Opiniones y Análisis

Staying in focus

Euphoria in global fixed income markets one minute to gloom the next! Should we be worried? Read Andrew Lake’s latest insight here

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MIRABAUD ASSET MANAGEMENT RECEIVES TWO ‘BLOCKBUSTER’ FUND RATINGS FROM FUNDSPEOPLE

Congratulations to our Global Equity team and Fixed Income team for obtaining the Blockbuster rating from FundsPeople Italia for the Mirabaud – Sustainable Global Focus Fund and the Mirabaud – Global Strategic Bond Fund. This rating is awarded to funds that, as of Dec 31 2020, recorded assets in Italy greater than or equal to 200m Euros.

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Opiniones y Análisis

Which direction?

Much like the container ship in the Suez Canal, the financial markets – for the most part – have been fairly immovable of late both in the face of several conflicting themes – hope, better data, a “third wave” of the virus in Europe and a fairly haphazard global campaign of vaccination. The likelihood is that the second quarter will be much more positive for a number of reasons. Andrew Lake explains more.

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Opiniones y Análisis

Groundhog day

Here we go again: Europe is experiencing more lockdowns. We are seeing some signs of a resurgence of the virus in certain states across the US. What does this mean to the economic growth prospects across each region? Andrew Lake explains more.

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Opiniones y Análisis

A brief holding pattern

Fixed income markets remain in a holding pattern. Meanwhile, the prospect of rising economic growth with stimulus is creating anxiety about inflation. Should we be worried?

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Comunicados de prensa

MIRABAUD ASSET MANAGEMENT REFUERZA SU EQUIPO DE RENTA FIJA

París y Londres, a 11 de marzo de 2021 – Mirabaud Asset Management, la división de inversión del Grupo Mirabaud, ha reforzado su equipo de Renta Fija con el ascenso de Nicolas Cremieux a codirector del equipo de Bonos Convertibles y el nombramiento de Al Cattermole como gestor adjunto de carteras de los fondos Mirabaud – Global High Yield Bonds y Mirabaud – Global Short Duration.

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Opiniones y Análisis

HIGHER YIELDS, HIGHER GROWTH...THAT'S OK ISN'T IT?

It has been a rollercoaster of a ride for US Treasuries recently. Where next? Andrew Lake shares his insight into the week’s events in fixed income markets.

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Opiniones y Análisis

Reflation? Taper tantrum?

The main subject of interest in fixed income markets is the reflationary argument. What is the impact and should we be concerned about rising inflation and interest rates?

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Opiniones y Análisis

Impressive start to February

An impressive start to February in global fixed income markets. Are financial markets over-extended? Andrew Lake provides his insight into inflation, bubbles and the US dollar.

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Opiniones y Análisis

Anu Narula, Head of Global Equities and Paul Middleton, portfolio manager, outline their themes for 2021

Themes for 2021: Our global equities team has identified nine broad themes that position companies to take advantage of transformative, long-term trends. We’ve summarised them here.

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MIRABAUD ASSET MANAGEMENT FORMALIZA LA ADQUISICIÓN DE UNA PLATAFORMA LOGÍSTICA EN ESTADOS UNIDOS

Ginebra, 3 de febrero de 2021 – Mirabaud Asset Management ha realizado, con la asesoría de EXAN Group, la adquisición y gestión de unas instalaciones logísticas ubicadas en Houston (Texas), en la actualidad arrendadas a una reconocida compañía de comercio electrónico. EXAN ha asesorado en la transacción a una sociedad de gestión de propiedades inmobiliarias comerciales e institucionales estructurada por Mirabaud Asset Management para sus clientes internacionales. La plataforma ha sido adquirida por 108 millones de dólares a Duke Realty Corp. con sede en Indiana.

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Opiniones y Análisis

How bad is it?

Where next? Despite stronger economic data, markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed income markets over the next few weeks? And does the outlook for 2021 remain positive?

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Opiniones y Análisis

2021 – the year of convertibles

2021 – the year of convertibles. Why is inflation, new issuance and valuation good for global convertibles this year? Find out more here from Nicolas Cremieux.

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Opiniones y Análisis

Here we go again

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?

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