find out why stay at home winners and quality recovery are key to generating uncorrelated sources of return in global equities to maximise diversification and manage risk. Anu Narula, Head of Global Equities, talks about key areas for the Mirabaud – Sustainable Focus Fund.