Skip to main content

Mirabaud Sustainable Global Strategic Bond Strategy

STRATEGY OVERVIEW

Mirabaud Sustainable Global Strategic Bond Strategy

A global, ‘go anywhere’ fixed income portfolio that dynamically responds to changing market conditions.

 

Mirabaud Sustainable Global Strategic Bond seeks out the best investment opportunities across the business cycle within the global fixed income universe, unconstrained by benchmark weightings.

It aims to achieve an attractive total return in all environments through a high level of current income and long-term capital appreciation.

The strategy follows a benchmark agnostic ‘unconstrained’ approach, aiming to capture opportunities across multiple economic cycles through a blend of fixed income sub-sectors. It can invest in:

 

  • Sovereign and Treasury bonds
  • Investment grade corporate bonds
  • High yield bonds
  • Emerging market debt
  • Convertible bonds

 

Portfolio limits on high yield and emerging market debt provide diversification, while careful blending provides resiliency in down markets. Credit exposures and managed duration across the business cycle are the primary drivers of performance.

Portfolio Characteristics

CORE STRATEGY‘All weather’ approach aims to capture market upside while limiting downside.
UNCONSTRAINEDFlexible ‘go anywhere’ approach that can respond quickly to changing markets in search of the best opportunities.
TOP DOWN/BOTTOM-UPTop-down sets regional allocation parameters while bottom-up credit selection allows us to optimise the total return.
SFDR ARTICLE 8Advanced ESG and climate analysis integration means we can filter a wide universe on a best-in-class approach.
RISK CONTROLS2.5% corporate issuer internal limit. 40% high yield limit. 20% EM debt limit. 
SPECIALIST TEAM3 PMs, 6 risk managers, 3 SRI analysts, 3 dealers.
CULTURE OF DEBATETeam sits together, facilitating idea sharing and the timely discussion of market news.

 

Strategy Highlights

EXPERTISE

Credit expertise and a forward-looking view to identify strong opportunities and avoid defaults.

SRI analysis and ongoing engagement steer us towards quality issuers.

DYNAMIC APPROACH

Top-down informs our dynamic allocation across the different geographies, sectors and components of the global fixed income universe.

We respond quickly to change – timing is critical.

TOTAL RETURN

Broad universe with high conviction views required to generate total returns through the cycles.

Mitigating down-market risk through active hedging.

Strategy Resources

Fund Information

Find out more

Monthly Reporting

Read

Monthly Commentary

Read

Portfolio Managers

Fixed Income

Meet the Manager - Andrew Lake

From trading football cards as a child in Kuwait, to head of Fixed Income at Mirabaud Asset Management, Andrew Lake discusses his career in investment, sustainability and what he loves about the job. 

Watch

Fixed Income

Meet the Manager - Fatima Luis

Fatima Luis, Senior Portfolio Manager, kicked off her investment career at the birth of the euro. She takes us through how the launch of the currency provided a catalyst for credit opportunities and began her journey to becoming a fixed income expert.

Watch

Fixed Income

Meet the Manager - Al Cattermole

“Can I buy below market risk for above market return?” That’s the basis of fixed income specialist Al Cattermole’s investment philosophy, which has been influenced by a credit hedge fund stint alongside his passion for scuba diving.

Watch

Fixed Income Insights

Author
Andrew LAKE
Author
Andrew LAKE
Author
Al CATTERMOLE
Author
Andrew LAKE
Author
Fatima LUIS
Author
Andrew LAKE

Fixed Income

The magical 2%

Contact Us

Asset management

Jérôme PAGANINI

Head of Sales Switzerland & Wholesale Central Europe (FraBeNeLux – DACH)

Asset management

Alexis DINSFRIEND

Sales Executive

Asset management

Louis William WAGNER LEY

Wholesale Manager

Asset management

Hugo BARBIER

Sales Executive

Asset management

Benjamin CARTER

Head of UK Wholesale

Asset management

Elliot FOWLES

UK Wholesale Sales

Asset management

Deji IJAIYA-HARVEY

UK Wholesale Sales

Asset management

David BASOLA

Head of Southern Europe

Asset management

Ilaria MALACCO

Senior Sales Executive, Italy

Asset management

Isabelle RICHARD

Head of Sales France

Asset management

Jérôme SPOHN VILLEROY

Wholesale Director

Asset management

Elena VILLALBA

Director Iberia & Latam

Asset management

Pablo SAN JOSÉ PEÑA

Sales Iberia & Latam

Choose your language