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Mirabaud Discovery Stories - Nederman

In this Discovery story, Hywel Franklin (Head of European Equities) introduces us to innovator Philip Nederman and tells the tale of how he came through the adversity of World War II to create a solution to the problem of dirty air in welding workshops – becoming an industry leader in industrial filtration systems.

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Mirabaud Equities Theme - Decarbonisation

John Kisenyi, talks about the investment opportunities of solution providers with leading technologies within the Decarbonisation theme. How renewable energy solutions play a critical role in the energy transition.

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Meet the Manager: Paul Middleton, Global Equity Portfolio Manager

Paul talks about how important sustainability is to him and his family. Recycling debris that washes up on the coastline and turning it into art, to Sundays by the river where Paul’s children use their own initiative to collect litter are just some of the examples in how his family are making an impact.

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Meet the Manager: Hywel Franklin, Head of European Equities

Meet the Manager: Hywel speaks about his personal experiences of climate change when visiting the ‘Mer De Glace’ glacier in Chamonix, France.

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Meet the Manager: Trevor Fitzgerald, European Equities Fund Manager

Meet the Manager: Trevor talks about the day the bank manager came to his school and gave a talk about compound interest.

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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.

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Mirabaud Global Climate Bond Fund - Transition

Andrew Lake outlines the importance of decarbonisation as companies move to net-zero approach to tracking progress with bond issuers.

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Mirabaud Global Climate Bond Fund - Hybrid Approach

It's not sufficient alone to have green bonds in a climate-related fixed income portfolio, or transition bonds on their own. You need a combination of the two.

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Mirabaud Global Climate Bond Fund - Engagement

Andrew Lake discusses the robust engagement framework for the Global Climate Bond strategy and outlines our three clear goals.

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Why does the composition of convertible bond benchmarks matter?

The Refintiv Global Focus Convertible Bond Index is by far the most widely used benchmark, as it is available in hedged versions against major currencies and It follows selection criteria for liquidity and size, as well as rules for price and conversion premium.

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How big and diversified is the overall market?

Due to the pandemic-driven issuance boom, the global market capitalisation of the convertible universe has reached a market value of about $500bn, with over one thousand issues – each with an approximate average size of $500m.

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Why is a large proportion of the convertible bond universe not rated?

Convertible bonds add credit diversification as about two-thirds of issues are currently not rated by S&P or Moody’s.

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Why do companies issue convertible debt?

Convertible issuers are diverse - from fast-growing small-cap to mature large-cap corporations. Companies may choose to issue convertible securities over shares or bonds for 5 reasons.

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Why is Convexity important?

The amount by which the value of the convertible can decrease is limited by the bond value, while the amount by which value can increase is potentially unlimited.

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What is a balanced profile?

The attributes of an individual convertible can change over time, making it more stock-like or more bond-like, allowing investors to take a variety of positions, depending on the strategy deployed.

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Why is delta a useful measure?

The delta, which scales between 0 and 100%, captures the change in the price of the convertible bond, for a percentage move in the underlying share price.

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What is a convertible and why this asset class can’t they be replicated by holding a portfolio of bonds and equities?

A convertible bond is a debt that pays a coupon, it has a maturity date and includes an option to buy the shares at a premium to the current price.

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What are the five key tailwinds supporting convertibles in 2021?

In this video Nicolas outlines the five key tailwinds for 2021, covering Convexity, the pick-up, duration protection, volatility and the strength of the primary market.

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