Dernières actualités
Views and Analysis
Who's afraid of Big Bad Inflation? View from the Fixed Income Desk.
From recent market moves it would seem that the market has downgraded inflation from Big Bad Wolf, to Little Red Riding Hood. It has been an amazing few days post the 75bps move by the Federal Reserve last week. One comment from Fed Chair Jerome Powell – and we will come onto that in a second – and financial conditions have eased, all markets have rallied in tandem and have begun to price in a slowdown in both growth and inflation followed by an interest rate cut in short order. In keeping with the fairy tale theme, this would be the Goldilocks scenario…We have the Fed pivot, I hear you cry!
Press Releases
MIRABAUD ASSET MANAGEMENT FURTHER STRENGTHENS UK WHOLESALE CAPABILITY
London, 13 July 2022 – Mirabaud Asset Management has hired Elliot Fowles to join their UK Wholesale team, further strengthening their presence and commitment to the UK market.
Fixed Income
The Tectonic Tussle. View from the Fixed Income Desk.
The tectonic tussle for supremacy in investors’ psyche continues apace. It seems almost every week we race from the doom and gloom of recessionary fears, to the doom and gloom of inflation. Treasury bond volatility has increased as we race from one extreme to another.
Views and Analysis
The opportunities in Asia
China’s economic growth in 2022 has been impacted by the global supply chain, impacts of the Russian invasion of Ukraine, as well as domestic COVID lockdowns, most notably in Shanghai. However, it continues to face far less inflationary pressure compared to the west and is the only major economy currently easing policy, both monetary and fiscal.
Publications
Intrepid has been acquired by Ascential
We are delighted to announce the sale of Intrepid to Ascential. Intrepid provides e-commerce operations optimisation, digital marketing and technology services to large enterprise customers, helping them improve their sales and marketing performance on South East Asian (SEA) e-commerce marketplaces.
Views and Analysis
A HURRICANE OR A STORM IN A TEACUP? VIEW FROM THE FIXED INCOME DESK.
Friday’s Consumer Price Index (CPI) number was unexpectedly strong and caused markets to fall dramatically as inflation (and stagflation) fears moved once again to the front of investors’ minds. In addition, the European Central Bank (ECB) has finally joined the hawkish club, which re-priced European bonds dramatically this week. Subsequent pronouncements of a 25bps hike in July seem to put the ECB behind the curve and Bunds have sold off in response.
Views and Analysis
Mirabaud Equity Theme - PLATFORM COMPANIES
As more digital services are developed and offered, and as the platform’s users become more tied in, this creates a virtuous circle, creating significant opportunities for platform companies to grow. They can transform entire industries and scale vertically and horizontally by improving existing services or entering new service areas. More crucially, in the last couple of years, platform companies have helped reshape the global economy and changed how we collectively work and live.
Press Releases
Mirabaud Patrimoine Vivant and Mirabaud Lifestyle Impact and Innovation take a minority stake in French Luxury brand Fusalp
Paris May 2022 – Two of Mirabaud Asset Management’s private equity funds have taken a joint stake in Fusalp, a French skiwear brand.
Press Releases
Liisa Juntunen Rejoint Mirabaud Asset Management Et Prend La Tête De La Direction De La Distribution
Londres, le 30 mai 2022 – Mirabaud Asset Management annonce confier à Liisa Juntunen la responsabilité des activités de distribution sur l’ensemble de ses marchés et poursuit la mise en oeuvre de sa stratégie de développement.
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
Les Etats-Unis n’ont pas échappé à la récession technique durant le premier semestre. L’Europe prend elle aussi le chemin de la récession au vu de la détérioration des indicateurs de confiance publiés en juillet.
Our decarbonisation theme shows how renewable energy solutions plays critical role in the energy transition!… https://t.co/8BB1RckgCV
From Fly Niki to one of Austria’s most successful businesses. Discover the story of the Austrian catering company D… https://t.co/pPQ4NVEsaV
We are so pleased to be a part of this fantastic campaign! Our CEO and managing partner, Lionel Aeschlimann share s… https://t.co/2p0rDvFHIR
We’re so pleased to be part of @Cityhive’s #Fearlesswoman campaign!
Fatima Luis, one of our senior fixed income man… https://t.co/0EadMdqDto
Just as baby boomers did, millennials will one day rule the world. How can portfolios be positioned to take advanta… https://t.co/8grQh2qee6
Is it crunch time for thematic investment? Anu Narula joins fellow thematic investors David Docherty, Rachel Winter… https://t.co/mlBuNGzAFl
Where can the opportunities in Asia be found today? Insights by Charles Walsh from across the region, to see why we… https://t.co/Pd4xSio9F8
Last night we joined industry peers at the CASCAID Charity Gala dinner. This year the charity is hoping to raise £1… https://t.co/6mBytw5ilD
Delighted to share that Intrepid has been acquired by Ascential, a global leader in information, data and e-commerc… https://t.co/QrUrwFhtUm
Platform companies have become crucial in reshaping the global economy and changed how we collectively work and liv… https://t.co/xBUs9ETxwb
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.