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Author
Jeremy HEWLETT

Equities

The equivalence of buybacks

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed income

When bad news is good news

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

Downside protection is greater, but selectivity will be everything

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed income

4 Fixed Income Lessons

  • Fixed Income
  • Views and Analysis
Author
Charles WALSH

Headwinds become tailwinds

Author
Nicolas CRÉMIEUX

Convertible bonds

Prepare for landing

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed income

Will fundamentals replace data as the market driving force?

  • Fixed Income
  • Views and Analysis
Author
Anu NARULA

Equities

Fallen leaders positioned to rise

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed income

Stagflation: View from the fixed income desk

  • Fixed Income
  • Views and Analysis
Author
David KNEALE

Equities

UK equities: Fear has peaked

  • Equities
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

“Paid to wait”: The new paradigm in convertible bonds

  • Convertible Bonds
  • Views and Analysis
Author
Fatima LUIS

Fixed income

Rethinking the role of investment grade corporates

  • Fixed Income
  • Views and Analysis
Author
Daniel MORENO

Fixed income

EM debt: Why it’s time to de-diversify

  • Fixed Income
  • Views and Analysis
Author
Al CATTERMOLE

Fixed income

If the UK were a high yield bond, how would it rank?

  • Fixed Income
  • Views and Analysis
Author
Andrew LAKE

Fixed income

Positioning for the turning point

  • Fixed Income
  • Views and Analysis
Author
David KNEALE

Equities

COP27: Climate change implications for equity investors

  • Equities
  • Views and Analysis
Author
Charles WALSH

Equities

Brazil beyond politics: 3 equity market drivers

  • Equities
  • Views and Analysis
Author
Hywel FRANKLIN

Equities

European innovators shape their own destiny

  • Equities
  • Views and Analysis
Author
Daniel MORENO

Fixed income

Extraordinary times in EM debt

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

Convertibles approach optimal convexity

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed income

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

  • Fixed Income
  • Views and Analysis
Author
John KISENYI, CFA

Equities

Too big to fail? Don’t overlook anti-trust

  • Equities
  • Views and Analysis
Author
Thomas JÄGER

Mirabaud Equities Swiss Small and Mid Strategy

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

  • Equities
Author
Andrew LAKE

Fixed income

War, what is it good for? View from the fixed income desk

  • Views and Analysis
  • Fixed Income
Author
Thomas JÄGER

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

  • Views and Analysis
Author
Andrew LAKE

Who's afraid of Big Bad Inflation? View from the fixed income desk

  • Views and Analysis
  • Fixed Income
Author
Andrew LAKE

Fixed income

The tectonic tussle: View from the fixed income desk

  • Fixed Income
  • Views and Analysis
Author
Thomas JÄGER

Equities

Growth now reasonably priced: Our views on positioning for Swiss Small and Mid-cap...

  • Equities
  • Views and Analysis
Author
Charles WALSH

Equities

The opportunities in Asia

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed income

A hurricane or a storm in a teacup? View from the fixed income desk

  • Views and Analysis
  • Fixed Income
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