Views and Analysis

The summer lull!

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.

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Views and Analysis

Off to the races

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.

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Views and Analysis

Finding resilient winners in UK equities

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.

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Views and Analysis

Please sir, can I have some more?

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

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Publications

Publications

Press Releases

MIRABAUD ASSET MANAGEMENT EXPANDS ITS INTERNATIONAL MARKETING CAPABILITY

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.

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Views and Analysis

Timing is Everything

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

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Views and Analysis

The Sun is Shining

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

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Communication

Our 2020 Corporate Social Responsibility

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.

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Views and Analysis

STRIKING BALANCE

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.

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Press Releases

Views and Analysis

OUR INSIGHT SHARED: WEEKLY FIXED INCOME IN FOCUS

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

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Views and Analysis

THE RISE OF CONVERTIBLES

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

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Views and Analysis

The Push and Pull

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

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Videos

Update on Fixed Income Markets

In this short video, Andrew Lake, Head of Global Fixed Income, talks about opportunities, defaults and changing fixed income leadership.

Views and Analysis

MARKETS INSIGHTS

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

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Views and Analysis

THE FED, THE TREASURY AND THE S&P

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

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Publications

Views and Analysis

A story of two parts

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

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