Importance of
themes

Anu Narula, Head of Global Equities, highlights why themes are important in driving alpha 

Read more about our Equities Themes

A look into decarbonisation

Renewables are a key piece of the puzzle in the transition to carbon neutrality. 

Learn more about our approach

What sustainability means to us

Paul Middleton talks about how important sustainability is to him

Watch our Meet the Manager Video

Mirabaud – Sustainable Global Focus Fund

VIEW THE STRATEGY DETAILS AND REPORTING

Our approach

ESG INTEGRATED APPROACH

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.

MULTI-THEMATIC FOCUS

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

Anu Narula
Global Head of Equities, Mirabaud Asset Management

The Team Behind the strategy

  • At Mirabaud Asset Management, Anu and Paul have been managing global equity portfolios along thematic lines for over six years.
  • They have been investing thematically for over seventeen years.
  • Anu Narula, Head of Global Equities, is A-rated by Citywire.
  • Anu Narula has a uniquely long term track record in managing global equities, outperforming the average manager since 2011 (source: Citywire)

Our Equity Themes

Decarbonisation

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 THEME HERE

Millennial Consumers

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 THEME HERE

Automation

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.

Platform Companies

Platform companies are the fast-growing group of “born digital” enterprises that are reshaping the global economy and transforming how we work and live, from where we stay on holiday to running business operations systems in the cloud.

Health & Wellbeing

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.

Real Estate & Infrastructure

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.

Ageing Population

Covid Impact: The Covid-19 pandemic has created significant challenges for the world’s ageing population.

The Service Economy

The service economy was one of our themes that was hit hardest during Covid, and we now expect this theme to bounce back.

The Explosion of Data

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.

Contact

Switzerland

Jérôme Paganini

Head of Sales, Switzerland


MIRABAUD ASSET MANAGEMENT (SUISSE) SA
29, boulevard Georges-Favon
1204 Geneva
T +41 58 200 60 81

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Switzerland

Alexis Dinsfriend

Sales Executive


MIRABAUD ASSET MANAGEMENT (SUISSE) SA
29, boulevard Georges-Favon
1204 Geneva
T +41 58 200 6047

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Switzerland

Stefan Stucki

Head of Institutional Sales ZH Office


MIRABAUD ASSET MANAGEMENT (SUISSE) SA
Claridenstrasse 26
8002 Zurich
T +41 (0) 58 200 61 54

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Switzerland

Louis William Wagner Ley

Wholesale Manager


MIRABAUD ASSET MANAGEMENT (SUISSE) SA
Claridenstrasse 26
8002 Zurich
T +41 58 200 61 59

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United Kingdom

Benjamin Carter

Head of UK Wholesale


MIRABAUD ASSET MANAGEMENT LIMITED
5th Floor
10 Bressenden Place
SW1E 5DH London
T +44 20 3897 4411/M +44 7506715897

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United Kingdom

Elliot Fowles

UK Wholesale Sales


MIRABAUD ASSET MANAGEMENT LIMITED
5th Floor
10 Bressenden Place
SW1E 5DH London
T +44 (0)7799 410071

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United Kingdom

Deji Ijaiya-Harvey

UK Wholesale Sales


MIRABAUD ASSET MANAGEMENT LIMITED
5th Floor
10 Bressenden Place
SW1E 5DH London
T +44 20 3167 7028

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Italy

David Basola

Head of Consultants, GFI & Southern Europe


Mirabaud Asset Management (Europe) - Succursale Italiana
Via Giuseppe Mengoni 4
20121 Milano
T +44 20 3167 7014

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Italy

Mattia Pastrolin

Senior Sales Executive, Italy


Mirabaud Asset Management (Europe) - Succursale Italiana
Via Giuseppe Mengoni 4
20121 Milano
T +44 20 3167 7015

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United Kingdom

Ilaria Malacco

Sales Executive, Italy


MIRABAUD ASSET MANAGEMENT LIMITED
5th Floor
10 Bressenden Place
SW1E 5DH London
T +44 20 3167 7021

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France

Isabelle Richard

Head of Sales France


MIRABAUD ASSET MANAGEMENT (FRANCE) SAS
13, avenue Hoche
75008 Paris
T +33 (1) 7935 6802

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France

Jérôme Spohn Villeroy

Wholesale Director


MIRABAUD ASSET MANAGEMENT (FRANCE) SAS
13, avenue Hoche
75008 Paris
T +33 (1) 7935 6803

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Spain

Elena Villalba

Director Iberia & Latam


Mirabaud Asset Management (Europe), S.A., Sucursal en España
Calle Fortuny, 2ª Planta 6
28010 Madrid
T +34 91 793 7810

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News

Views and Analysis

UK Equities: Fear has peaked

David Kneale takes stock of the UK equity market, shining a spotlight on the valuation disconnect as inflation drivers turn negative, interest rate expectations decline and attention shifts to earnings forecasts.

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Views and Analysis

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

A market lag in repricing discount bonds presents an opportunity.

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Publications

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.

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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.

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Fixed Income

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

EM debt investors have a new mantra: Avoid diversification. Following an indiscriminate sell-off, laser-focused, high-quality allocations are the name of the game for EM debt. Sector expert Daniel Moreno shares where he’s seeing investment potential.

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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.

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