Views and Analysis

Update on Emerging Market Equities

Views and Analysis

Ten Themes That Shape the World in 2016

Views and Analysis

Update on Equities Global Focus

"Healthcare, Technology platforms and Consumer Brands are just 3 of these areas we focus on."

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Views and Analysis

Why Convertible Bonds Now

Views and Analysis

Global Equities Update

Views and Analysis

Update on High Yield and Fixed Income

Views and Analysis

Update on Equities

In our view, the European stock markets' sharp drop these last two days is mostly explained by fears of weakness in the macro scenario on both sides of the Atlantic, this obviously generates uncertainty in the near term.

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Views and Analysis

Fixed Income Update

The markets have reached a point of maximum fear yesterday as a result of the realisation that Mario Draghi may indeed not do “whatever it takes”, combined with a heightened fear of Ebola plus lower than expected consumer sentiment numbers from the US.

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Views and Analysis

Why Now is a Great Time to Invest in Convertible Bonds

Despite the recent market sell-off and turmoil, we think that the recent correction will not continue and we believe that the underlying equity backdrop remains constructive.

Dips provide astute investors with an opportunity to add to their allocation for the following 8 reasons:

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Views and Analysis

2014 - An inflection point for Asia?

Views and Analysis

Good or Bad? Spanish Equities in 2014

Views and Analysis

Rising Rates, Bond Solutions

Views and Analysis

Latest views on AstraZeneca

Views and Analysis

Investment case for Spanish Equities Q2 2014

Mirabaud Equities Spain has received a Bronze rating and a 4 star rating from Morningstar; this is on top of having the two portfolio managers in charge, Antonio Hormigos de la Casa and Gemma Hurtado San Leandro, rated A by Citywire. Long term consistent performance is always recognized by the market even if it doesn’t happen as fast as we all wish. The fund is 1st quartile over 1, 3 and 5 years, outperforming its benchmark by more than 70% since inception, and its assets have grown from Euros 10 mio to more than Euros 62 mio since beginning of the year. This is just the start.

 

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Views and Analysis

Challenges and opportunities in GEM

Global Emerging Markets accounts for more than 50% of the world’s GDP and around 80% of growth in global GDP. At the same time, GEM equities are under-represented in global stock markets as they only account for 11% of the MSCI All Countries World Index. Therefore we believe it is just a matter of time before more funds are committed to the asset class. Although recent performance was disappointing, the investment case is still valid, valuations are compelling and GEM equities are under-owned.

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Views and Analysis

Latest views on the UK medical sector from our experts

Views and Analysis

Investment case for Global Convertible bonds

Views and Analysis

Investment case for Spanish Equities

Views and Analysis

Investment case for UK Equities

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