Opiniones y Análisis

The ‘Blue Wave’

Fixed income markets are pricing in a ‘blue wave’ during the November US Presidential Election. What does this mean for Treasuries and other assets? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Orienting a 360-degree view of UK companies

Navigating sustainable investing in UK equities is more than ESG. Climate change factors pose real long-term risks to companies, industries and countries in which they operate. Discover how we think differently here.

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Opiniones y Análisis

A disconnect

Global Fixed Income: How long will the disconnect be between the economic reality and financial markets? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Opiniones y Análisis

What’s in store for the UK post-Covid?

Navigating the right path in a post-Covid world. Find out why we think a two tier UK economy, led by the 'digitals' and 'home services', coupled with highly attractive valuations, will lead to strong opportunities regardless of the Brexit outcome.

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Opiniones y Análisis

What’s driving Emerging Market Equities?

Technology leadership, 5G and lifting the masses: Find out how we are leveraging these key themes across Emerging Market equities.

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Opiniones y Análisis

European Discovery

Home comforts: Find out how our European equity team are harnessing the stay at home theme.

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Opiniones y Análisis

Winter is coming

A slight market shiver as winter begins: The fixed income technicals are fine – what are the downside risks? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Opiniones y Análisis

Maximising convexity in global convertibles

Mirabaud Asset Management’s dedicated convertible bond team discusses why sustainable investing in convertibles helps to support convexity.

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Momentum, momentum, momentum

Momentum in fixed income markets has been positive and investors are more comfortable with taking risk. What should we be worried about? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Opiniones y Análisis

Global Equities: Focused, Thematic and ESG

Find out why stay at home winners and quality recovery are key to generating uncorrelated sources of return in global equities to maximise diversification and manage risk. Anu Narula, Head of Global Equities, talks about key areas for the Mirabaud – Sustainable Focus Fund.

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Opiniones y Análisis

Creating Balance in Convertibles

Convertibles create the opportunity to maximise convexity - capturing market upside and limiting market downside. Our dedicated Convertibles Team talks about why we believe quality cyclicals and semiconductor companies are key to maximising convexity. In this update, Nicolas Crémieux, Senior Portfolio Manager and Célia Levy, Portfolio Manager, discuss the merits and positioning of our European and Global convertible strategies.  

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Opiniones y Análisis

All Change in Global Fixed Income

Find out why we believe credit will outperform duration and why it's Europe's time. Andrew Lake, Head of Global Fixed Income, provides perspective on duration and Europe.

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Opiniones y Análisis

Mirabaud - Global Short Duration

Looking for short duration? Find out why a global approach to short duration provides more opportunity and flexibility. Andrew Lake, Head of Global Fixed Income, talks about the value in global short duration strategies and the Mirabaud – Global Short Duration Fund.

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Opiniones y Análisis

The Road Ahead

Many headwinds continue in fixed income markets and we are in the lower liquidity and activity summer months. We share our views on what's next - learn more here. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

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Dividends: It's all over - or is it?

Dividends are coming under increasing pressure as a result of Covid. Find out why we believe that the dividend outlook remains positive.

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Opiniones y Análisis

Swiss Small and Mid Cap Equities Update

Find out why we continue to remain positive for Swiss small-and mid-cap stocks and why the second half of 2020 is likely to be more positive for company earnings than the first half of this year.

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Opiniones y Análisis

The summer lull!

Summer Lull: as the US congress readies for recess, seeking agreement on extending the current fiscal package or introducing a new one is critical as US employment gains stall. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

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Opiniones y Análisis

Off to the races

The US Federal Reserve can lower rates to zero and engage in other activities, such as yield curve control, but that isn’t going to save private sector balance sheets or employment. Agreeing additional fiscal support quickly, and before the Senate enters summer recess is vital. Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets.

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Opiniones y Análisis

Finding resilient winners in UK equities

Our role is to identify UK businesses that are going to be resilient through this crisis. We look at active, high conviction stock picking and how we place a value on companies in such an extreme environment. Brexit and ESG are additional key considerations. David Kneale, Head of UK Equities at Mirabaud Asset Management.

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Opiniones y Análisis

Please sir, can I have some more?

All eyes are now on the central banks and especially their ability to push through further stimulus packages. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

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