Publications

The Brave New World

We asked our investment collective for their views on where the global economy will go next. What’s clear is that this environment will most likely suit investors that can make active, high conviction decisions as they navigate the road ahead. Read more from our investment collective here.

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Press Releases

MIRABAUD ASSET MANAGEMENT IS GRANTED THE SRI LABEL IN FRANCE FOR ITS EUROPEAN CONVERTIBLE BOND STRATEGY

Paris, 4 May 2021 – Mirabaud Asset Management announces that it has been awarded the SRI label in France for its Mirabaud – Convertible Bonds Europe Fund.

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Views and Analysis

All Change

Vaccinations and the pandemic are still taking different paths globally, leading to ongoing change but economic recovery remains. Andrew Lake explains why earnings and the broader vaccination outlook will be key to the sustainability of the recovery story.

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Views and Analysis

Accessing the climate transition opportunity

What does this really mean for both investors and their clients? How motivated are investors to choose investments for the truly long term and the more holistic outcome of climate reduction, de-carbonisation and ultimately sustainable ESG policies?

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Publications

Publications

Views and Analysis

Inflation and how to deal with it.

Inflation and how to deal with it. Andrew Lake looks at the possible inflation scenarios and the concept of ‘good’ inflation.

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Views and Analysis

Staying in focus

Euphoria in global fixed income markets one minute to gloom the next! Should we be worried? Read Andrew Lake’s latest insight here

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Publications

MIRABAUD ASSET MANAGEMENT RECEIVES TWO ‘BLOCKBUSTER’ FUND RATINGS FROM FUNDSPEOPLE

Congratulations to our Global Equity team and Fixed Income team for obtaining the Blockbuster rating from FundsPeople Italia for the Mirabaud – Sustainable Global Focus Fund and the Mirabaud – Global Strategic Bond Fund. This rating is awarded to funds that, as of Dec 31 2020, recorded assets in Italy greater than or equal to 200m Euros.

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Views and Analysis

Which direction?

Much like the container ship in the Suez Canal, the financial markets – for the most part – have been fairly immovable of late both in the face of several conflicting themes – hope, better data, a “third wave” of the virus in Europe and a fairly haphazard global campaign of vaccination. The likelihood is that the second quarter will be much more positive for a number of reasons. Andrew Lake explains more.

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Views and Analysis

Groundhog day

Here we go again: Europe is experiencing more lockdowns. We are seeing some signs of a resurgence of the virus in certain states across the US. What does this mean to the economic growth prospects across each region? Andrew Lake explains more.

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Views and Analysis

A brief holding pattern

Fixed income markets remain in a holding pattern. Meanwhile, the prospect of rising economic growth with stimulus is creating anxiety about inflation. Should we be worried?

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Publications

Publications

Press Releases

MIRABAUD ASSET MANAGEMENT STRENGTHENS THEIR FIXED INCOME TEAM WITH THE PROMOTION OF NICOLAS CREMIEUX AND AL CATTERMOLE

Paris & London, 11 March 2021 – Mirabaud Asset Management – the investment arm of the Mirabaud Group, has reinforced its Convertible Bonds capability with the promotion of Nicolas Cremieux to Co-head of the Convertible Bonds team. Further to this, Al Cattermole is named deputy portfolio manager for the Mirabaud – Global High Yield Bonds & Mirabaud – Global Short Duration funds, strengthening Mirabaud Asset Management’s Fixed Income team.

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Views and Analysis

HIGHER YIELDS, HIGHER GROWTH...THAT'S OK ISN'T IT?

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.

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Views and Analysis

Reflation? Taper tantrum?

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?

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Publications

Publications

Views and Analysis

Impressive start to February

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.

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