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Our articles - Views and Analysis

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

Author
Nicolas CRÉMIEUX

Convertible Bonds

Convertibles approach optimal convexity

  • Convertible Bonds
  • Views and Analysis
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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
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Author
John KISENYI, CFA

Equities

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

  • Equities
  • Equities
  • Views and Analysis
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Author
Andrew LAKE

Fixed Income

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

  • Views and Analysis
  • Fixed Income
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Author
Thomas JÄGER

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

  • Views and Analysis
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Author
Andrew LAKE

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

  • Views and Analysis
  • Fixed Income
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Author
Andrew LAKE

Fixed Income

The tectonic tussle: View from the fixed income desk

  • Fixed Income
  • Views and Analysis
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Author
Thomas JÄGER

Equities

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

  • Equities
  • Equities
  • Views and Analysis
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Author
Charles WALSH

Equities

The opportunities in Asia

  • Equities
  • Equities
  • Views and Analysis
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Author
Andrew LAKE

Fixed Income

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

  • Views and Analysis
  • Fixed Income
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Equities

Mirabaud equity theme – Platform companies

  • Equities
  • Equities
  • Views and Analysis
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Author
Andrew LAKE

In a range, which way do we go?

  • Views and Analysis
  • Fixed Income
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Author
Hywel FRANKLIN

Why European small and-mid cap matters

  • Views and Analysis
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Equities

Global emerging markets themes

  • Equities
  • Equities
  • Views and Analysis
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Equities

Mirabaud equity theme – Millennial consumers

  • Equities
  • Equities
  • Views and Analysis
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Author
Paul MIDDLETON

Equities

Meet the manager: Paul Middleton, Global equity portfolio manager

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

Fixed Income

All eyes on recession risks

  • Views and Analysis
  • Fixed Income
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Author
Andrew LAKE

Fixed Income

Coordinated demand destruction

  • Views and Analysis
  • Fixed Income
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Equities

Meet the Manager: Anu Narula, Head Of Global Equities

  • Equities
  • Equities
  • Views and Analysis
  • Videos
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How engagement is the way toward successful climate investing

  • Sustainablility
  • Views and Analysis
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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
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Author
Hywel FRANKLIN

Equities

Meet the Manager: Hywel Franklin, Head of European Equities

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

Equities

Meet the Manager: Trevor Fitzgerald, European Equities Fund Manager

  • Equities
  • Equities
  • Views and Analysis
  • Videos
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Mirabaud Asset Management is proud to join the Net Zero Asset Managers Initiative

  • Sustainablility
  • Views and Analysis
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Author
Valentin BISSAT

2021 in charts

  • Views and Analysis
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Author
Long ZHOU

Mirabaud Lifestyle Impact and Innovation

MLII: What does luxury look like post-Covid?

  • Views and Analysis
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Author
John KISENYI, CFA

Engaging with the ESG opportunity: physical climate risk

  • Views and Analysis
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Author
John KISENYI, CFA

Engaging with the ESG opportunity: Palm Oil

  • Views and Analysis
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Author
John KISENYI, CFA

Engaging with the ESG opportunity: water stress

  • Views and Analysis
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Author
John KISENYI, CFA

Engaging with the ESG opportunity: Renewable Energy

  • Views and Analysis
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