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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Videos

HEALTH AND WELLBEING

A GLOBAL THEME FOR 2019

Articles

Mirabaud Equities Global Focus Strategy leading Ethical Investment Funds according to iNews

Ethical investing - A savings strategy for those who want their money to be used as a force for good

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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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Videos

EXPLOSION OF DATA

A key global theme driving new avenues of growth

Videos

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

Videos

Gero Jung on CNN Money Switzerland

Gero Jung, Chief Economist at Mirabaud Asset Management, argues that the European Central Bank is still optimistic, despite adopting a hawkish view on growth in Europe

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Videos

Prepared for Now

Mirabaud's New Corporate Movie

Videos

Focus on Automation

A top tier highly concentrated Global Equity investment solution that brings together a thematic approach with a fully integrated ESG perspective.

Watch Mirabaud Asset Management’s head of Global Equities, Anu Narula, outline one of the 10 themes underpinning his approach – Automation

 

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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Press Releases

MIRABAUD ASSET MANAGEMENT EXPANDS INTO BRAZIL

Sao Paulo – 10 January 2019. Mirabaud has acquired Galloway Gestora De Recursos Ltda, a Brazilian asset management business specialising in emerging market debt, which becomes part of Mirabaud Asset Management, the Mirabaud Group’s specialist division focused on investment management and advisory services.

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Communication

Mirabaud expands presence in South America

Mirabaud Asset Management discusses its expansion with Investment Europe

investmenteurope.net

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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Communication

LETTER FROM OUR CEO

Lionel Aeschlimann, CEO of Mirabaud Asset Management

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