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The summer lull!

Summer Lull: as the US congress readies for recess, seeking agreement on extending the current fiscal package or introducing a new one is critical as US employment gains stall. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

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Off to the races

The US Federal Reserve can lower rates to zero and engage in other activities, such as yield curve control, but that isn’t going to save private sector balance sheets or employment. Agreeing additional fiscal support quickly, and before the Senate enters summer recess is vital. Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets.

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Finding resilient winners in UK equities

Our role is to identify UK businesses that are going to be resilient through this crisis. We look at active, high conviction stock picking and how we place a value on companies in such an extreme environment. Brexit and ESG are additional key considerations. David Kneale, Head of UK Equities at Mirabaud Asset Management.

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Please sir, can I have some more?

All eyes are now on the central banks and especially their ability to push through further stimulus packages. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

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Timing is Everything

Is the weight of central bank stimulus enough to keep fixed income markets resilient? Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

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The Sun is Shining

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

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STRIKING BALANCE

Maintaining conviction: Stay at home winners, recovery names and recovering structural names are beneficiaries of the current environment. Paul Middleton, Portfolio Manager on the Global Equities Team.

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OUR INSIGHT SHARED: WEEKLY FIXED INCOME IN FOCUS

We continue to be in a twilight zone, with little directional bias, and no real prompts for fixed income markets to move significantly in either direction. What's next? Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets

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THE RISE OF CONVERTIBLES

Our dedicated Convertibles Team talks about the current environment and how they are positioned across Global and European Strategies

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The Push and Pull

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

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MARKETS INSIGHTS

Marie Thibout, Economist & Strategist at Mirabaud Asset Management, discusses the recent cyclical rotation we have seen in equity markets.

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THE FED, THE TREASURY AND THE S&P

David Kneale, Head of UK Equities for Mirabaud Asset Management, discusses recent actions of the US Federal Reserve and US Treasury Department

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A story of two parts

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

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The Rise of Platorms

Learn more about our Platform Companies Global Equity Theme and how the companies in this segment are enjoying important tailwinds.

Discover more about this theme here

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V is for victory

To date, the rally has defied all predictions and gone up in a straight line from the end of March. Who is even talking about this being a bear market rally anymore? Andrew Lake, Head of Fixed Income

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Dare to be Active in a Passive World

Umberto Boccato, Head of Investments at Mirabaud Asset Management, explores active and passive approaches as we enter into a more challenged world.

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ECB STEPS UP PURCHASES, INCREASES FURTHER ITS FIREPOWER

Flash Note by the Strategy team of Mirabaud Asset Management

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Renewed Optimism

As we enter June, March is beginning to feel like a distant memory for financial markets. We are firmly in the stage of renewed optimism. Andrew Lake, Head of Fixed Income.

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Moving Forwards in Global Equities

Our multi-thematic approach to investing across global equities has positioned us in companies that have benefitted from the stay at home economy.

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Our insight shared: Weekly Fixed Income In-Focus

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

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