Skip to main content

Explore

Our articles - Views and Analysis

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

Author
Andrew LAKE

Fixed income

Positioning for the turning point

  • Fixed Income
  • Views and Analysis
Discover now

Equities

Brazil beyond politics: 3 equity market drivers

  • Equities
  • Equities
  • Views and Analysis
Discover now
Author
Hywel FRANKLIN

Equities

European innovators shape their own destiny

  • Equities
  • Equities
  • Views and Analysis
Discover now

Fixed income

Extraordinary times in EM debt

  • Fixed Income
  • Views and Analysis
Discover now
Author
Nicolas CRÉMIEUX

Convertibles approach optimal convexity

  • Convertible Bonds
  • Views and Analysis
Discover now
Author
Andrew LAKE

Fixed income

Fixed income is looking cheap – but where to buy? View from the fixed income desk

  • Fixed Income
  • Views and Analysis
Discover now

Equities

Too big to fail? Don’t overlook anti-trust

  • Equities
  • Equities
  • Views and Analysis
Discover now
Author
Andrew LAKE

Fixed income

War, what is it good for? View from the fixed income desk

  • Views and Analysis
  • Fixed Income
Discover now
Author
Thomas JÄGER

Swiss Equities Small and Mid Cap Strategy – July 2022 – Outlook

  • Views and Analysis
Discover now
Author
Andrew LAKE

Who's afraid of Big Bad Inflation? View from the fixed income desk

  • Views and Analysis
  • Fixed Income
Discover now
Author
Andrew LAKE

Fixed income

The tectonic tussle: View from the fixed income desk

  • Fixed Income
  • Views and Analysis
Discover now
Author
Thomas JÄGER

Equities

Growth now reasonably priced: Our views on positioning for Swiss Small and Mid-cap...

  • Equities
  • Equities
  • Views and Analysis
Discover now

Equities

The opportunities in Asia

  • Equities
  • Equities
  • Views and Analysis
Discover now
Author
Andrew LAKE

Fixed income

A hurricane or a storm in a teacup? View from the fixed income desk

  • Views and Analysis
  • Fixed Income
Discover now
External link

Equities

Mirabaud equity theme – Platform companies

  • Equities
  • Equities
  • Views and Analysis
Discover now
Author
Andrew LAKE

In a range, which way do we go?

  • Views and Analysis
  • Fixed Income
Discover now
Author
Hywel FRANKLIN

Why European small and-mid cap matters

  • Views and Analysis
Discover now
External link

Equities

Global emerging markets themes

  • Equities
  • Equities
  • Views and Analysis
Discover now
External link

Equities

Mirabaud equity theme – Millennial consumers

  • Equities
  • Equities
  • Views and Analysis
Discover now
Author
Paul MIDDLETON

Equities

Meet the manager: Paul Middleton, Global equity portfolio manager

  • Equities
  • Equities
  • Views and Analysis
  • Videos
Discover now
Author
Andrew LAKE

Fixed income

All eyes on recession risks

  • Views and Analysis
  • Fixed Income
Discover now
Author
Andrew LAKE

Fixed income

Coordinated demand destruction

  • Views and Analysis
  • Fixed Income
Discover now

Equities

Meet the Manager: Anu Narula, Head Of Global Equities

  • Equities
  • Equities
  • Views and Analysis
  • Videos
Discover now

How engagement is the way toward successful climate investing

  • Sustainablility
  • Views and Analysis
Discover now
Author
Andrew LAKE

Fixed income

What’s up with inflation and are we entering a new fixed income mini cycle

  • Views and Analysis
  • Fixed Income
Discover now
Author
Hywel FRANKLIN

Equities

Meet the Manager: Hywel Franklin, Head of European Equities

  • Equities
  • Equities
  • Views and Analysis
  • Videos
Discover now
Author
Trevor FITZGERALD

Equities

Meet the Manager: Trevor Fitzgerald, European Equities Fund Manager

  • Equities
  • Equities
  • Views and Analysis
  • Videos
Discover now

Mirabaud Asset Management is proud to join the Net Zero Asset Managers Initiative

  • Sustainablility
  • Views and Analysis
Discover now
Author
Valentin BISSAT

2021 in charts

  • Views and Analysis
Discover now
Author
Long ZHOU

Mirabaud Lifestyle Impact and Innovation

MLII: What does luxury look like post-Covid?

  • Views and Analysis
Discover now