Views and Analysis

Renewed Optimism

As we enter June, March is beginning to feel like a distant memory for financial markets. We are firmly in the stage of renewed optimism. Andrew Lake, Head of Fixed Income.

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Views and Analysis

Moving Forwards in Global Equities

Our multi-thematic approach to investing across global equities has positioned us in companies that have benefitted from the stay at home economy.

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Views and Analysis

Our insight shared: Weekly Fixed Income In-Focus

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

Back in time, but opportunities exist

In this update, our European equities team discuss their three main areas of focus: Reducing forecast risk, emerging beneficiaries and the opportunities in real defensives.

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Views and Analysis

Knowledge-based investing in Swiss Small and mid-cap equities

Thomas Jäger, Senior Portfolio Manager in the Swiss Equities team, gives an update on our Swiss small and mid-cap equities strategy, its positioning in the current environment and its focus on high quality businesses that are global leaders in their field.

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Views and Analysis

Where next?

Andrew Lake, Head of Global Fixed Income - Podcast

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Views and Analysis

Themes, Leaders and Sustainability

Why Global Themes Matter in Today's Market Environment

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Views and Analysis

Active Management in a Passive World

Umberto Boccato, Head of Investments at Mirabaud Asset Management - Podcast

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Communication

MIRABAUD GLOBAL CONVERTIBLE BOND SOLUTION AWARDED COVETED SRI LABEL

Paris, 14 May 2020 — Mirabaud Asset Management’s global convertible bond investment solution has been awarded the esteemed SRI label.

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Views and Analysis

MARKETS INSIGHTS

European Sovereign Bonds - Will Peripheral Spreads Widen Again ? by Marie Thibout, Economist & Strategist

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Views and Analysis

MARKETS INSIGHTS

Looking beyond the FAANG by Valentin Bissat, Senior Economist / Strategist

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Views and Analysis

POSITIONING FOR A NEW MARKET

Update on Mirabaud Global Emerging Market Bond Strategy by Daniel Moreno, Head of Emerging Market Debt, and Puneet Singh, Portfolio Manager

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Views and Analysis

Sunny times ahead

April has finished and what a contrast it was to March in global fixed income markets. We discuss earnings, US Federal Reserve intervention and the importance of liquidity. Andrew Lake, Head of Global Fixed Income.

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Communication

Mirabaud Global Equity High Income Strategy

A focus on delivering sustainable and growing dividends, leveraging our multi-thematic and ESG approach to finding quality leaders

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Views and Analysis

Balancing Caution with Opportunity

The trading environment remains challenging. However, opportunities emerge from attractive valuations in some European Investment Grade credits and new issuance. Andrew Lake, Head of Global Fixed Income at Mirabaud Asset Management

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Press Releases

MIRABAUD ASSET MANAGEMENT FURTHER STRENGTHENS UK WHOLESALE CAPABILITY

London, 29th April 2020 – Mirabaud Asset Management – the investment arm of the Mirabaud Group, an independent wealth and asset management group established in 1819 – has strengthened its UK wholesale sales team with the addition of Ozan Kazim.

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Views and Analysis

Views and Analysis

Global convertibles: The return to grace

In this current market environment, global convertibles are achieving a hybrid performance between equities and credit. Nicolas Crémieux, Senior Convertible Bonds Fund Manager

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Views and Analysis

Update on Fixed Income - Podcast

In this podcast, Andrew Lake, Head of Global Fixed Income, talks about the environment for Investment Grade Credit in Europe and the US, the looming default rate issues and the challenges and opportunities faced by the low oil price

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Views and Analysis

Why convertible Bonds?

A brief dive into the asset class

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