Noticias

The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflation moving back on the agenda. What does this mean for fixed income markets?

Prospects for UK equities appear highly favourable for 2021, generally and specifically so. Generally, macro-economic policy is unprecedentedly supportive for financial assets, with returns potential highest amongst equites where free cash flow growth is theoretically worth relatively more than ever before, hence equities are an attractive asset class and arguably the asset class of choice.

París, 14 de enero de 2021 – Mirabaud Asset Management anuncia que sus estrategias de Renta Variable Global Mirabaud-Sustainable Global Focus Fund y Mirabaud- Sustainable Global High Dividend Fund han obtenido el sello ISR (Inversión Socialmente Responsable) concedida por el Ministerio de Economía, Finanzas e Industria de Francia, su creador y quien se encarga de fomentar su utilización.

Geneva/London 12 January 2020. Mirabaud Asset Management’s analysis points to a solid outlook for the global economy in 2021. Our cautiously optimistic forecasts suggest that, although growth will be uneven, global economic activity will expand by 5%, aided by fading social distancing measures, easy monetary policy as well as ongoing – though more gradual – fiscal stimulus. Output gaps will remain negative in 2021 in many countries, while elevated unemployment – as well as sovereign and private debt – levels remain key challenges.

While many will remember 2020 as an annus horribilis, the large-scale roll-out of vaccines will put the global economy back on the growth track in 2021. Aside from its health consequences, the Covid-19 pandemic has shaken up our lifestyles, consumption habits and social relationships. It has also raised questions about how our democracies work and brought whole swathes of the economy and culture to their knees.

Ginebra e Zúrich, 15 de diciembre de 2020 – Mirabaud Asset Management, la división de inversión del Grupo Mirabaud, entidad independiente de gestión patrimonial y de activos fundada en 1819, ha reforzado su equipo de gestión con la contratación de Jérôme Paganini como director de Ventas para Suiza.

We are exceptionally optimistic about stock picking opportunity given the rich mix of events at aggregate levels and issues at idiosyncratic or individual levels: in effect the ‘top down and bottom-up’ mix is hugely supportive for stock performance which, in our opinion, sums to the effect that we are in a bull market.

Paris, 1 de diciembre de 2020 – Mirabaud Asset Management, la división de inversión del Grupo Mirabaud, entidad independiente de gestión patrimonial y de activos establecida en 1819, ha completado, en colaboración con David Wertheimer, el primer cierre del vehículo de Private Equity, Mirabaud Lifestyle Impact & Innovation.

There are still two clearly defined schools of thought – more normality in 2021 with the vaccine news and concerns about the efficacy of vaccine distribution and the impact this will have on global economies. Andrew Lake gives his insight into how this impacts fixed income markets as we approach the end of 2020.

Zúrich, 24 de noviembre de 2020 – Mirabaud Asset Management ha reforzado aún más su capacidad en materia de renta variable suiza con la incorporación del experimentado inversor y gestor de fondos, Daniele Scilingo.

Read our Multi-Asset team’s insight into positioning Multi-Asset strategies in the new normal, where they outline their cautious yet optimistic approach and what the recent vaccine announcements mean for equities.

The post-Covid world had the three upside catalysts for UK equities - resolutions to the US presidential election, Brexit’s final resolution, and an end to Covid. These headwinds will soon disappear. Find out what this means for UK Equity investing going forwards.

The recent vaccine news is very positive and 2021 could be a solid year for some parts of fixed income, especially in areas such as the fallen angels. However, quality in this environment remains key. Andrew Lake provides weekly insight into global fixed income markets.

US Presidential Election - certainty is good but all eyes are now on the Senate. Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.