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Summer Lull: as the US congress readies for recess, seeking agreement on extending the current fiscal package or introducing a new one is critical as US employment gains stall. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

The US Federal Reserve can lower rates to zero and engage in other activities, such as yield curve control, but that isn’t going to save private sector balance sheets or employment. Agreeing additional fiscal support quickly, and before the Senate enters summer recess is vital. Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets.

Our role is to identify UK businesses that are going to be resilient through this crisis. We look at active, high conviction stock picking and how we place a value on companies in such an extreme environment. Brexit and ESG are additional key considerations. David Kneale, Head of UK Equities at Mirabaud Asset Management.

All eyes are now on the central banks and especially their ability to push through further stimulus packages. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

London, 14th July 2020: Mirabaud Asset Management – the high-conviction, active investment arm of the Mirabaud Group – has strengthened its international marketing capabilities with the addition of Pauline Bush as Head of Marketing.

Is the weight of central bank stimulus enough to keep fixed income markets resilient? Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

Mirabaud Asset Management is proud to be part of a Group which signed the UNPRI already 10 years ago and that has achieved the best possible rating: A+. To celebrate this special anniversary, have a look at our 2020 Corporate Responsibility Strategy.

Maintaining conviction: Stay at home winners, recovery names and recovering structural names are beneficiaries of the current environment. Paul Middleton, Portfolio Manager on the Global Equities Team.

We continue to be in a twilight zone, with little directional bias, and no real prompts for fixed income markets to move significantly in either direction. What's next? Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets

Our dedicated Convertibles Team talks about the current environment and how they are positioned across Global and European Strategies

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

Marie Thibout, Economist & Strategist at Mirabaud Asset Management, discusses the recent cyclical rotation we have seen in equity markets.

David Kneale, Head of UK Equities for Mirabaud Asset Management, discusses recent actions of the US Federal Reserve and US Treasury Department

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.