Convictions
As a structured and disciplined active manager with a high level of integrity, we express our strongest convictions in the portfolios we manage, particularly so in their concentrated versions.
Flexibility
Mirabaud Asset Management is benchmark aware but not benchmark constrained; we are also proud to offer this flexibility to investors in the way they can get exposure to our skill set through funds & bespoke mandates.
Integrated Risk Management
Helping our portfolio managers to make informed decisions to generate performance while protecting investors on the downside, Mirabaud Asset Management is geared towards asymmetry.
Conviction-Based Active Management
News
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!
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.