Latest news
Views and Analysis
Our Equities Theme - Decarbonisation
We have reclassified our “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the transition to carbon neutrality, but alongside this there are other key areas of the transition, which will represent a significant tailwind for those companies exposed to them.
Views and Analysis
Coordinated demand destruction
Today, we’ll be focused predominantly on inflation and the central banks’ reaction function. First, let’s not forget that the COVID response resulted in huge debt burdens for most countries. This will be an important part of the discussion by central banks given the consequences for balance sheet financing of a too aggressive approach to fighting inflation.
Videos
Meet the Manager: Anu Narula, Head Of Global Equities
Anu talks about his first ever investment and the importance of themes in finding companies that can ‘beat the fade’ – companies that can grow for longer than the market expects.
Press Releases
Mirabaud Asset Management strengthens its Private Equity division with the arrival of Chabi Nouri as Private Equity partner
Geneva, 24 March 2022 – Chabi Nouri joins Mirabaud Asset Management’s Private Equity division as Private Equity Partner and will co-manage the Lifestyle Private Equity franchise alongside David Wertheimer, Private Equity Partner and Manager of the Mirabaud Lifestyle Impact & Innovation strategy.
Views and Analysis
How engagement is the way toward successful climate investing
With new waves of regulation coming through and stakeholder pressure building around climate change, temperature alignment and long-term business strategies to address these issues remain leading priorities for investors. The COP26 summit reaffirmed how much reducing greenhouse gas emissions is pivotal to keep temperature increases below 2°C.
Views and Analysis
What’s up with inflation and are we entering a new fixed income mini cycle
We entered 2022 expecting some headwinds around inflation, a few interest rate rises in the US, and slowly easing supply chain blockages. And COVID would be a distant memory….or at least endemic. I often sit here as an apologist for Fixed Income (it is my job after all!) given the low and/or negative yields on offer, but despite the headwinds of inflation and slowing economic activity, I believe we are beginning to see the resurgence of the next Fixed Income mini cycle. Whether it is duration or credit is too early to tell at this point.
Communication
Mirabaud Discovery ex-UK strategy announced as a finalists for fund manager of the year awards
14th March 2022, Mirabaud – Discovery ex-UK strategy announced as a finalist at the Fund Manager of the Year Awards 2022
Videos
Meet the Manager: Hywel Franklin, Head of European Equities
Meet the Manager: Hywel speaks about his personal experiences of climate change when visiting the ‘Mer De Glace’ glacier in Chamonix, France.
Videos
Meet the Manager: Trevor Fitzgerald, European Equities Fund Manager
Meet the Manager: Trevor talks about the day the bank manager came to his school and gave a talk about compound interest.
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
MY SWITZERLAND
With the continuing war in Ukraine, combined with the new wave of Covid infections in China, the world economy is faced with rising commodity prices and increasing supply-chain difficulties.
Great to see Andrew Lake, our Head of Fixed Income, on CNBC this morning discussing his views on the current fixed… https://t.co/TFmcQCeZ6u
We have reclassified the “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the t… https://t.co/yM9yunvTzB
We have moved from a world with no inflation. Where next? With most Developed and Emerging Market countries now in… https://t.co/5BptEDjHUV
Beat the fade: In this short video, Anu Narula from talks about his first ever #investment and the importance of th… https://t.co/Kd9Q9fRZtd
A busy day at #CitywireVenice, discussing global equities with investors and the value we see in sustainable, uncon… https://t.co/VCZrIljHXT
It is officially the start of the 50th year since women were allowed into the London Stock Exchange. To celebrate w… https://t.co/GRLaN9BBMl
We are delighted to announce that Chabi Nouri joins Mirabaud Asset Management’s Private Equity division as Private… https://t.co/A0dhCBOQg2
How engagement is the way toward successful climate investing, Andrew Lake & Elena Bignami look at how climate chan… https://t.co/L0zYYfiiHF
What’s up with inflation? Mirabaud Asset Management’s Andrew Lake takes a close look at inflation. Are we are enter… https://t.co/4A7FIrIYYM
Fatima Luis talks to ESG Clarity about the energy transition journey, and how engaging with high emitters is an imp… https://t.co/8PwJvuaadK
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 September 2021, Assets under management were CHF 9.5 billion: CHF 7.4 billion in traditional assets and CHF 2.1 billion in alternative investments.
