Publicaciones

Opiniones y Análisis

Does ESG drive sustainable dividends?

We believe there is an increasingly clear relationship between companies’ approaches to managing ESG risks and the long-term sustainability of their dividend distributions. Paul Middleton, Portfolio Manager on Mirabaud’s Sustainable Global High Dividend Fund, explores this relationship.

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Comunicados de prensa

Mirabaud refuerza su equipo en Londres con el nombramiento del director de ventas mayoristas en el reino unido y la incorporación de dos reconocidos expertos en inversión

Londres, 21 de septiembre de 2021 – Mirabaud Asset Management (“Mirabaud”), la división de inversión del Grupo Mirabaud, entidad independiente de gestión patrimonial y de activos establecida en 1819, ha reforzado su equipo de gestión de relaciones con clientes en el Reino Unido con la incorporación de Benjamin Carter como director de ventas mayoristas. Mirabaud también da la bienvenida a la entidad a Michael Wang y Elena Bignami. Wang se incorpora al equipo de renta variable de mercados emergentes globales (GEM) como analista sénior, bajo la dirección de Charles Walsh en las estrategias de renta variable de GEM y Asia (excluido Japón). Por su parte, Bignami se une al equipo de inversión responsable como analista de ESG.

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Opiniones y Análisis

Seeking the signal and ignoring the noise: the importance of a defined thematic strategy

Mirabaud’s Anu Narula takes stock after an unusual summer for equity markets.

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Opiniones y Análisis

Big brother takes a tumble? China’s turbulent year continues

2021 has seen an uptick in the Chinese government making market-moving political interventions. Are these the symptoms of an overconfident regime, or is the Communist Party laying the foundations for a decade of continued growth – and what does this mean for emerging market bond funds?

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Publicaciones

Publicaciones

Opiniones y Análisis

As the IPCC publishes gloomy report, this is the route to net zero

Rain in London in August, wildfires in Greece and Italy, floods in Bangladesh: can anyone still really deny that global warming is at a crisis point? The role of human influence on the climate system is undisputed. That’s the stark message from the IPCC report on climate change published earlier this week.

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Opiniones y Análisis

EasyJet: a Global Climate Bond framework case study

Examining how Mirabaud Asset Management’s Climate Bond team evaluates bond issuers’ climate policies

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Vídeos

Global Focus Fund - Recap of Fund Traits

Anu Narula, recaps on key drivers for the Global Focus strategy as we move into the second half of 2021.

Comunicados de prensa

MIRABAUD LIFESTYLE IMPACT & INNOVATION CIERRA SUS PRIMERAS INVERSIONES Y CONTINÚA RECAUDANDO FONDOS

París, 29 de julio de 2021. Mirabaud Asset Management, la división de inversión del Grupo Mirabaud, entidad independiente de gestión patrimonial y de activos establecida en 1819, ha realizado las primeras inversiones de su vehículo de capital privado Mirabaud Lifestyle Impact & Innovation. Tras el exitoso primer cierre con una inversión de 56 millones de euros en noviembre de 2020, que atrajo a inversores de toda Europa, América Latina, Oriente Medio y Asia, está previsto que el vehículo lleve a cabo su segundo cierre en las próximas semanas, mientras su cierre final se contempla que se produzca hacia finales de año.

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Publicaciones

Publicaciones

Comunicados de prensa

Haussmann wins a HFM European Performance Award

July/August 2021, Mirabaud Asset Management’s long running Fund of Hedge Fund strategy, Haussmann, has received the HFM Award as the Best Fund of Hedge Funds Long-Term Performance 5 years.

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Opiniones y Análisis

The rising risk of inflation: Is it real?

We asked our investment collective for their views on longer-term inflationary risks. What’s clear is that this environment will most likely suit nimble investors that can make active, high conviction decisions as they navigate the road ahead.

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Opiniones y Análisis

finding a balance between opportunity, liquidity and volatility

We believe that blended Emerging Market debt strategies offer distinct advantages in finding a balance between opportunity, liquidity and volatility. Furthermore, our approach towards liquidity has given us the flexibility to be highly nimble in positioning the Fund quickly and effectively if market events change.

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Opiniones y Análisis

The Global Climate Bond Framework - Case Study

The Global Climate Bond team use a framework to identify those issuers that have clear goals in reducing their greenhouse gas emissions in line with the targets set out in the Paris Agreement. Our focus is to seek issuers that can make significant reductions to the emissions they produce, which means we invest in some of the higher-emitting sectors. Engagement then becomes key.

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Opiniones y Análisis

What’s happening with US Treasuries?

Andrew Lake, Head of Fixed Income, focuses on the moves in the US Treasury market

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Opiniones y Análisis

Halfway Point 2021, it is a good time to take stock

We have reached the halfway point of 2021, and it is a good time to take stock of where we are and where we might be going. As the recently departed Donald Rumsfeld said “there are known unknowns and also unknown unknowns”.

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Opiniones y Análisis

Mirabaud Convertible Bonds Europe Fund has a fully integrated ESG approach

The Mirabaud Convertible Bonds Europe Fund has a fully integrated ESG approach as part of its process. It has recently been awarded the SRI label by the French Ministry of Finance. Despite some recent headwinds, especially in areas like the ‘stay at home’ names, a number of positive factors still remain to make the European Convertibles asset class an opportunity for investors seeking to diversify risk.

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