Publications

My Switzerland

With the continuing war in Ukraine, combined with the new wave of Covid infections in China, the world economy is faced with rising commodity prices and increasing supply-chain difficulties.

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Views and Analysis

Our Equities Theme - Decarbonisation

We have reclassified our “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the transition to carbon neutrality, but alongside this there are other key areas of the transition, which will represent a significant tailwind for those companies exposed to them.

DISCOVER MORE ABOUT THIS THEME HERE

Views and Analysis

Coordinated demand destruction

Today, we’ll be focused predominantly on inflation and the central banks’ reaction function. First, let’s not forget that the COVID response resulted in huge debt burdens for most countries. This will be an important part of the discussion by central banks given the consequences for balance sheet financing of a too aggressive approach to fighting inflation. 

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Press Releases

Mirabaud Asset Management strengthens its Private Equity division with the arrival of Chabi Nouri as Private Equity partner

Geneva, 24 March 2022 – Chabi Nouri joins Mirabaud Asset Management’s Private Equity division as Private Equity Partner and will co-manage the Lifestyle Private Equity franchise alongside David Wertheimer, Private Equity Partner and Manager of the Mirabaud Lifestyle Impact & Innovation strategy.

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Views and Analysis

How engagement is the way toward successful climate investing

With new waves of regulation coming through and stakeholder pressure building around climate change, temperature alignment and long-term business strategies to address these issues remain leading priorities for investors. The COP26 summit reaffirmed how much reducing greenhouse gas emissions is pivotal to keep temperature increases below 2°C.

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Views and Analysis

What’s up with inflation and are we entering a new fixed income mini cycle

We entered 2022 expecting some headwinds around inflation, a few interest rate rises in the US, and slowly easing supply chain blockages. And COVID would be a distant memory….or at least endemic. I often sit here as an apologist for Fixed Income (it is my job after all!) given the low and/or negative yields on offer, but despite the headwinds of inflation and slowing economic activity, I believe we are beginning to see the resurgence of the next Fixed Income mini cycle. Whether it is duration or credit is too early to tell at this point.

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Publications

Mirabaud Funds - Monthly Performances

An in-depth view of monthly fund performances across our traditional & alternative fund range.

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Publications

Traditional & Alternative Funds Performance Summary

An summarised view of monthly fund performances across our traditional & alternative fund range.

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Publications

My Switzerland

At a time when there was already a great deal of uncertainty about central bank monetary policies, Russia’s invasion of Ukraine has led to greater volatility since February.

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Communication

Mirabaud Discovery ex-UK strategy announced as a finalists for fund manager of the year awards

14th March 2022, Mirabaud – Discovery ex-UK strategy announced as a finalist at the Fund Manager of the Year Awards 2022

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Videos

Meet the Manager: Hywel Franklin, Head of European Equities

Meet the Manager: Hywel speaks about his personal experiences of climate change when visiting the ‘Mer De Glace’ glacier in Chamonix, France.

Videos

Meet the Manager: Trevor Fitzgerald, European Equities Fund Manager

Meet the Manager: Trevor talks about the day the bank manager came to his school and gave a talk about compound interest.

Communication

Mirabaud UK High Alpha Strategy wins 2022 Lipper Fund Award Switzerland

3rd March 2022, Mirabaud UK High Alpha Strategy wins 2022 Lipper Fund Award Switzerland

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Publications

Mirabaud Funds - Monthly Performances

An in-depth view of monthly fund performances across our traditional & alternative fund range.

Download PDF

Publications

Traditional & Alternative Funds Performance Summary

An summarised view of monthly fund performances across our traditional & alternative fund range.

Download PDF

Publications

My Switzerland

The world economy is slowing because of mobility restrictions and inflation remains high.

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Views and Analysis

Mirabaud Asset Management is proud to join the Net Zero Asset Managers Initiative

Mirabaud Asset Management is proud to join the Net Zero Asset Managers Initiative, committing to support the goal of net zero greenhouse gas emissions by 2050 or sooner. As signatories to the initiative, we also commit to set interim targets consistent with a fair share of the 50% global reduction in greenhouse gas emissions by 2030.

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Press Releases

Mirabaud Asset Management bolsters swiss equity expertise with new hire

Zurich, 3 February, 2022 – Jan Widmer has joined the Swiss equity team as Portfolio Manager at Mirabaud Asset Management (MAM) - a European asset manager focused on high conviction investing and a driving force for active sustainability.

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Publications

My Switzerland

Judging by Covid-19 case numbers in South Africa and the UK resulting from the Omicron variant, the current wave of infections in Europe and the US could soon peak.

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