Views and Analysis

What’s in store for the UK post-Covid?

Navigating the right path in a post-Covid world. Find out why we think a two tier UK economy, led by the 'digitals' and 'home services', coupled with highly attractive valuations, will lead to strong opportunities regardless of the Brexit outcome.

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Press Releases

MIRABAUD ASSET MANAGEMENT FURTHER STRENGTHENS INVESTMENT TEAM WITH DOUBLE HIRE

London, 6 October 2020 – Mirabaud Asset Management – the investment division of the Mirabaud Group, an independent wealth and asset management group established in 1819 – has further strengthened its investment capabilities with the addition of two senior analysts.

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Views and Analysis

What’s driving Emerging Market Equities?

Technology leadership, 5G and lifting the masses: Find out how we are leveraging these key themes across Emerging Market equities.

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Views and Analysis

European Discovery

Home comforts: Find out how our European equity team are harnessing the stay at home theme.

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Press Releases

MIRABAUD ASSET MANAGEMENT’S PRIVATE EQUITY VEHICLE ACQUIRES STAKE IN THE ALAIN DUCASSE GROUP

Paris, 30 September 2020 – Mirabaud Asset Management’s private equity Mirabaud Patrimoine Vivant fund has acquired a stake in the Alain Ducasse Group – which has shone as a beacon of excellence in French culinary prowess and art de vivre for more than 30 years.

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Views and Analysis

Winter is coming

A slight market shiver as winter begins: The fixed income technicals are fine – what are the downside risks? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Videos

FED's monetary policy meeting

Valentin Bissat casts a light on macro economic data and central banks' decisions in this Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

Views and Analysis

Maximising convexity in global convertibles

Mirabaud Asset Management’s dedicated convertible bond team discusses why sustainable investing in convertibles helps to support convexity.

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Views and Analysis

Momentum, momentum, momentum

Momentum in fixed income markets has been positive and investors are more comfortable with taking risk. What should we be worried about? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Views and Analysis

Global Equities: Focused, Thematic and ESG

Find out why stay at home winners and quality recovery are key to generating uncorrelated sources of return in global equities to maximise diversification and manage risk. Anu Narula, Head of Global Equities, talks about key areas for the Mirabaud – Sustainable Focus Fund.

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Videos

Chinese recovery

Marie Thibout casts a light on macro economic data and central banks' decisions in this Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

Publications

Publications

Views and Analysis

Creating Balance in Convertibles

Convertibles create the opportunity to maximise convexity - capturing market upside and limiting market downside. Our dedicated Convertibles Team talks about why we believe quality cyclicals and semiconductor companies are key to maximising convexity. In this update, Nicolas Crémieux, Senior Portfolio Manager and Célia Levy, Portfolio Manager, discuss the merits and positioning of our European and Global convertible strategies.  

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Views and Analysis

All Change in Global Fixed Income

Find out why we believe credit will outperform duration and why it's Europe's time. Andrew Lake, Head of Global Fixed Income, provides perspective on duration and Europe.

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Views and Analysis

Mirabaud - Global Short Duration

Looking for short duration? Find out why a global approach to short duration provides more opportunity and flexibility. Andrew Lake, Head of Global Fixed Income, talks about the value in global short duration strategies and the Mirabaud – Global Short Duration Fund.

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Videos

Monetary Policy

Gero Jung casts a light on macro economic data and central banks' decisions in his Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

Press Releases

MIRABAUD SRI STRATEGY AWARDED HIGHEST UN PRI RATING

Geneva, Switzerland, 1 September 2020: The Mirabaud Group’s Socially Responsible Investment (SRI) strategy – which takes into account environmental, social and governance (ESG) issues – has earned the highest rating of A+ in each of the United Nations Principles for Responsible Investment (UN PRI) six modules.

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Views and Analysis

The Road Ahead

Many headwinds continue in fixed income markets and we are in the lower liquidity and activity summer months. We share our views on what's next - learn more here. 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

Dividends: It's all over - or is it?

Dividends are coming under increasing pressure as a result of Covid. Find out why we believe that the dividend outlook remains positive.

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