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Our articles - Views and Analysis

Discover what our investment experts are thinking, doing and saying.

Author
John KISENYI, CFA

Engaging with the ESG opportunity: Palm Oil

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Author
John KISENYI, CFA

Engaging with the ESG opportunity: water stress

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Author
John KISENYI, CFA

Engaging with the ESG opportunity: Renewable Energy

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Beyond net zero: meeting the challenge of COP 26 by understanding adaptation, attribution...

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Do markets face an autumn surprise?

  • Views and Analysis
  • Fixed Income
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What’s the investment case for Germany?

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Author
Paul MIDDLETON

Does ESG drive sustainable dividends?

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Seeking the signal and ignoring the noise: the importance of a defined thematic strategy

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Big brother takes a tumble? China’s turbulent year continues

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As the IPCC publishes gloomy report, this is the route to net zero

  • Views and Analysis
  • Fixed Income
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EasyJet: a Global Climate Bond framework case study

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  • Fixed Income
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The rising risk of inflation: Is it real?

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finding a balance between opportunity, liquidity and volatility

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The Global Climate Bond Framework - Case Study

  • Views and Analysis
  • Fixed Income
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What’s happening with US Treasuries?

  • Views and Analysis
  • Fixed Income
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Halfway Point 2021, it is a good time to take stock

  • Views and Analysis
  • Fixed Income
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Mirabaud Convertible Bonds Europe Fund has a fully integrated ESG approach

  • Views and Analysis
  • Fixed Income
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Dealing with decarbonisation

  • Views and Analysis
  • Fixed Income
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Investors are increasingly looking to support global climate action

  • Views and Analysis
  • Fixed Income
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The importance of developing a strong engagement framework for transitional bond issuers...

  • Views and Analysis
  • Fixed Income
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The Great Energy Transition: Moving to a carbon-neutral future

  • Views and Analysis
  • Fixed Income
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Liquidity, quality and recovery

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Themes, ESG, income and dividend growth: The key to dividend sustainability

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Is now the time to increase delta?

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Inflation Matters

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Sell in May

  • Views and Analysis
  • Fixed Income
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From greenwashing to "green-making", or how words become actions

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An asset class that strives to offer an excellent risk / return ratio

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Themes, recovery names and changes in the Mirabaud - Sustainable Global Focus Fund

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Summertime and the living is easy

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