Points de vue & Analyse

As the IPCC publishes gloomy report, this is the route to net zero

Rain in London in August, wildfires in Greece and Italy, floods in Bangladesh: can anyone still really deny that global warming is at a crisis point? The role of human influence on the climate system is undisputed. That’s the stark message from the IPCC report on climate change published earlier this week.

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Points de vue & Analyse

EasyJet: a Global Climate Bond framework case study

Examining how Mirabaud Asset Management’s Climate Bond team evaluates bond issuers’ climate policies

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Vidéos

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.

Communiqués de presse

LE FONDS MIRABAUD LIFESTYLE IMPACT & INNOVATION RÉALISE SES PREMIERS INVESTISSEMENTS ET POURSUIT SA LEVÉE DE FONDS.

Paris, le 29 juillet 2021 – Mirabaud Asset Management, la branche d’investissement du Groupe Mirabaud a réalisé les premiers investissements via son fonds de private equity, Mirabaud Lifestyle Impact & Innovation.

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Publications

Publications

Communiqués de presse

Haussmann wins a HFM European Performance Award

July/August 2021, Mirabaud Asset Management’s long running Fund of Hedge Fund strategy, Haussmann, has received the HFM Award as the Best Fund of Hedge Funds Long-Term Performance 5 years.

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Points de vue & Analyse

The rising risk of inflation: Is it real?

We asked our investment collective for their views on longer-term inflationary risks. What’s clear is that this environment will most likely suit nimble investors that can make active, high conviction decisions as they navigate the road ahead.

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Points de vue & Analyse

finding a balance between opportunity, liquidity and volatility

We believe that blended Emerging Market debt strategies offer distinct advantages in finding a balance between opportunity, liquidity and volatility. Furthermore, our approach towards liquidity has given us the flexibility to be highly nimble in positioning the Fund quickly and effectively if market events change.

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Points de vue & Analyse

The Global Climate Bond Framework - Case Study

The Global Climate Bond team use a framework to identify those issuers that have clear goals in reducing their greenhouse gas emissions in line with the targets set out in the Paris Agreement. Our focus is to seek issuers that can make significant reductions to the emissions they produce, which means we invest in some of the higher-emitting sectors. Engagement then becomes key.

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Points de vue & Analyse

What’s happening with US Treasuries?

Andrew Lake, Head of Fixed Income, focuses on the moves in the US Treasury market

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Points de vue & Analyse

Halfway Point 2021, it is a good time to take stock

We have reached the halfway point of 2021, and it is a good time to take stock of where we are and where we might be going. As the recently departed Donald Rumsfeld said “there are known unknowns and also unknown unknowns”.

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Points de vue & Analyse

Mirabaud Convertible Bonds Europe Fund has a fully integrated ESG approach

The Mirabaud Convertible Bonds Europe Fund has a fully integrated ESG approach as part of its process. It has recently been awarded the SRI label by the French Ministry of Finance. Despite some recent headwinds, especially in areas like the ‘stay at home’ names, a number of positive factors still remain to make the European Convertibles asset class an opportunity for investors seeking to diversify risk.

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Vidéos

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.

Vidéos

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.

Communiqués de presse

MIRABAUD ASSET MANAGEMENT LANCE LE GLOBAL CLIMATE BOND FUND

Londres, le 28 juin 2021 – Mirabaud Asset Management renforce son positionnement en matière d’investissement responsable et durable par le lancement du Mirabaud - Global Climate Bond Fund.

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Vidéos

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.

Points de vue & Analyse

Dealing with decarbonisation

Global greenhouse gas emissions continued to grow for the third consecutive year in 2019, reaching a record high of 52.4 GtCO2e[1]

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Points de vue & Analyse

Investors are increasingly looking to support global climate action

Investors are increasingly looking to support global climate action through their bond allocations, but there are several routes to choose - green bonds, hybrid climate portfolios or pure traditional bond strategies.

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Points de vue & Analyse

The importance of developing a strong engagement framework for transitional bond issuers that are high carbon emitters.

“We must now agree on a binding review mechanism under international law, so that this century can credibly be called a century of decarbonisation” – Angela Merkel

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