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It has been a rollercoaster of a ride for US Treasuries recently. Where next? Andrew Lake shares his insight into the week’s events in fixed income markets.

The main subject of interest in fixed income markets is the reflationary argument. What is the impact and should we be concerned about rising inflation and interest rates?

An impressive start to February in global fixed income markets. Are financial markets over-extended? Andrew Lake provides his insight into inflation, bubbles and the US dollar.

Themes for 2021: Our global equities team has identified nine broad themes that position companies to take advantage of transformative, long-term trends. We’ve summarised them here.

Geneva, 3 rd february 2021 – Mirabaud Asset Management working alongside Miami based EXAN Group, has structured the acquisition and retained management of a logistics platform facility occupied by a well-credited tenant in Houston, Texas. EXAN advised on the acquisition of the asset by a Luxembourg-based institutional commercial real estate part¬nership structured by Mirabaud Asset Management on behalf of its international clientele. The platform was acquired for $108 million from Indiana-based Duke Realty Corp.

Where next? Despite stronger economic data, markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed income markets over the next few weeks? And does the outlook for 2021 remain positive?

2021 – the year of convertibles. Why is inflation, new issuance and valuation good for global convertibles this year? Find out more here from Nicolas Cremieux.

The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflation moving back on the agenda. What does this mean for fixed income markets?

Prospects for UK equities appear highly favourable for 2021, generally and specifically so. Generally, macro-economic policy is unprecedentedly supportive for financial assets, with returns potential highest amongst equites where free cash flow growth is theoretically worth relatively more than ever before, hence equities are an attractive asset class and arguably the asset class of choice.

London/Paris, 14 January 2021 – Mirabaud Asset Management announces that it has been awarded the SRI label for its two Global Equity Strategies; the Mirabaud - Sustainable Global Focus Fund and the Mirabaud – Sustainable Global High Dividend Fund.

Geneva/London 12 January 2020. Mirabaud Asset Management’s analysis points to a solid outlook for the global economy in 2021. Our cautiously optimistic forecasts suggest that, although growth will be uneven, global economic activity will expand by 5%, aided by fading social distancing measures, easy monetary policy as well as ongoing – though more gradual – fiscal stimulus. Output gaps will remain negative in 2021 in many countries, while elevated unemployment – as well as sovereign and private debt – levels remain key challenges.

While many will remember 2020 as an annus horribilis, the large-scale roll-out of vaccines will put the global economy back on the growth track in 2021. Aside from its health consequences, the Covid-19 pandemic has shaken up our lifestyles, consumption habits and social relationships. It has also raised questions about how our democracies work and brought whole swathes of the economy and culture to their knees.

Geneva and Zurich, 15 December 2020 – Mirabaud Asset Management – the investment arm of the Mirabaud Group, an independent wealth and asset management group established in 1819 – has strengthened its relationship management team with the hiring of Jérôme Paganini as Head of sales for Switzerland.

We are exceptionally optimistic about stock picking opportunity given the rich mix of events at aggregate levels and issues at idiosyncratic or individual levels: in effect the ‘top down and bottom-up’ mix is hugely supportive for stock performance which, in our opinion, sums to the effect that we are in a bull market.