Latest news
Views and Analysis
Themes, ESG, income and dividend growth: The key to dividend sustainability
We believe that Income investors need to focus as much on Dividend Growth as they do on Dividend yields, as the combination of the two determine what total income will be paid out over time. Durability of dividend growth is supported by our multi thematic approach.
Press Releases
MIRABAUD ASSET MANAGEMENT COMPLETES ACQUISITION OF US OFFICE CAMPUS IN NEW JERSEY
Geneva, 23 June 2021 – Mirabaud Asset Management working alongside Miami-based EXAN Group, has structured the acquisition of an office campus occupied by an investment grade tenant in Warren, New Jersey. EXAN advised on the acquisition of the asset by a Luxembourg-based institutional commercial real estate partnership structured by Mirabaud Asset Management on behalf of its international clientele. The two-building office campus was acquired for $150.25 million from Philadelphia based Rubenstein Partners and New Jersey based Vision Real Estate Partners.
Publications
Views and Analysis
Is now the time to increase delta?
Nicolas Cremieux outlines recent positioning activity for the Mirabaud – Sustainable Convertibles Global Fund.
Views and Analysis
Inflation Matters
David Kneale looks at the possible impact of inflation on UK PLC. UK consumer price inflation has recently risen to 1.5% from around 0.5%[1].
Views and Analysis
Sell in May
It has been a while since my last missive. I must admit, I left it for a few weeks, hoping that there would be some eventful news to comment on. The logical move would have been for investors to take profits after a very strong Q1, feeling full of self-congratulation that the market was over-extended, in bubble territory and due a nice pullback.
Views and Analysis
An asset class that strives to offer an excellent risk / return ratio
Convertible bonds are an asset class in their own right, too often overlooked, which offers performance close to equities over a long term with much lower levels of volatility.
Views and Analysis
Themes, recovery names and changes in the Mirabaud - Sustainable Global Focus Fund
Since the vaccine announcement in November last year, there has been a significant rotation out of growth into value. Despite good earnings momentum in companies across growth sectors, market leadership continues to be dominated by the more ‘hard’ cyclical names.
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
We believe that income investors need to focus as much on dividend growth as they do on dividend yields because the… https://t.co/jw13LIh0ua
Working with EXAN Group, Mirabaud Asset Management expanded its real estate portfolio in the US by completing the a… https://t.co/amssof7V29
The convertible eight - deconstructing convertibles. In this last of eight videos, @NicolasCremieux, Co-Head of Glo… https://t.co/HLeaopvovf
The convertible eight - deconstructing convertibles. In this seventh video, @NicolasCremieux, Co-Head of Global Con… https://t.co/lqXVrmohQG
Is now the time to increase delta? @NicolasCremieux outlines the recent positioning changes to the Sustainable Con… https://t.co/GW1IB0vVNK
Anu Narula, Head of Global Equities, talks about how his team applies an Attackers, Midfielders and Defenders appro… https://t.co/x7zEjbTn8p
The convertible eight - deconstructing convertibles. In this sixth of eight videos, @NicolasCremieux, Co-Head of Gl… https://t.co/5CKWBDeBJV
The convertible eight - deconstructing convertibles. In the fifth video, @NicolasCremieux, Co-Head of Global Conver… https://t.co/l0MkbjZ5Bc
1 days to go until Expert Investor's Bilbao webinar.
Andrew Lake, head of fixed income at @Mirabaud_AM will join th… https://t.co/lk8HnMlQih
The convertible eight - deconstructing convertibles. In this fourth video, @NicolasCremieux, Co-Head of Global Conv… https://t.co/IvElQbJasj
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 March 2021, Assets under management were CHF 8.5 billion: CHF 6.8 billion in traditional assets and CHF 1.7 billion in alternative investments.
