Videos

Mirabaud Global Climate Bond Fund - Hybrid Approach

It's not sufficient alone to have green bonds in a climate-related fixed income portfolio, or transition bonds on their own. You need a combination of the two.

Press Releases

MIRABAUD ASSET MANAGEMENT UNVEILS GLOBAL CLIMATE BOND FUND

London, 28 June 2021 – Mirabaud Asset Management has further strengthened its responsible and sustainable investment credentials with the launch of the Mirabaud Global Climate Bond Fund.

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Videos

Mirabaud Global Climate Bond Fund - Engagement

Andrew Lake discusses the robust engagement framework for the Global Climate Bond strategy and outlines our three clear goals.

Views and Analysis

Dealing with decarbonisation

Global greenhouse gas emissions continued to grow for the third consecutive year in 2019, reaching a record high of 52.4 GtCO2e[1]

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Views and Analysis

Investors are increasingly looking to support global climate action

Investors are increasingly looking to support global climate action through their bond allocations, but there are several routes to choose - green bonds, hybrid climate portfolios or pure traditional bond strategies.

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Views and Analysis

The importance of developing a strong engagement framework for transitional bond issuers that are high carbon emitters.

“We must now agree on a binding review mechanism under international law, so that this century can credibly be called a century of decarbonisation” – Angela Merkel

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Views and Analysis

The Great Energy Transition: Moving to a carbon-neutral future

The energy transition is the pathway towards transformation from fossil-based to renewable, zero-carbon energy sources in order to meet the 2015 Paris Agreement and Government targets by 2050. At its heart is the need to reduce energy-related CO2 emissions to limit climate change.

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Views and Analysis

Liquidity, quality and recovery

Dan Moreno, Head of Emerging Market Debt, provides latest insight into the market environment and positioning of the Mirabaud – Global Emerging Market Bond strategy, which takes a blended approach between hard and local currency bonds.

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Views and Analysis

Themes, ESG, income and dividend growth: The key to dividend sustainability

We believe that Income investors need to focus as much on Dividend Growth as they do on Dividend yields, as the combination of the two determine what total income will be paid out over time. Durability of dividend growth is supported by our multi thematic approach.

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Press Releases

MIRABAUD ASSET MANAGEMENT COMPLETES ACQUISITION OF US OFFICE CAMPUS IN NEW JERSEY

Geneva, 23 June 2021 – Mirabaud Asset Management working alongside Miami-based EXAN Group, has structured the acquisition of an office campus occupied by an investment grade tenant in Warren, New Jersey. EXAN advised on the acquisition of the asset by a Luxembourg-based institutional commercial real estate partnership structured by Mirabaud Asset Management on behalf of its international clientele. The two-building office campus was acquired for $150.25 million from Philadelphia based Rubenstein Partners and New Jersey based Vision Real Estate Partners.

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Publications

Publications

Views and Analysis

Is now the time to increase delta?

Nicolas Cremieux outlines recent positioning activity for the Mirabaud – Sustainable Convertibles Global Fund.

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Videos

Why does the composition of convertible bond benchmarks matter?

The Refintiv Global Focus Convertible Bond Index is by far the most widely used benchmark, as it is available in hedged versions against major currencies and It follows selection criteria for liquidity and size, as well as rules for price and conversion premium.

Videos

How big and diversified is the overall market?

Due to the pandemic-driven issuance boom, the global market capitalisation of the convertible universe has reached a market value of about $500bn, with over one thousand issues – each with an approximate average size of $500m.

Videos

Why is a large proportion of the convertible bond universe not rated?

Convertible bonds add credit diversification as about two-thirds of issues are currently not rated by S&P or Moody’s.

Views and Analysis

Inflation Matters

David Kneale looks at the possible impact of inflation on UK PLC. UK consumer price inflation has recently risen to 1.5% from around 0.5%[1].

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Videos

Why do companies issue convertible debt?

Convertible issuers are diverse - from fast-growing small-cap to mature large-cap corporations. Companies may choose to issue convertible securities over shares or bonds for 5 reasons.

Videos

Why is Convexity important?

The amount by which the value of the convertible can decrease is limited by the bond value, while the amount by which value can increase is potentially unlimited.

Videos

What is a balanced profile?

The attributes of an individual convertible can change over time, making it more stock-like or more bond-like, allowing investors to take a variety of positions, depending on the strategy deployed.

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