Ultimas noticias
Views and Analysis
Themes, ESG, income and dividend growth: The key to dividend sustainability
We believe that Income investors need to focus as much on Dividend Growth as they do on Dividend yields, as the combination of the two determine what total income will be paid out over time. Durability of dividend growth is supported by our multi thematic approach.
Comunicados de prensa
MIRABAUD ASSET MANAGEMENT ADQUIERE UN PARQUE EMPRESARIAL EN NUEVA JERSEY, ESTADOS UNIDOS
Ginebra, 23 de junio de 2021 – Mirabaud Asset Management, con la asesoría de EXAN Group, firma con sede en Miami, ha realizado la adquisición de un parque empresarial arrendado a una entidad con calificación de grado de inversión en Warren, Nueva Jersey. EXAN guió el proceso de adquisición, formalizado mediante la colaboración con una sociedad de gestión de propiedades inmobiliarias comerciales e institucionales con sede en Luxemburgo y gestionado por Mirabaud Asset Management para sus clientes internacionales. El parque empresarial (hasta ahora propiedad de Rubenstein Partners y de Vision Real Estate Partners, empresas con sede en Filadelfia y en Nueva Jersey, respectivamente) cuenta con dos edificios y ha sido adquirido por 150,25 millones de dólares.
Publications
Views and Analysis
Is now the time to increase delta?
Nicolas Cremieux outlines recent positioning activity for the Mirabaud – Sustainable Convertibles Global Fund.
Views and Analysis
Inflation Matters
David Kneale looks at the possible impact of inflation on UK PLC. UK consumer price inflation has recently risen to 1.5% from around 0.5%[1].
Views and Analysis
Sell in May
It has been a while since my last missive. I must admit, I left it for a few weeks, hoping that there would be some eventful news to comment on. The logical move would have been for investors to take profits after a very strong Q1, feeling full of self-congratulation that the market was over-extended, in bubble territory and due a nice pullback.
Views and Analysis
An asset class that strives to offer an excellent risk / return ratio
Convertible bonds are an asset class in their own right, too often overlooked, which offers performance close to equities over a long term with much lower levels of volatility.
Views and Analysis
Themes, recovery names and changes in the Mirabaud - Sustainable Global Focus Fund
Since the vaccine announcement in November last year, there has been a significant rotation out of growth into value. Despite good earnings momentum in companies across growth sectors, market leadership continues to be dominated by the more ‘hard’ cyclical names.
MIRABAUD SUSTAINABLE GLOBAL HIGH DIVIDEND STRATEGY
A focus on delivering sustainable and growing dividends, leveraging our multi-thematic and ESG approach to finding quality leaders
Our regular perspective on fixed income
Our active, high conviction fixed income investment team shares their regular perspectives covering Developed and Emerging Market bonds
We believe that income investors need to focus as much on dividend growth as they do on dividend yields because the… https://t.co/jw13LIh0ua
Working with EXAN Group, Mirabaud Asset Management expanded its real estate portfolio in the US by completing the a… https://t.co/amssof7V29
The convertible eight - deconstructing convertibles. In this last of eight videos, @NicolasCremieux, Co-Head of Glo… https://t.co/HLeaopvovf
The convertible eight - deconstructing convertibles. In this seventh video, @NicolasCremieux, Co-Head of Global Con… https://t.co/lqXVrmohQG
Is now the time to increase delta? @NicolasCremieux outlines the recent positioning changes to the Sustainable Con… https://t.co/GW1IB0vVNK
Anu Narula, Head of Global Equities, talks about how his team applies an Attackers, Midfielders and Defenders appro… https://t.co/x7zEjbTn8p
The convertible eight - deconstructing convertibles. In this sixth of eight videos, @NicolasCremieux, Co-Head of Gl… https://t.co/5CKWBDeBJV
The convertible eight - deconstructing convertibles. In the fifth video, @NicolasCremieux, Co-Head of Global Conver… https://t.co/l0MkbjZ5Bc
1 days to go until Expert Investor's Bilbao webinar.
Andrew Lake, head of fixed income at @Mirabaud_AM will join th… https://t.co/lk8HnMlQih
The convertible eight - deconstructing convertibles. In this fourth video, @NicolasCremieux, Co-Head of Global Conv… https://t.co/IvElQbJasj
Este es un negocio de personas en el que el talento no puede industrializarse y la especialización, la habilidad, la responsabilidad y la cultura de inversión son mucho más importantes que el tamaño.
Mirabaud Asset Management
Mirabaud Asset Management, exclusivamente dedicado a la gestión de activos, propone a sus clientes institucionales y otros intermediarios financieros, como bancos, gestores independientes o family offices, toda una gama de fondos y mandatos de gestión, así como estrategias de asignación de activos basadas en un sólido proceso de inversión.
Un equipo, una filosofía
El equipo de Mirabaud Asset Management, integrado por un centenar de empleados, cuenta con algunos de los gestores de más talento del sector. Cultivando un espíritu emprendedor y de colaboración, los expertos aplican una gestión activa apoyada en fuertes convicciones, alineada con los intereses del cliente y basada en el largo plazo, todo ello dentro de un proceso riguroso de control del riesgo.
En cifras
El importe de los activos gestionados a finales de marcha de 2021 era de 8.500 millones de francos suizos, de los cuales 6.800 millones estaban invertidos en activos tradicionales y 1.700 millones en inversiones alternativas.
