Points de vue & Analyse

Unloved and undervalued: Not for much longer?

Prospects for UK equities appear highly favourable for 2021, generally and specifically so. Generally, macro-economic policy is unprecedentedly supportive for financial assets, with returns potential highest amongst equites where free cash flow growth is theoretically worth relatively more than ever before, hence equities are an attractive asset class and arguably the asset class of choice.

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Communiqués de presse

MIRABAUD ASSET MANAGEMENT SE VOIT DÉCERNER LE LABEL ISR POUR SES SOLUTIONS D’INVESTISSEMENT EN ACTIONS INTERNATIONALES

Paris, le 14 janvier 2021 – Mirabaud Asset Management annonce avoir reçu le label ISR pour ses deux solutions d’investissement en actions internationales : Mirabaud - Sustainable Global Focus Fund et Mirabaud – Sustainable Global High Dividend Fund.

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Communiqués de presse

LES QUATRE PRINCIPALES TENDANCES POUR 2021, L’ANNÉE OÙ L’ÉCONOMIE MONDIALE TENTERA DE SURMONTER LE COVID-19

Genève, le 12 janvier 2021 – L’analyse de Mirabaud Asset Management indique de solides perspectives pour l’économie mondiale en 2021 Nos prévisions, prudemment optimistes, indiquent que, bien que la croissance soit inégale et que le chômage demeurera élevé dans de nombreux pays, l’activité économique mondiale devrait augmenter de 5 %. Cette croissance sera favorisée par l’atténuation des mesures d’éloignement social, une politique monétaire souple ainsi qu’une relance budgétaire continue - bien que plus progressive. Les écarts de production resteront négatifs en 2021 dans de nombreux pays, tandis que les niveaux élevés de chômage - ainsi que les dettes souveraines et privées - demeurent des défis majeurs.

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Points de vue & Analyse

2020 review and 2021 outlook

While many will remember 2020 as an annus horribilis, the large-scale roll-out of vaccines will put the global economy back on the growth track in 2021. Aside from its health consequences, the Covid-19 pandemic has shaken up our lifestyles, consumption habits and social relationships. It has also raised questions about how our democracies work and brought whole swathes of the economy and culture to their knees.

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Publications

Communiqués de presse

MIRABAUD ASSET MANAGEMENT RENFORCE SON ÉQUIPE COMMERCIALE EN SUISSE

Genève et Zurich, le 15 décembre 2020 – Mirabaud Asset Management, la branche investissement du Groupe Mirabaud (groupe indépendant de gestion de patrimoine et d’actifs fondé en 1819), renforce sa force de vente en Suisse avec le recrutement de Jérôme Paganini en tant que Directeur commercial pour la Suisse.

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Publications

Points de vue & Analyse

Reasons to be Cheerful

We are exceptionally optimistic about stock picking opportunity given the rich mix of events at aggregate levels and issues at idiosyncratic or individual levels: in effect the ‘top down and bottom-up’ mix is hugely supportive for stock performance which, in our opinion, sums to the effect that we are in a bull market.

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Communiqués de presse

LE VÉHICULE MIRABAUD LIFESTYLE IMPACT & INNOVATION DÉPASSE SON OBJECTIF LORS DE SA PREMIÈRE LEVÉE DE FONDS

Paris, le 1er décembre – Mirabaud Asset Management, en partenariat avec David Wertheimer a réalisé la première levée de fonds de son véhicule de Private Equity, Mirabaud Lifestyle Impact & Innovation.

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Points de vue & Analyse

Two schools of thought continue

There are still two clearly defined schools of thought – more normality in 2021 with the vaccine news and concerns about the efficacy of vaccine distribution and the impact this will have on global economies. Andrew Lake gives his insight into how this impacts fixed income markets as we approach the end of 2020.

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Communiqués de presse

MIRABAUD ASSET MANAGEMENT: TRANSMISSION DU FLAMBEAU AU SEIN DE L’ÉQUIPE « SWISS EQUITY »

Zurich, le 24 novembre – Mirabaud Asset Management renforce l’équipe de Swiss Equity grâce à l’arrivée de Daniele Scilingo, un gérant de fonds expérimenté.

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Points de vue & Analyse

The New Normal

Read our Multi-Asset team’s insight into positioning Multi-Asset strategies in the new normal, where they outline their cautious yet optimistic approach and what the recent vaccine announcements mean for equities.

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Points de vue & Analyse

Game changers for UK Equities

The post-Covid world had the three upside catalysts for UK equities - resolutions to the US presidential election, Brexit’s final resolution, and an end to Covid. These headwinds will soon disappear. Find out what this means for UK Equity investing going forwards.

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Points de vue & Analyse

Is there light at the end of the tunnel?

The recent vaccine news is very positive and 2021 could be a solid year for some parts of fixed income, especially in areas such as the fallen angels. However, quality in this environment remains key. Andrew Lake provides weekly insight into global fixed income markets.

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Publications

Publications

Points de vue & Analyse

A roller coaster week

US Presidential Election - certainty is good but all eyes are now on the Senate. Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Points de vue & Analyse

THE VALUE IN EUROPEAN CONVERTIBLES

Standing strong: Is there value in European convertibles? Renaud Martin and Célia Levy discuss the resilience of European convertibles during the pandemic and the rising activity in the primary market, which is driving new and diversified opportunities.

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Points de vue & Analyse

The rocky road to election victory

The ‘Blue Wave’ is not coming and it looks increasingly likely that the US Congress will remain split. What next? Andrew Lake, Head of Global Fixed Income, outlines what this means in navigating global fixed income.

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Points de vue & Analyse

Lockdowns and the US Election

Lockdowns are looming and the US Presidential Election is upon us. Andrew Lake, Head of Fixed Income, covers what this means for fixed income markets, the importance of the ‘blue wave’ in the US and why control of the senate is critical.

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