Dernières actualités
Views and Analysis
“Paid to wait”: the new paradigm in convertible bonds
A market lag in repricing discount bonds presents an opportunity.
Fixed Income
Rethinking the role of investment grade corporates
The fixed income 40% – is now the time for investment grade corporates to take over from sovereign bonds? Senior Portfolio Manager Fatima Luis makes the case for an allocation switch-up.
Fixed Income
If the UK were a high yield bond, how would it rank?
“When we analyse high yield credits, one of the first questions we ask ourselves is: are management interests aligned with bondholders, or shareholders?” Al Cattermole outlines how to find investment potential in an uncertain environment.
Fixed Income
Positioning for the turning point
Where to position in a directionless market? Head of Fixed Income, Andrew Lake shares where he sees opportunities across the USD30 trillion bond universe.
Views and Analysis
COP27: Climate change implications for equity investors
We ask David Kneale, Head of UK Equities at Mirabaud Asset Management, what the event means for investors, how companies are responding to climate change pressures and how much real progress has been made in the race to zero.
Views and Analysis
Brazil beyond politics: 3 equity market drivers
Brazil has outperformed other emerging markets year to date. This positive momentum looks set to continue thanks to the peak in rates, attractive valuations and a recovery in earnings.
Views and Analysis
European innovators shape their own destiny
In falling markets, companies that can control prices, protect their margins and are led by dynamic management teams have the greatest chance of meeting their growth potential.
Views and Analysis
Extraordinary times in EM debt
With seven major macro challenges rocking the asset class, emerging market (EM) debt has suffered heavy outflows this year. What might happen next depends on your policy view; for investment opportunities, look to the individual, not the aggregate.
Views and Analysis
Convertibles approach optimal convexity
Equity sensitivity hit the sweet spot in September, enhancing convertibles’ asymmetric risk/reward profile despite market turbulence.
MIRABAUD SUSTAINABLE GLOBAL HIGH DIVIDEND STRATEGY
A focus on delivering sustainable and growing dividends, leveraging our multi-thematic and ESG approach to finding quality leaders
Our regular perspective on fixed income
Our active, high conviction fixed income investment team shares their regular perspectives covering Developed and Emerging Market bonds
MARCHÉ SUISSE
L’idée que les banques centrales commencent à s’éloigner des hausses de taux agressives est au coeur des attentes de marché, bien qu’un pivot vers des politiques expansives soit loin d’être d’actualité.
“Paid to wait”: the new paradigm in convertible bonds. Sector expert Nicolas Crémieux outlines the opportunity crea… https://t.co/NlAJJPCqyg
Following an indiscriminate sell-off, laser-focused, high-quality allocations are the name of the game for EM debt.… https://t.co/dKcqi3LziG
“When we analyse high yield credits, one of the first questions we ask ourselves is: are management interests align… https://t.co/qi19uhxqbm
Where to position in a directionless market? Head of Fixed Income Andrew Lake shares where he sees opportunities ac… https://t.co/ISVHbA8y9m
Those attending the @PortfAdviser South West Congress this week get to hear the latest investment insights.
Learn… https://t.co/p3uWPJulVj
Which COP27 topics matter for equity investors?
We ask David Kneale, Head of UK Equities, what the event means for… https://t.co/TAU9pVRYvt
BRAZIL: 3 factors driving equity market momentum.
#emergingmarkets#brazil#mirabaudam
For professional investors… https://t.co/7L1U2lgGMR
Hywel Franklin, Head of European Equities explains how he’s harnessing return potential in the small-cap market.… https://t.co/4cHIhJY1dC
The MondoInstitutional - MondoInvestor Pan European Forum Fund Selector is underway in Milan. Global… https://t.co/TUOPkJC40m
Congratulations to MycoWorks’ on their new collaboration with General Motors! A great development and step forward… https://t.co/rPzhVMCrS7
Nous évoluons dans un secteur où le talent ne peut être industrialisé et où les compétences, l’expertise, la responsabilité et la culture d’investissement sont beaucoup plus importantes que la taille.
Mirabaud Asset Management
Exclusivement tournée vers la gestion active, la division Asset Management de Mirabaud offre une large gamme de solutions d’investissement destinée à une clientèle institutionnelle et privée par le biais d'intermédiaires financiers dans le monde entier.
Une équipe, Une philosophie
Forte d’une centaine de collaborateurs, l’équipe de Mirabaud Asset Management compte dans ses rangs des gestionnaires parmi les plus talentueux du secteur. Cultivant un esprit entrepreneurial et collaboratif, nous défendons une gestion active étayée par de fortes convictions, alignée sur les intérêts du client et basée sur le long terme, le tout encadré par un processus de contrôle du risque rigoureux.
En quelques chiffres
Le montant des actifs sous gestion à fin décembre 2021 s’élève à 9.7 milliards CHF dont 7.6 milliards CHF investis dans des actifs traditionnels et 2.1 milliards CHF dans des placements alternatifs.
