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Our articles - Views and Analysis

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

Author
Andrew LAKE

Fixed Income

Fallen angels: flight path to outperformance?

  • Fixed Income
  • Views and Analysis
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Author
Olivier SEUX

Mirabaud Sustainable Cities

France’s unique real estate dynamics

  • Private Assets
  • Views and Analysis
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Author
Andrew LAKE

Fixed Income

New issue coupons drive high yield returns

  • Fixed Income
  • Views and Analysis
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Issuers bargain hunt their own discounted convertibles

  • Convertible Bonds
  • Views and Analysis
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Author
Olivier SEUX

Mirabaud Sustainable Cities

Harnessing the return power of sustainable cities

  • Private Assets
  • Views and Analysis
  • Videos
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Author
Fatima LUIS

Fixed Income

Deciphering mixed messages

  • Fixed Income
  • Views and Analysis
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Author
Al CATTERMOLE

Fixed Income

Breaking away from the home bias

  • Fixed Income
  • Views and Analysis
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Author
Nicolas CRÉMIEUX

Convertible Bonds

The convertible market is a fantastic hunting ground for ESG investigators

  • Convertible Bonds
  • Views and Analysis
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Author
Olivier SEUX

Mirabaud Sustainable Cities

French sustainability niche provides low correlation with margin protection

  • Private Assets
  • Views and Analysis
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Author
Andrew LAKE

Fixed Income

Paying back the piper

  • Fixed Income
  • Views and Analysis
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Author
Daniele SCILINGO

Equities

Unlocking Switzerland's unique small & mid-cap opportunity

  • Equities
  • Equities
  • Views and Analysis
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Higher coupons make the future brighter for convertible bonds

  • Convertible Bonds
  • Views and Analysis
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Author
Olivier SEUX

Mirabaud Sustainable Cities

Investing in sustainable cities

  • Private Assets
  • Views and Analysis
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Convertible bonds: niche asset class with a similar liquidity profile to investment grade

  • Convertible Bonds
  • Views and Analysis
London - UK
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Author
Puneet SINGH

Fixed Income

Responding to equity-like volatility in frontier bonds

  • Fixed Income
  • Views and Analysis
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Author
Andrew LAKE

Fixed Income

Optimising high yield returns in a data-dependent market

  • Fixed Income
  • Views and Analysis
  • Videos
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Author
Andrew LAKE

Fixed Income

Supply chains: an overlooked uncertainty?

  • Fixed Income
  • Views and Analysis
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Takeover activity is a structural tailwind for convertible bonds

  • Convertible Bonds
  • Views and Analysis
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Author
Andrew LAKE

Fixed Income

When bad news is good news

  • Fixed Income
  • Views and Analysis
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Downside protection is greater, but selectivity will be everything

  • Convertible Bonds
  • Views and Analysis
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Author
Andrew LAKE

Fixed Income

4 Fixed Income Lessons

  • Fixed Income
  • Views and Analysis
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Equities

Headwinds become tailwinds

  • Equities
  • Equities
  • Views and Analysis
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Prepare for landing

  • Convertible Bonds
  • Views and Analysis
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Author
Andrew LAKE

Fixed Income

Will fundamentals replace data as the market driving force?

  • Fixed Income
  • Views and Analysis
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Equities

Fallen leaders positioned to rise

  • Equities
  • Equities
  • Views and Analysis
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Author
Andrew LAKE

Fixed Income

Stagflation: View from the fixed income desk

  • Fixed Income
  • Views and Analysis
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Author
Nicolas CRÉMIEUX

Convertible Bonds

“Paid to wait”: The new paradigm in convertible bonds

  • Convertible Bonds
  • Views and Analysis
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Author
Fatima LUIS

Fixed Income

Rethinking the role of investment grade corporates

  • Fixed Income
  • Views and Analysis
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Author
Daniel MORENO

Fixed Income

EM debt: Why it’s time to de-diversify

  • Fixed Income
  • Views and Analysis
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Author
Al CATTERMOLE

Fixed Income

If the UK were a high yield bond, how would it rank?

  • Fixed Income
  • Views and Analysis
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