Our articles - Views and Analysis

Equities

Re-Emerging Markets

Equities

Investing in TJX: Discounted value for the Millennial consumer

Economics line up for extended SMID catch-up

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

Regenerative Growth I

Private equity fosters agritech innovation

Fixed Income

Are bonds back for H2?

Regenerative Growth I

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

Fixed Income

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

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?

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

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

Convertible Bonds

Broadening equity rally should spur a surge in convertibles

Equities

Opportunities beyond AI

Fixed Income

Harnessing the power of fixed income for a more sustainable future

Fixed Income

The magical 2%

Equities

Sidestepping Swiss franc headwinds

Convertible Bonds

Upside participation to rising equities should jump from here

Mirabaud Sustainable Cities

Regulatory changes boost investment landscape for housing transformation projects

Fixed Income

Summer not spring cuts all-round