Noticias

With the continuing war in Ukraine, combined with the new wave of Covid infections in China, the world economy is faced with rising commodity prices and increasing supply-chain difficulties.

We have reclassified our “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the transition to carbon neutrality, but alongside this there are other key areas of the transition, which will represent a significant tailwind for those companies exposed to them.

Today, we’ll be focused predominantly on inflation and the central banks’ reaction function. First, let’s not forget that the COVID response resulted in huge debt burdens for most countries. This will be an important part of the discussion by central banks given the consequences for balance sheet financing of a too aggressive approach to fighting inflation. 

Ginebra, 24 de marzo de 2022 – Chabi Nouri se une a la divisi n de Private Equity de Mirabaud Asset Management como Private Equity Partner y cogestora del  rea Private Equity Lifestyle junto a David Wertheimer, Private Equity Partner y gestor de la estrategia Mirabaud Lifestyle Impact & Innovation.

With new waves of regulation coming through and stakeholder pressure building around climate change, temperature alignment and long-term business strategies to address these issues remain leading priorities for investors. The COP26 summit reaffirmed how much reducing greenhouse gas emissions is pivotal to keep temperature increases below 2°C.

We entered 2022 expecting some headwinds around inflation, a few interest rate rises in the US, and slowly easing supply chain blockages. And COVID would be a distant memory….or at least endemic. I often sit here as an apologist for Fixed Income (it is my job after all!) given the low and/or negative yields on offer, but despite the headwinds of inflation and slowing economic activity, I believe we are beginning to see the resurgence of the next Fixed Income mini cycle. Whether it is duration or credit is too early to tell at this point.

An in-depth view of monthly fund performances across our traditional & alternative fund range.

An summarised view of monthly fund performances across our traditional & alternative fund range.

At a time when there was already a great deal of uncertainty about central bank monetary policies, Russia’s invasion of Ukraine has led to greater volatility since February.

14th March 2022, Mirabaud – Discovery ex-UK strategy announced as a finalist at the Fund Manager of the Year Awards 2022

3rd March 2022, Mirabaud UK High Alpha Strategy wins 2022 Lipper Fund Award Switzerland

An in-depth view of monthly fund performances across our traditional & alternative fund range.

An summarised view of monthly fund performances across our traditional & alternative fund range.

The world economy is slowing because of mobility restrictions and inflation remains high.

Mirabaud Asset Management is proud to join the Net Zero Asset Managers Initiative, committing to support the goal of net zero greenhouse gas emissions by 2050 or sooner. As signatories to the initiative, we also commit to set interim targets consistent with a fair share of the 50% global reduction in greenhouse gas emissions by 2030.

Z rich, 3 de febrero de 2022 – Jan Widmer se ha unido al equipo de renta variable suiza como gestor de carteras de Mirabaud Asset Management (MAM), gestora de activos europea centrada en la inversi n de alta convicci n e impulsora de la sostenibilidad activa.

Judging by Covid-19 case numbers in South Africa and the UK resulting from the Omicron variant, the current wave of infections in Europe and the US could soon peak.