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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.

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.

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.

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

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

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

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.

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

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

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

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

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

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

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

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

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

Flash Note by the Strategy team of Mirabaud Asset Management

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.

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

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