Opiniones y Análisis

The ‘Blue Wave’

Fixed income markets are pricing in a ‘blue wave’ during the November US Presidential Election. What does this mean for Treasuries and other assets? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Publicaciones

Opiniones y Análisis

Orienting a 360-degree view of UK companies

Navigating sustainable investing in UK equities is more than ESG. Climate change factors pose real long-term risks to companies, industries and countries in which they operate. Discover how we think differently here.

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Publicaciones

Opiniones y Análisis

A disconnect

Global Fixed Income: How long will the disconnect be between the economic reality and financial markets? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Opiniones y Análisis

What’s in store for the UK post-Covid?

Navigating the right path in a post-Covid world. Find out why we think a two tier UK economy, led by the 'digitals' and 'home services', coupled with highly attractive valuations, will lead to strong opportunities regardless of the Brexit outcome.

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Comunicados de prensa

MIRABAUD ASSET MANAGEMENT REFUERZA SU EQUIPO DE INVERSIÓN CON EL FICHAJE DE DOS ANALISTAS SENIOR

Londres, 6 de octubre de 2020 – Mirabaud Asset Management, la división de inversión del Grupo Mirabaud, anuncia el refuerzo de sus ya consolidadas capacidades con la incorporación de dos analistas sénior.

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Opiniones y Análisis

What’s driving Emerging Market Equities?

Technology leadership, 5G and lifting the masses: Find out how we are leveraging these key themes across Emerging Market equities.

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Opiniones y Análisis

European Discovery

Home comforts: Find out how our European equity team are harnessing the stay at home theme.

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Comunicados de prensa

EL VEHÍCULO DE CAPITAL PRIVADO DE MIRABAUD ASSET MANAGEMENT SE INCORPORA AL CAPITAL DEL GRUPO ALAIN DUCASSE

París, 30 de septiembre de 2020 – Mirabaud Asset Management anuncia que su fondo Mirabaud Patrimoine Vivant se incorpora al capital del Grupo Alain Ducasse, paradigma del Olimpo culinario y del arte francés del buen vivir, con una trayectoria de más de treinta años.

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Opiniones y Análisis

Winter is coming

A slight market shiver as winter begins: The fixed income technicals are fine – what are the downside risks? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Vídeos

FED's monetary policy meeting

Valentin Bissat casts a light on macro economic data and central banks' decisions in this Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

Opiniones y Análisis

Maximising convexity in global convertibles

Mirabaud Asset Management’s dedicated convertible bond team discusses why sustainable investing in convertibles helps to support convexity.

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Opiniones y Análisis

Momentum, momentum, momentum

Momentum in fixed income markets has been positive and investors are more comfortable with taking risk. What should we be worried about? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Opiniones y Análisis

Global Equities: Focused, Thematic and ESG

Find out why stay at home winners and quality recovery are key to generating uncorrelated sources of return in global equities to maximise diversification and manage risk. Anu Narula, Head of Global Equities, talks about key areas for the Mirabaud – Sustainable Focus Fund.

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Vídeos

Chinese recovery

Marie Thibout casts a light on macro economic data and central banks' decisions in this Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

Publicaciones

Publicaciones

Opiniones y Análisis

Creating Balance in Convertibles

Convertibles create the opportunity to maximise convexity - capturing market upside and limiting market downside. Our dedicated Convertibles Team talks about why we believe quality cyclicals and semiconductor companies are key to maximising convexity. In this update, Nicolas Crémieux, Senior Portfolio Manager and Célia Levy, Portfolio Manager, discuss the merits and positioning of our European and Global convertible strategies.  

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