Noticias
Publicaciones
My Switzerland
Global growth will continue to slow, but will remain above its long-run potential rate in late 2021 and early 2022.
Opiniones y Análisis
Beyond net zero: meeting the challenge of COP 26 by understanding adaptation, attribution and science
As the UK prepares to host the COP 26 UN conference on climate change, Mirabaud Asset Management’s Head of UK Equities David Kneale reviews the additional measures investors must take to integrate the challenges of climate change.
Opiniones y Análisis
Do markets face an autumn surprise?
Mirabaud Asset Management’s Head of Fixed Income Andrew Lake gives his review of the situation as we head into the fourth quarter
Opiniones y Análisis
What’s the investment case for Germany?
As Germany changes its political leadership, Mirabaud Asset Management’s Hywel Franklin and Trevor Fitzgerald take stock of the country’s investment outlook.
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.
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.
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.
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?
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.
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
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.
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.
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.
How are Millennial consumers driving growth? Our team explore one of their nine themes and outline what’s deliverin… https://t.co/3mIIAb3FS7
13 Questions with Hywel Franklin…read about his views on his investment strategy, role models, views on crypto and… https://t.co/7EIDvHrKfC
Responsible and sustainable investing is at the core of what we do, which is why we are delighted to announce that… https://t.co/307CRtKdCX
Today we are joined by 80+ delegates from family offices, high net worth wealth managers and private banks at the 4… https://t.co/Tw5gKEDAYn
What does sustainability mean to you? Paul Middleton, Global Equity Portfolio manager at Mirabaud Asset Management,… https://t.co/zrsqrivms6
We’re delighted to announce the closing of our Mirabaud Grand Paris strategy, after having raised over €150m, it is… https://t.co/t1ocg1MIke
We are excited to announce that we have become a member of @Investeurope, representing Private Equity, Venture Capi… https://t.co/CYdWD2ox5X
Great to see Andrew Lake, our Head of Fixed Income, on CNBC this morning discussing his views on the current fixed… https://t.co/TFmcQCeZ6u
We have reclassified the “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the t… https://t.co/yM9yunvTzB
We have moved from a world with no inflation. Where next? With most Developed and Emerging Market countries now in… https://t.co/5BptEDjHUV