Views and Analysis

STRIKING BALANCE

Maintaining conviction: Stay at home winners, recovery names and recovering structural names are beneficiaries of the current environment. Paul Middleton, Portfolio Manager on the Global Equities Team.

Read more

Views and Analysis

OUR INSIGHT SHARED: WEEKLY FIXED INCOME IN FOCUS

We continue to be in a twilight zone, with little directional bias, and no real prompts for fixed income markets to move significantly in either direction. What's next? Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets

Read more

Views and Analysis

THE RISE OF CONVERTIBLES

Our dedicated Convertibles Team talks about the current environment and how they are positioned across Global and European Strategies

Read more

Views and Analysis

The Push and Pull

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

Read more

Views and Analysis

MARKETS INSIGHTS

Marie Thibout, Economist & Strategist at Mirabaud Asset Management, discusses the recent cyclical rotation we have seen in equity markets.

Download PDF

Views and Analysis

THE FED, THE TREASURY AND THE S&P

David Kneale, Head of UK Equities for Mirabaud Asset Management, discusses recent actions of the US Federal Reserve and US Treasury Department

Download PDF

Views and Analysis

A story of two parts

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

Read more

Views and Analysis

The Rise of Platorms

Learn more about our Platform Companies Global Equity Theme and how the companies in this segment are enjoying important tailwinds.

Discover more about this theme here

Views and Analysis

V is for victory

To date, the rally has defied all predictions and gone up in a straight line from the end of March. Who is even talking about this being a bear market rally anymore? Andrew Lake, Head of Fixed Income

Read more

Views and Analysis

Dare to be Active in a Passive World

Umberto Boccato, Head of Investments at Mirabaud Asset Management, explores active and passive approaches as we enter into a more challenged world.

Read more

Views and Analysis

ECB STEPS UP PURCHASES, INCREASES FURTHER ITS FIREPOWER

Flash Note by the Strategy team of Mirabaud Asset Management

Download PDF

Views and Analysis

Renewed Optimism

As we enter June, March is beginning to feel like a distant memory for financial markets. We are firmly in the stage of renewed optimism. Andrew Lake, Head of Fixed Income.

Read more

Views and Analysis

Moving Forwards in Global Equities

Our multi-thematic approach to investing across global equities has positioned us in companies that have benefitted from the stay at home economy.

Read more

Views and Analysis

Our insight shared: Weekly Fixed Income In-Focus

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

Read more

Views and Analysis

Back in time, but opportunities exist

In this update, our European equities team discuss their three main areas of focus: Reducing forecast risk, emerging beneficiaries and the opportunities in real defensives.

Read more

Views and Analysis

Knowledge-based investing in Swiss Small and mid-cap equities

Thomas Jäger, Senior Portfolio Manager in the Swiss Equities team, gives an update on our Swiss small and mid-cap equities strategy, its positioning in the current environment and its focus on high quality businesses that are global leaders in their field.

Download PDF

Views and Analysis

Where next?

Andrew Lake, Head of Global Fixed Income - Podcast

Read more

Views and Analysis

Themes, Leaders and Sustainability

Why Global Themes Matter in Today's Market Environment

Read more

Views and Analysis

Active Management in a Passive World

Umberto Boccato, Head of Investments at Mirabaud Asset Management - Podcast

Read more

Views and Analysis

MARKETS INSIGHTS

European Sovereign Bonds - Will Peripheral Spreads Widen Again ? by Marie Thibout, Economist & Strategist

Download PDF

Newsletter

Subscribe to our newsletters

Subscribe