All News

It has been a while since my last missive. I must admit, I left it for a few weeks, hoping that there would be some eventful news to comment on. The logical move would have been for investors to take profits after a very strong Q1, feeling full of self-congratulation that the market was over-extended, in bubble territory and due a nice pullback.

In the age of "ecological homo economicus", economic growth and protecting the planet will undoubtedly come to represent two sides of the same coin. We explain how, by applying a systems perspective to finance in the coronavirus pandemic.

Convertible bonds are an asset class in their own right, too often overlooked, which offers performance close to equities over a long term with much lower levels of volatility.

Since the vaccine announcement in November last year, there has been a significant rotation out of growth into value. Despite good earnings momentum in companies across growth sectors, market leadership continues to be dominated by the more ‘hard’ cyclical names.

One year gone in a new UK equity bull market. The recovery in ‘crowd space services’, a successful vaccination programme and significant pent-up consumer demand all coincide with an acceleration of online activity. Jeremy Hewlett outlines why this is highly positive for UK equities.

We asked our investment collective for their views on where the global economy will go next. What’s clear is that this environment will most likely suit investors that can make active, high conviction decisions as they navigate the road ahead. Read more from our investment collective here.

Paris, 4 May 2021 – Mirabaud Asset Management announces that it has been awarded the SRI label in France for its Mirabaud – Convertible Bonds Europe Fund.

Vaccinations and the pandemic are still taking different paths globally, leading to ongoing change but economic recovery remains. Andrew Lake explains why earnings and the broader vaccination outlook will be key to the sustainability of the recovery story.

What does this really mean for both investors and their clients? How motivated are investors to choose investments for the truly long term and the more holistic outcome of climate reduction, de-carbonisation and ultimately sustainable ESG policies?

Inflation and how to deal with it. Andrew Lake looks at the possible inflation scenarios and the concept of ‘good’ inflation.

Euphoria in global fixed income markets one minute to gloom the next! Should we be worried? Read Andrew Lake’s latest insight here

Congratulations to our Global Equity team and Fixed Income team for obtaining the Blockbuster rating from FundsPeople Italia for the Mirabaud – Sustainable Global Focus Fund and the Mirabaud – Global Strategic Bond Fund. This rating is awarded to funds that, as of Dec 31 2020, recorded assets in Italy greater than or equal to 200m Euros.

Much like the container ship in the Suez Canal, the financial markets – for the most part – have been fairly immovable of late both in the face of several conflicting themes – hope, better data, a “third wave” of the virus in Europe and a fairly haphazard global campaign of vaccination. The likelihood is that the second quarter will be much more positive for a number of reasons. Andrew Lake explains more.