All News
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.
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.
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.
Views and Analysis
European Discovery
Home comforts: Find out how our European equity team are harnessing the stay at home theme.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
Weekly Newsletter
Monthly Newsletter
It has been a rollercoaster of a ride for US Treasuries recently. Where next? Andrew Lake shares his insight into l… https://t.co/YK7qsYTLY8
It has been an impressive start to February in global markets. Are financial markets now over-extended? Andrew Lake… https://t.co/FsgKxskeF3
There are four pillars that provide significant tailwinds for companies in the renewables space. How we see these f… https://t.co/ov7UOJffBS
Working with Miami-based EXAN Group, Mirabaud Asset Management expanded its real estate portfolio in the US, acquir… https://t.co/BT3xrPqVxF
Fixed income markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed… https://t.co/uKB3IMIPtM
What factors will make convertibles an attractive asset class this year? Read what Nicolas Crémieux, portfolio mana… https://t.co/oGPT1wwQwK
The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflatio… https://t.co/mkRhzKHISp
UK equities have attraction advantages relative to other equity markets, significantly stemming from Brexit. Discov… https://t.co/ozCxS9IdrT
We are pleased to announce that we have been awarded the SRI label for two of our Global Equity Strategies; the Mir… https://t.co/8EP0YUnTkw
2020 has seen many challenges. What should we be focusing on in 2021? We outline a number of areas for consideratio… https://t.co/kQgfENRFKB