Fears of a Chinese hard landing are overdone
China’s yuan devaluation and the Caixin PMI, which is composed of smaller and more export-oriented manufacturing firms than the official survey, have been two catalysts of the plunge in global stocks, as growth concerns in China are intensifying. We do not however share the view that Chinese growth will slump sharply.
Global Macro Event in Zurich
On June 10th, Gero Jung, Chief Economist at Mirabaud Asset Management, shared his latest views for 2015 during the Global Macro Event in Zurich.
New Rating for our Spanish Equities and European Convertible Bond FundRead more
Citywire Report on Global Equity Income sector
A Lipper Fund Award for the Swiss Equity Team!
The Mirabaud - Equities Swiss Small and Mid Caps fund was awarded the first prize of the Lipper Fund Award 2015 in the category Best Equity Switzerland Small and Mid Caps over 10 years.
Unconstrained Fixed Income: the Way to go
Andrew Lake, Head of Fixed Income, on Expert Investor Europe
European High Yield Bond Conference
Andrew Lake, Head of Fixe Income and High Yield Portfolio Manager, will share his views on Global High Yield on Thursday 5th March during the 5th Annual European High Yield Bond Conference that will take place at the Jumeirah Carlton Tower in London.
Swiss Made Special Edition
In light of the SNB’s unexpected decision last Thursday to remove the Euro/CHF target of 1.20 from their policy, Mirabaud Asset Management wanted to give an update concerning the performance of some of its Swiss equity portfolios and the outlook going forward.
Latest Views on China by Dan Tubbs on CNBC
Dan Tubbs, Head of GEM Equities, shared his views on China and explained that some areas are still under-invested.
European Macro Tour 2015
Gero Jung, Chief Economist at Mirabaud Asset Management, shared his macroeconomic views for 2015 in various European cities during our Macro Tour.
Mirabaud Asset Management is pleased to introduce the new visuals which will be used going forward in magazines and web based publications.
The new tone and the visual universe are there to express in few words and over few seconds the key tenet of Mirabaud Asset Management value proposition:
Active management with convictions !
Mirabaud hosts the Hedge Fund Standards Board (HFSB) in Geneva
On November 11th, the Hedge Fund Standards Board (HFSB) held its annual Swiss Institutional Investor Roundtable in Geneva. The event was hosted by Mirabaud Asset Management and brought leading international hedge fund investors and managers around the table to discuss issues in relation to Standards, governance, risk management and transparency. Mirabaud Asset Management is a member of the HFSB Investor Chapter, and supports the adoption of the Hedge Fund Standards by single managers.
Mirabaud Asset Management launches a fund focused on alternative activist strategies
Mirabaud Asset Management is pleased to announce that on November 3rd , a fund focused on alternative activist strategies was successfully launched with seed assets from institutional investors in excess of USD 140 millions. This high conviction portfolio is invested across a few high profile managers who have, by their experience and track record, successfully demonstrated their ability to extract value from companies using an activist approach to investing. This Luxembourg domiciled portfolio is addressed exclusively to sophisticated investors and will soon benefit from an AIFM passport enabling its pan European promotion to professional investors. Mirabaud Asset Management (Europe) SA has obtained one of the first AIFM licence granted in Europe in 2013.
2 Banco Awards for the Mirabaud Alternative Team
On October 30st, Haussmann Holdings and MirAlt Diversified were awarded the first prize of the Banco Awards in the category Best fund of funds with an aggressive bias over 3 years and Best fund of funds with a defensive bias over 1 year respectively.
Consumer Lending Roundtable
On Thursday October 30th, Mirabaud Asset Management and Crescendo Capital organized jointly a well attended seminar in Geneva focused on direct lending with experts from the field and investors who shared their experience with the audience.
High-yield volatility nothing more than a healthy correction?
Andrew Lake, Head of High Yield, on Portfolio Adviser.
Raymond James Conference
On June 10th and 11th, Mirabaud Asset Management was present at the Raymond James Conference in London to share the most direct and insightful investment views.
Follow us on Twitter
As of June 2014, Mirabaud Asset Management is now using Twitter to communicate short views and messages with investors and prospects.
Investment Week - The best equities to play Spain's recovery
Spain is still a risk-on play, but its restructured banking sector provide a good way to play the recovery, explains Antonio Hormigos.
Renaud Martin, Mirabaud Asset Management Head of Convertible Bonds, is rated (+) by Citywire
Mirabaud Asset Management is pleased to announce that Renaud Martin, Head of Convertible Bonds, has been positively rated by Citywire.
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