Latest news
Views and Analysis
Reflation? Taper tantrum?
The main subject of interest in fixed income markets is the reflationary argument. What is the impact and should we be concerned about rising inflation and interest rates?
Publications
Views and Analysis
Impressive start to February
An impressive start to February in global fixed income markets. Are financial markets over-extended? Andrew Lake provides his insight into inflation, bubbles and the US dollar.
Views and Analysis
Anu Narula, Head of Global Equities and Paul Middleton, portfolio manager, outline their themes for 2021
Themes for 2021: Our global equities team has identified nine broad themes that position companies to take advantage of transformative, long-term trends. We’ve summarised them here.
Press Releases
MIRABAUD ASSET MANAGEMENT COMPLETES ACQUISITION OF US LOGISTICS PLATFORM
Geneva, 3 rd february 2021 – Mirabaud Asset Management working alongside Miami based EXAN Group, has structured the acquisition and retained management of a logistics platform facility occupied by a well-credited tenant in Houston, Texas. EXAN advised on the acquisition of the asset by a Luxembourg-based institutional commercial real estate part¬nership structured by Mirabaud Asset Management on behalf of its international clientele. The platform was acquired for $108 million from Indiana-based Duke Realty Corp.
Views and Analysis
How bad is it?
Where next? Despite stronger economic data, markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed income markets over the next few weeks? And does the outlook for 2021 remain positive?
Views and Analysis
2021 – the year of convertibles
2021 – the year of convertibles. Why is inflation, new issuance and valuation good for global convertibles this year? Find out more here from Nicolas Cremieux.
Views and Analysis
Here we go again
The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflation moving back on the agenda. What does this mean for fixed income markets?
MIRABAUD SUSTAINABLE GLOBAL HIGH DIVIDEND STRATEGY
A focus on delivering sustainable and growing dividends, leveraging our multi-thematic and ESG approach to finding quality leaders
Our regular perspective on fixed income
Our active, high conviction fixed income investment team shares their regular perspectives covering Developed and Emerging Market bonds
It has been an impressive start to February in global markets. Are financial markets now over-extended? Andrew Lake… https://t.co/FsgKxskeF3
There are four pillars that provide significant tailwinds for companies in the renewables space. How we see these f… https://t.co/ov7UOJffBS
Working with Miami-based EXAN Group, Mirabaud Asset Management expanded its real estate portfolio in the US, acquir… https://t.co/BT3xrPqVxF
Fixed income markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed… https://t.co/uKB3IMIPtM
What factors will make convertibles an attractive asset class this year? Read what Nicolas Crémieux, portfolio mana… https://t.co/oGPT1wwQwK
The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflatio… https://t.co/mkRhzKHISp
UK equities have attraction advantages relative to other equity markets, significantly stemming from Brexit. Discov… https://t.co/ozCxS9IdrT
We are pleased to announce that we have been awarded the SRI label for two of our Global Equity Strategies; the Mir… https://t.co/8EP0YUnTkw
2020 has seen many challenges. What should we be focusing on in 2021? We outline a number of areas for consideratio… https://t.co/kQgfENRFKB
Jérôme Paganini joins as Head of sales for Switzerland. Jérôme, who brings more than a decade of asset management e… https://t.co/HU6icBDs7Q
We are in a business of people in which talent cannot be industrialized and within which, skill, expertise, responsibility and investment culture are much more important than size.
Mirabaud Asset Management
Mirabaud Asset Management is focused exclusively on asset management and provides institutional clients and financial players such as banks, independent asset managers and family offices with access to a broad range of funds and mandates and to asset allocation strategies backed by a solid investment process.
One team, one philosophy
The Mirabaud Asset Management team counts among its 100 staff some of the best talents in the sector. In the spirit of entrepreneurship and collaboration, they foster active management built on strength of conviction, is aligned to client interests and adopts a long-term view, all supported by a rigorous risk management process.
Facts and figures
At the end of December 2020, Assets under management were CHF 7.6 billion: CHF 6.1 billion in traditional assets and CHF 1.5 billion in alternative investments.
