Publications

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.

Téléchargez le PDF

Points de vue & Analyse

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!

Lire la suite

Publications

Mirabaud Funds - Monthly Performances

An in-depth view of monthly fund performances across our traditional & alternative fund range.

Téléchargez le PDF

Publications

Marché Suisse

Les risques de récession ont fortement augmenté aux États-Unis et en Europe. L’inflation a atteint de nouveaux sommets malgré la baisse de l’inflation sous-jacente, en raison de la hausse des prix de l’énergie et de l’alimentation.

Téléchargez le PDF

Communiqués de presse

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.

Lire la suite

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.

Lire la suite

Points de vue & Analyse

GROWTH NOW REASONABLY PRICED: OUR VIEWS ON POSITIONING FOR SWISS SMALL AND MID-CAP EQUITIES

Mirabaud Portfolio Manager – Swiss Equities, Thomas Jäger, discusses the current positioning of our Swiss small and mid-cap equity portfolios given this year’s sharp correction which has left valuations looking far more attractive particularly for growth companies. We will continue to provide regular views and insights from our portfolio managers over the coming weeks.

Lire la suite

Points de vue & Analyse

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.

Lire la suite

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.

Lire la suite

Points de vue & Analyse

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.

Lire la suite

Points de vue & Analyse

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.

DISCOVER MORE ABOUT THIS THEME HERE

Publications

Marché Suisse

Le ralentissement économique se poursuivra jusqu’en fin d’année dans le sillage des chocs combinés du renchérissement du prix des matières premières, des difficultés d’approvisionnement et du resserrement monétaire en cours dans la plupart des pays.

Téléchargez le PDF

Communiqués de presse

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.

Lire la suite

Communiqués de presse

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.

Lire la suite

Points de vue & Analyse

IN A RANGE, WHICH WAY DO WE GO?

Time for my latest missive, and yes you guessed it, more debate around inflation, interest rates and recession. Treasuries have rallied, with risk selling off over the last week or so, but at least for Fixed Income, we seem to be stuck in a bit of a range as we wait for more data on growth and inflation. It looks like the ECB is now going to raise rates, and we are still expecting 2x50bps from the Federal Reserve over the next 2 meetings.

Lire la suite

Vidéos

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.

Points de vue & Analyse

Why European small and-mid cap matters

Traditionally, when there is a focus on increasing inflation and rising rates, these developments are often followed by more robust nominal economic growth. This has generally been supportive for small-cap companies. However, there are more fundamental reasons that make small and-mid cap equities an attractive asset class for investors seeking to maximise their risk and return profile from their European equity allocations.

Lire la suite

Points de vue & Analyse

Global Emerging Markets Themes

The central concept of transformation in Global Emerging Markets is providing positive tailwinds for companies in a range of sectors. Our Global Emerging Markets Equities explores some of these transformational themes in more detail.

Learn more about our Global Emerging Markets Themes

Publications

Marché Suisse

Les chocs inflationnistes s’accumulent depuis maintenant deux ans. En Chine, la politique zéro-Covid et les mesures de confinement mettent une nouvelle fois la croissance et les chaines d’approvisionnement mondiales sous pression.

Téléchargez le PDF

Vidéos

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.

Newsletter

S'abonner à nos newsletters

S'abonner