Opiniones y Análisis

Unloved and undervalued: Not for much longer?

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.

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Comunicados de prensa

LA RENTA VARIABLE GLOBAL DE MIRABAUD ASSET MANAGEMENT SIGUE SUMANDO SELLOS SRI

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.

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Comunicados de prensa

THE FOUR MAIN TRENDS FOR 2021, THE YEAR IN WHICH GLOBAL ECONOMY WILL SURPASS COVID-19

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.

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Opiniones y Análisis

2020 review and 2021 outlook

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.

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Publicaciones

Comunicados de prensa

MIRABAUD ASSET MANAGEMENT REFUERZA SU CAPACIDAD DE VENTAS EN SUIZA

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.

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Publicaciones

Opiniones y Análisis

Reasons to be Cheerful

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.

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Comunicados de prensa

MIRABAUD LIFESTYLE IMPACT & INNOVATION SUPERA LAS EXPECTATIVAS DE CAPTACIÓN EN SU PRIMER CIERRE

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.

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Opiniones y Análisis

Two schools of thought continue

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.

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Comunicados de prensa

MIRABAUD ASSET MANAGEMENT: EL EQUIPO DE RENTA VARIABLE SUIZA SE PREPARA PARA ENTREGAR LA BATUTA AL NUEVO DIRECTOR

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.

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Opiniones y Análisis

The New Normal

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.

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Opiniones y Análisis

Game changers for UK 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.

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Opiniones y Análisis

Is there light at the end of the tunnel?

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.

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Publicaciones

Publicaciones

Opiniones y Análisis

A roller coaster week

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.

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Opiniones y Análisis

THE VALUE IN EUROPEAN CONVERTIBLES

Standing strong: Is there value in European convertibles? Renaud Martin and Célia Levy discuss the resilience of European convertibles during the pandemic and the rising activity in the primary market, which is driving new and diversified opportunities.

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Opiniones y Análisis

The rocky road to election victory

The ‘Blue Wave’ is not coming and it looks increasingly likely that the US Congress will remain split. What next? Andrew Lake, Head of Global Fixed Income, outlines what this means in navigating global fixed income.

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Opiniones y Análisis

Lockdowns and the US Election

Lockdowns are looming and the US Presidential Election is upon us. Andrew Lake, Head of Fixed Income, covers what this means for fixed income markets, the importance of the ‘blue wave’ in the US and why control of the senate is critical.

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