Latest news
Views and Analysis
“Paid to wait”: the new paradigm in convertible bonds
A market lag in repricing discount bonds presents an opportunity.
Fixed Income
Rethinking the role of investment grade corporates
The fixed income 40% – is now the time for investment grade corporates to take over from sovereign bonds? Senior Portfolio Manager Fatima Luis makes the case for an allocation switch-up.
Fixed Income
If the UK were a high yield bond, how would it rank?
“When we analyse high yield credits, one of the first questions we ask ourselves is: are management interests aligned with bondholders, or shareholders?” Al Cattermole outlines how to find investment potential in an uncertain environment.
Fixed Income
Positioning for the turning point
Where to position in a directionless market? Head of Fixed Income, Andrew Lake shares where he sees opportunities across the USD30 trillion bond universe.
Views and Analysis
COP27: Climate change implications for equity investors
We ask David Kneale, Head of UK Equities at Mirabaud Asset Management, what the event means for investors, how companies are responding to climate change pressures and how much real progress has been made in the race to zero.
Views and Analysis
Brazil beyond politics: 3 equity market drivers
Brazil has outperformed other emerging markets year to date. This positive momentum looks set to continue thanks to the peak in rates, attractive valuations and a recovery in earnings.
Views and Analysis
European innovators shape their own destiny
In falling markets, companies that can control prices, protect their margins and are led by dynamic management teams have the greatest chance of meeting their growth potential.
Views and Analysis
Extraordinary times in EM debt
With seven major macro challenges rocking the asset class, emerging market (EM) debt has suffered heavy outflows this year. What might happen next depends on your policy view; for investment opportunities, look to the individual, not the aggregate.
Views and Analysis
Convertibles approach optimal convexity
Equity sensitivity hit the sweet spot in September, enhancing convertibles’ asymmetric risk/reward profile despite market turbulence.
MIRABAUD SUSTAINABLE GLOBAL HIGH DIVIDEND STRATEGY
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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
MY SWITZERLAND
The idea that central banks are starting to move away from aggressive rate hikes is at the very heart of market expectations, although a pivot towards expansionary policies is some way off.
“Paid to wait”: the new paradigm in convertible bonds. Sector expert Nicolas Crémieux outlines the opportunity crea… https://t.co/NlAJJPCqyg
Following an indiscriminate sell-off, laser-focused, high-quality allocations are the name of the game for EM debt.… https://t.co/dKcqi3LziG
“When we analyse high yield credits, one of the first questions we ask ourselves is: are management interests align… https://t.co/qi19uhxqbm
Where to position in a directionless market? Head of Fixed Income Andrew Lake shares where he sees opportunities ac… https://t.co/ISVHbA8y9m
Those attending the @PortfAdviser South West Congress this week get to hear the latest investment insights.
Learn… https://t.co/p3uWPJulVj
Which COP27 topics matter for equity investors?
We ask David Kneale, Head of UK Equities, what the event means for… https://t.co/TAU9pVRYvt
BRAZIL: 3 factors driving equity market momentum.
#emergingmarkets#brazil#mirabaudam
For professional investors… https://t.co/7L1U2lgGMR
Hywel Franklin, Head of European Equities explains how he’s harnessing return potential in the small-cap market.… https://t.co/4cHIhJY1dC
The MondoInstitutional - MondoInvestor Pan European Forum Fund Selector is underway in Milan. Global… https://t.co/TUOPkJC40m
Congratulations to MycoWorks’ on their new collaboration with General Motors! A great development and step forward… https://t.co/rPzhVMCrS7
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 2021, Assets under management were CHF 9.7 billion: CHF 7.6 billion in traditional assets and CHF 2.1 billion in alternative investments.
