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Global Equities
Are you or your clients seeking to maximise growth potential in global equities during a low growth, higher inflationary environment?
Our Approach
Multiple themes provide the framework for diversification and underpin important tailwinds for companies.
Our Approach
Consistent application of high conviction thinking with a focus on best ideas to generate alpha.
Our Approach
Team proximity and a high conviction approach accelerate decision making and facilitate a rapid response when the market environment changes.
Our Approach
Well-defined approach to exclusions, ESG integration and active engagement.
Global Equities
Global Equities
Anu Narula, Head of Global Equities, highlights why themes are important in driving alpha.
Learn more about our equity themesGlobal Equities
Renewables are a key piece of the puzzle in the transition to carbon neutrality.
Learn more about our approachGlobal Equities
Paul Middleton talks about how important sustainability is to him.
Watch the videoGlobal Equities
Mirabaud Sustainable Global Focus Strategy details, reporting and monthly commentary.
Global Equities
The Portfolio Managers have been running sustainable Global Equity portfolios since 2013, screening out the vice sectors which are at risk of regulatory change, and low ESG scoring companies. We look for Leaders in the ESG space within their industries. To help do this, we leverage Sustainalytics, a leading independent information source on ESG criteria. Mirabaud Asset Management also has a dedicated team of Socially Responsible Investing specialists that work jointly with the investment team to strengthen ESG engagement and capture the non-financial risks of the companies selected for the strategy.
We’ve been employing thematic investing in this strategy since its inception. We have identified eight global themes, and multiple sub-themes underneath them, which share common attributes – innovation and structural growth drivers as a result long-term sustainable demand from consumers or industries. When we consider a company, it’s always in the context of how it fits within one of our themes, which provide companies with additional growth drivers.
Our core belief is that themes provides companies with important secular tailwinds, which helps them better navigate changing market conditions
Global Equities
Global Equities
Equity Themes
We have reclassified our “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the transition to carbon neutrality, but alongside this there are other key areas of the transition, which will represent a significant tailwind for those companies exposed to them. As ever, we continue to look for global leaders in these areas.
Discover more about this themeEquity Themes
In the US, the number of people aged 26-41 has exceeded 72 million, surpassing ‘baby boomers’ as the largest cohort of the population. Millennials will account for 75% of the global workforce by 2025 and their combined income will hit $8.3 trillion by 2025
Discover more about this themeEquity Themes
As more digital services are developed and offered, and as the platform’s users become more tied in, this creates a virtuous circle, creating significant opportunities for platform companies to grow.
Discover more about this themeEquity Themes
Automation also has an important role to play in bringing customers previously reliant on e-commerce back into stores. Customers who had a positive experience with in-store automation said they would be willing to shift.
Equity Themes
The Health and Wellbeing market has had to change during the global pandemic as consumers under lockdowns or partial lockdowns have had to adapt with limited or no access to gyms, fitness studios and other high-touch wellness-related activities.
Equity Themes
What will emerge from this pandemic are more resilient, inclusive and sustainable cities, which could focus on large scale investment in public housing, to help alleviate some of the inequalities seen across urban centres today.
Equity Themes
Covid Impact: The Covid-19 pandemic has created significant challenges for the world’s ageing population.
Equity Themes
The service economy was one of our themes that was hit hardest during Covid, and we now expect this theme to bounce back hard in 2021.
Equity Themes
The Explosion of Data remains an important theme for us and growth continues to be driven by the move towards a digital economy and changing preferences in the way individuals access information.
AM INSIGHTS
European Equities
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