Views and Analysis

How the Alcon spin-off will change the Swiss market

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains how the new big player will impact the SMI on CNNMoney Switzerland.

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Views and Analysis

Federal Reserves confirms its Ultra-Dovish Outlook

Flash Note by the Strategy Team

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Views and Analysis

Notes From the Road - South Africa

Neville Shaw, Portfolio Manager on Mirabaud’s Global Emerging Markets Equity Team, outlines some of his observations following a recent trip to South Africa.

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Views and Analysis

THE ECB EXTENDS ITS STIMULUS AS IT CUTS GROWTH FORECAST

Flash Note by the Strategy Team

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Views and Analysis

Weak European growth weighs on Adecco

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains on CNN Money Switzerland why employment service giant Adecco is taking a hit on the stock market. Bürki also discusses why he’s cautious about Sunrise’s acquisition of UPC and what he expects from ABB’s new strategy.

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Views and Analysis

Insights on Global themes 2019

Each year, the global equities team reviews the key themes that they believe will create strong forces of change across different industry sectors.

We believe that themes are more important than ever today as global economies remain in a low growth cycle. The IMF has just lowered its global growth forecast for 2019 from 3.5% to 3%. This is the slowest in 3 years. In this environment, companies need their own secular growth drivers.

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Views and Analysis

Why Swiss Banks are still suffering

Nicolas Bürki, Portfolio Manager and Analyst within Mirabaud Asset Management’s Swiss Equities team, exchanges with CNN Money Switzerland on the topic.

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Views and Analysis

Mirabaud Global Themes 2019

Views and Analysis

Citywire Discovery Report - An outstanding year for Anu Narula

What makes these returns even more impressive is that despite making the most of last leg of the bull market, Anu Narula has so far avoided the worst of the recent falls

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Views and Analysis

Fixed Income Update

Andrew Lake, Head of Fixed Income at Mirabaud Asset Management, shares his views for the Fixed Income Market in 2019

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Views and Analysis

Emerging Market Equities - Review 2018

Daniel Tubbs, Head of Emerging Market Equities, shares his round up of 2018 and his outlook for the year ahead.

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Views and Analysis

UPDATE ON EMERGING MARKETS EQUITIES

Daniel Tubbs, Head of Emerging Market Equities for Mirabaud Asset Management, gives his latest insight into the asset class following the recent market volatility

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Views and Analysis

NOTES FROM THE ROAD

Charles Walsh, Portfolio Manager on Mirabaud’s Global Emerging Markets Equity team, outlines some of his observations following a recent trip to India

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Views and Analysis

THINK EQUITIES ARE VOLATILE? CONSIDER CONVERTIBLES!

Views and Analysis

EMERGING MARKET EQUITIES QUARTERLY UPDATE

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EMERGING MARKET DEBT QUARTERLY UPDATE

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CITYWIRE DISCOVERY - A VERY REWARDING YEAR IN THE GLOBAL EQUITY SECTOR FOR ANU NARULA

Views and Analysis

Anu Narula, Head of Global Equities at Mirabaud Asset Management, shares his approach to investing and reshaping his portfolios that allowed for a swift turnaround in performance with Citywire Wealth Manager

Views and Analysis

Emerging Market Debt Update

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