Views and Analysis

Challenges and opportunities in GEM

Global Emerging Markets accounts for more than 50% of the world’s GDP and around 80% of growth in global GDP. At the same time, GEM equities are under-represented in global stock markets as they only account for 11% of the MSCI All Countries World Index. Therefore we believe it is just a matter of time before more funds are committed to the asset class. Although recent performance was disappointing, the investment case is still valid, valuations are compelling and GEM equities are under-owned.

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Outlook for Alternatives in 2014

On Wednesday February 12th, Mirabaud Asset Management invited 20 of Geneva’s leading investors to a presentation by Marc Henri Barrail, Head of Hedge Funds Advisory.

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Fund of Hedge Funds Power Houses discuss the future

Some of the largest Geneva based fund of hedge funds firms reviewed recently during an Opalesque event hosted within Mirabaud premises the changing landscape of the industry, the past performance and future perspectives. Investors have evolving needs and the solutions offered have to evolve also.

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Strong Convictions on Emerging Markets

Video Bertrand Bricheux


Investment case for high yield bonds

Video Andrew Lake


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