Points de vue & Analyse

CHINA / US TRADE DEAL

Andrew Lake, Head of Fixed Income at Mirabaud Asset Management, gives his view on the latest news in the US/China trade deal agreement

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Points de vue & Analyse

Quand croissance et endettement peuvent faire bon ménage

Article paru dans l'Agefi le 16 janvier 2020.

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Points de vue & Analyse

Private Equity with an Impact

An innovative, impact-led private equity strategy that seeks to benefit from the disrupters of tomorrow in the fast-growing fashion and lifestyle sectors around the globe.

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Points de vue & Analyse

6 High Conviction Calls for 2020

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Points de vue & Analyse

UK Market Update

In light of the recent general elections held in the UK aimed at choosing the government to run the country, our UK Equities team, and namely David Kneale Head of UK Equities and Jeremy Hewlett UK Equities Portfolio Manager share their views on the topic.

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Points de vue & Analyse

Notes From the Road - India

Charles Walsh, Emerging Markets Equity Portfolio Manager, shares his latest views and experiences from a recent trip to India

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Points de vue & Analyse

Mirabaud Bicentenary Investment Conference

On November 13th Mirabaud celebrated its Bicentenary in London. Learn more about the key moments of our event with this interactive presentation.

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Points de vue & Analyse

Mirabaud Asset Management is pleased to announce the future launch of its Emerging Markets Fixed Maturity 2025 in Euro

Following on the success of the Emerging Markets Fixed Maturity Fund 2024 in USD launched in May 2019, Mirabaud Asset Management is pleased to announce the future launch of its Emerging Markets Fixed Maturity 2025 in Euro.

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Points de vue & Analyse

Observations sur les thèmes globaux 2019

Chaque année, l'équipe Global Equities passe en revue les thèmes clés qui, selon elle, créeront de forts changements dans différents secteurs industriels.

Aujourd’hui, nous pensons que les thèmes sont plus importants que jamais alors que les économies mondiales se trouvent dans un cycle de croissance faible. Le FMI vient d'abaisser ses prévisions de croissance mondiale pour 2019 de 3,5% à 3%. C'est la plus faible en 3 ans. Dans cet environnement, les entreprises ont besoin de leurs propres relais de croissance à long terme.

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Points de vue & Analyse

Brazil is a multi-year opportunity

Daniel Moreno, Head of Global Emerging Debt, on Citywire

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Points de vue & Analyse

Fusion Fiat-Renault : qu'en pensent vraiment les marchés

Commentaire de Marco Bruzzo, gérant Actions France chez Mirabaud Asset Management, dans La Tribune

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Points de vue & Analyse

Les bourses ont oublié leurs craintes

Nicolas Bürki, gérant de portefeuilles en actions suisses chez Mirabaud Asset Management, dans Le Temps

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Points de vue & Analyse

How the Alcon spin-off will change the Swiss market

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains how the new big player will impact the SMI on CNNMoney Switzerland.

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Points de vue & Analyse

Federal Reserves confirms its Ultra-Dovish Outlook

Flash Note by the Strategy Team

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Points de vue & Analyse

Notes From the Road - South Africa

Neville Shaw, Portfolio Manager on Mirabaud’s Global Emerging Markets Equity Team, outlines some of his observations following a recent trip to South Africa.

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Points de vue & Analyse

THE ECB EXTENDS ITS STIMULUS AS IT CUTS GROWTH FORECAST

Flash Note by the Strategy Team

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Points de vue & Analyse

Weak European growth weighs on Adecco

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains on CNN Money Switzerland why employment service giant Adecco is taking a hit on the stock market. Bürki also discusses why he’s cautious about Sunrise’s acquisition of UPC and what he expects from ABB’s new strategy.

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Points de vue & Analyse

Why Swiss Banks are still suffering

Nicolas Bürki, Portfolio Manager and Analyst within Mirabaud Asset Management’s Swiss Equities team, exchanges with CNN Money Switzerland on the topic.

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Points de vue & Analyse

Citywire Discovery Report - An outstanding year for Anu Narula

What makes these returns even more impressive is that despite making the most of last leg of the bull market, Anu Narula has so far avoided the worst of the recent falls

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