Our articles - Views and Analysis

Equities

European Discovery Stories: KSB

Convertible Bonds

Making convertibles great again

Fixed Income

High yield highlights in a clouded market

Mirabaud Regenerative Growth I

Agritech in 2025: positioned for growth

2025 Outlook Insights

Fixed Income

Is Trump bad for bonds?

Equities

Why small is beautiful

Fixed Income

Emerging divergence

Equities

Re-Emerging Markets

Equities

Investing in TJX: discounted value for the millennial consumer

Economics line up for extended SMID catch-up

Mirabaud Regenerative Growth I

AgroSpheres: breaking the mould on pesticide use

Convertible Bonds

The time for a convertible bond re-rating has come

Fixed Income

Jumbo cuts call for neutral duration

Mirabaud Regenerative Growth I

Private equity fosters agritech innovation

Fixed Income

Are bonds back for H2?

Mirabaud Regenerative Growth I

Harnessing the power of micropeptides to deliver agri-food system change

Fixed Income

Which matters more, top-down or bottom-up?

Mirabaud Regenerative Growth I

AGRITECH: Specialist investors reset valuations

Fixed Income

AT1s: Finding the risk/reward sweet spot

Fixed Income

Biden vs Trump: Which sectors could benefit?

Mirabaud Regenerative Growth I

AGRITECH: Increasing market players = collaboration, not competition

Fixed Income

High Yield: Differentiation returns to drive the next leg of performance

Convertible Bonds

M&A wave could enhance convertible bond returns in 2024

Mirabaud Sustainable Cities

French mortgage rates fall rapidly in Q1

Mirabaud Regenerative Growth I

AGRITECH: Applying an insider's mindset to deliver mass-market change

Fixed Income

High Yield: No impending "maturity wall"

Mirabaud Sustainable Cities

New French government pact strengthens supply/demand dynamics in intermediary housing

Fixed Income

“No landing” upsides & implications

Mirabaud Equities Swiss Small and Mid Strategy

Swiss stock picks