Views and Analysis

Mirabaud Equity Theme - MILLENNIAL CONSUMERS

In the US, the number of people aged 26-41 has exceeded 72 million, surpassing ‘baby boomers’ as the largest cohort of the population. Millennials will account for 75% of the global workforce by 2025 and their combined income will hit $8.3 trillion by 2025

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Communication

Mirabaud Asset management is granted the SRI label in France for a further four strategies

May 2022, Paris/London – Mirabaud Asset Management announces that is has been awarded the SRI label in France for four further strategies: Mirabaud – Global Climate Bond Fund, Mirabaud – Discovery Europe, Mirabaud – Discovery Europe ex-UK, and Mirabaud Discovery Convertibles Global.

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Videos

Meet the Manager: Paul Middleton, Global Equity Portfolio Manager

Paul talks about how important sustainability is to him and his family. Recycling debris that washes up on the coastline and turning it into art, to Sundays by the river where Paul’s children use their own initiative to collect litter are just some of the examples in how his family are making an impact.

Press Releases

MIRABAUD ASSET MANAGEMENT ANNOUNCES THE CLOSING OF THE MIRABAUD GRAND PARIS STRATEGY AFTER RAISING €150M

Paris, 5 may 2022 – Mirabaud Asset Management is pleased to announce the closing of its Mirabaud Grand Paris strategy at €150m. Assets were raised from large institutional and family office clients across Europe.

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Views and Analysis

All eyes on recession risks

On a recent trip into London, shops continue to be busy and a visit to the Nike store on Oxford Street was a nightmare, given it was so full the staff couldn’t cope. This seems to fly in the face of the dire warnings of a consumer having to decide between food and heat.

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Communication

Mirabaud Asset Management become a member of Invest Europe

We are proud and excited to announce that we have become a member of Invest Europe, a key association representing Private Equity, Venture Capital and the Infrastructure industry across Europe.

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Publications

My Switzerland

With the continuing war in Ukraine, combined with the new wave of Covid infections in China, the world economy is faced with rising commodity prices and increasing supply-chain difficulties.

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Views and Analysis

Our Equities Theme - Decarbonisation

We have reclassified our “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the transition to carbon neutrality, but alongside this there are other key areas of the transition, which will represent a significant tailwind for those companies exposed to them.

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Views and Analysis

Coordinated demand destruction

Today, we’ll be focused predominantly on inflation and the central banks’ reaction function. First, let’s not forget that the COVID response resulted in huge debt burdens for most countries. This will be an important part of the discussion by central banks given the consequences for balance sheet financing of a too aggressive approach to fighting inflation. 

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Press Releases

Mirabaud Asset Management strengthens its Private Equity division with the arrival of Chabi Nouri as Private Equity partner

Geneva, 24 March 2022 – Chabi Nouri joins Mirabaud Asset Management’s Private Equity division as Private Equity Partner and will co-manage the Lifestyle Private Equity franchise alongside David Wertheimer, Private Equity Partner and Manager of the Mirabaud Lifestyle Impact & Innovation strategy.

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Views and Analysis

How engagement is the way toward successful climate investing

With new waves of regulation coming through and stakeholder pressure building around climate change, temperature alignment and long-term business strategies to address these issues remain leading priorities for investors. The COP26 summit reaffirmed how much reducing greenhouse gas emissions is pivotal to keep temperature increases below 2°C.

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Views and Analysis

What’s up with inflation and are we entering a new fixed income mini cycle

We entered 2022 expecting some headwinds around inflation, a few interest rate rises in the US, and slowly easing supply chain blockages. And COVID would be a distant memory….or at least endemic. I often sit here as an apologist for Fixed Income (it is my job after all!) given the low and/or negative yields on offer, but despite the headwinds of inflation and slowing economic activity, I believe we are beginning to see the resurgence of the next Fixed Income mini cycle. Whether it is duration or credit is too early to tell at this point.

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Publications

Mirabaud Funds - Monthly Performances

An in-depth view of monthly fund performances across our traditional & alternative fund range.

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Publications

Traditional & Alternative Funds Performance Summary

An summarised view of monthly fund performances across our traditional & alternative fund range.

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Publications

My Switzerland

At a time when there was already a great deal of uncertainty about central bank monetary policies, Russia’s invasion of Ukraine has led to greater volatility since February.

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Communication

Mirabaud Discovery ex-UK strategy announced as a finalists for fund manager of the year awards

14th March 2022, Mirabaud – Discovery ex-UK strategy announced as a finalist at the Fund Manager of the Year Awards 2022

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Videos

Meet the Manager: Hywel Franklin, Head of European Equities

Meet the Manager: Hywel speaks about his personal experiences of climate change when visiting the ‘Mer De Glace’ glacier in Chamonix, France.

Videos

Meet the Manager: Trevor Fitzgerald, European Equities Fund Manager

Meet the Manager: Trevor talks about the day the bank manager came to his school and gave a talk about compound interest.

Communication

Mirabaud UK High Alpha Strategy wins 2022 Lipper Fund Award Switzerland

3rd March 2022, Mirabaud UK High Alpha Strategy wins 2022 Lipper Fund Award Switzerland

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