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Views and Analysis

Fixed income is looking cheap – but where to buy? View from the fixed income desk

I have tried to time the news and wait to write my next update, but as there is something of significance happening almost every day, it is becoming the “update that is never going to happen”.

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Views and Analysis

Swiss Equities Small and Mid Cap Strategy - August 2022 - Outlook

The hope of a central bank pivot has been crushed by the most recent FED signalling that the interest rate hiking cycle will last for a prolonged period of time. This also put a future goldilocks scenario of receding inflation, resistant economic growth and peaking interest rates further away.

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Press Releases

Latest investment of our Lifestyle Impact & Innovation strategy; Varjo

We’re delighted to announce the latest investment of our Lifestyle Impact & Innovation strategy; Varjo. Varjo, based in Helsinki, is the industry leading provider of professional-grade VR/XR hardware and software.

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Views and Analysis

WAR, WHAT IS IT GOOD FOR? VIEW FROM THE FIXED INCOME DESK

Not much good comes out of war, and for market participants it is another 2022 headwind to deal with. War is inflationary. We have seen the effects of the Ukraine/Russia conflict since it began in late February.

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Views and Analysis

Swiss Equities Small and Mid Cap Strategy - July 2022 – Outlook

July felt like a breath of fresh air for financial investors, but the months ahead look tricky as ever. Earnings season is well underway and it is confirming our assessment that, in general, sales growth is keeping up with expectation, and even, at times, surprising on the upside.

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Views and Analysis

Who's afraid of Big Bad Inflation? View from the Fixed Income Desk.

From recent market moves it would seem that the market has downgraded inflation from Big Bad Wolf, to Little Red Riding Hood. It has been an amazing few days post the 75bps move by the Federal Reserve last week. One comment from Fed Chair Jerome Powell – and we will come onto that in a second – and financial conditions have eased, all markets have rallied in tandem and have begun to price in a slowdown in both growth and inflation followed by an interest rate cut in short order. In keeping with the fairy tale theme, this would be the Goldilocks scenario…We have the Fed pivot, I hear you cry!

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Press Releases

MIRABAUD ASSET MANAGEMENT FURTHER STRENGTHENS UK WHOLESALE CAPABILITY

London, 13 July 2022 – Mirabaud Asset Management has hired Elliot Fowles to join their UK Wholesale team, further strengthening their presence and commitment to the UK market.

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Fixed Income

The Tectonic Tussle. View from the Fixed Income Desk.

The tectonic tussle for supremacy in investors’ psyche continues apace. It seems almost every week we race from the doom and gloom of recessionary fears, to the doom and gloom of inflation. Treasury bond volatility has increased as we race from one extreme to another.

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Views and Analysis

GROWTH NOW REASONABLY PRICED: OUR VIEWS ON POSITIONING FOR SWISS SMALL AND MID-CAP EQUITIES

Mirabaud Portfolio Manager – Swiss Equities, Thomas Jäger, discusses the current positioning of our Swiss small and mid-cap equity portfolios given this year’s sharp correction which has left valuations looking far more attractive particularly for growth companies. We will continue to provide regular views and insights from our portfolio managers over the coming weeks.

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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

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Our regular perspective on fixed income

Our active, high conviction fixed income investment team shares their regular perspectives covering Developed and Emerging Market bonds

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Financial publications

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Monthly performances of Mirabaud funds

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MY SWITZERLAND

The US Federal Reserve is not intending to cut interest rates next year: Jerome Powell and many members of the FOMC confirmed their resolve to rapidly bring inflation back to around 2% during their speeches at the central bankers’ symposium in Jackson Hole.

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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.

Lionel Aeschlimann
Managing partner

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 2021, Assets under management were CHF 9.7 billion: CHF 7.6 billion in traditional assets and CHF 2.1 billion in alternative investments.

Managing Partner

Lionel Aeschlimann

"Surrounding yourself with talented people and preserving your freedom to act are the key success factors in effective active asset management."

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