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
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”.
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.