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

Author
Olivier SEUX

Mirabaud Sustainable Cities

Regulatory changes boost investment landscape for housing transformation projects

  • Private Assets
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Author
Andrew LAKE

Fixed Income

Summer not spring cuts all-round

  • Fixed Income
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Author
Daniel MORENO

Fixed Income

EM debt: Expect resilience & differentiation

  • Fixed Income
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Author
Nicolas CRÉMIEUX

Convertible Bonds

2023’s new-issuance surge marks a long-term trend

  • Convertible Bonds
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Asian convertible bond tour notes

  • Convertible Bonds
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Private Assets

How do we feed 10bn people by 2050?

  • Private Assets
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Opportunities are there to be taken in convertible bonds

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Author
Andrew LAKE

Fixed Income

It’s a balancing act from here

  • Fixed Income
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Author
Al CATTERMOLE

Fixed Income

Taming economic Cerberus through dynamic fixed income

  • Fixed Income
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Author
Nicolas CRÉMIEUX

Convertible Bonds

The asymmetric return profile of convertibles is getting stronger

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Author
Al CATTERMOLE

Fixed Income

UK bond buyers beware

  • Fixed Income
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Equities

China's new phase of growth & the role of active investment

  • Equities
  • Equities
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Equities

Emerging Market Equities Outlook

  • Equities
  • Equities
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Author
Andrew LAKE

Fixed Income

Q&A: UK macro & implications for fixed income positioning

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Author
Daniele SCILINGO

Equities

The art of compounding

  • Equities
  • Equities
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Author
Andrew LAKE

Fixed Income

European macro update with Andrew Lake

  • Fixed Income
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Minimising judgement risk in convertible bonds

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Author
Andrew LAKE

Fixed Income

Bullish or bearish? Neither comes with a free lunch

  • Fixed Income
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Convertibles’ future performance is supported by valuations

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Author
Nicolas CRÉMIEUX

Convertible Bonds

Convertibles combine the best of both worlds, again

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Author
Andrew LAKE

Fixed Income

Fallen angels: flight path to outperformance?

  • Fixed Income
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Author
Olivier SEUX

Mirabaud Sustainable Cities

France’s unique real estate dynamics

  • Private Assets
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Author
Andrew LAKE

Fixed Income

New issue coupons drive high yield returns

  • Fixed Income
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Author
Nicolas CRÉMIEUX

Convertible Bonds

Issuers bargain hunt their own discounted convertibles

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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
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Author
Nicolas CRÉMIEUX

Convertible Bonds

The convertible market is a fantastic hunting ground for ESG investigators

  • Convertible Bonds
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Author
Olivier SEUX

Mirabaud Sustainable Cities

French sustainability niche provides low correlation with margin protection

  • Private Assets
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Author
Andrew LAKE

Fixed Income

Paying back the piper

  • Fixed Income
  • Views and Analysis
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