Points de vue & Analyse

Mirabaud Asset Management’s dedicated convertible bond team discusses why sustainable investing in convertibles helps to support convexity.

Momentum in fixed income markets has been positive and investors are more comfortable with taking risk. What should we be worried about? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

Find out why stay at home winners and quality recovery are key to generating uncorrelated sources of return in global equities to maximise diversification and manage risk. Anu Narula, Head of Global Equities, talks about key areas for the Mirabaud – Sustainable Focus Fund.

Convertibles create the opportunity to maximise convexity - capturing market upside and limiting market downside. Our dedicated Convertibles Team talks about why we believe quality cyclicals and semiconductor companies are key to maximising convexity. In this update, Nicolas Crémieux, Senior Portfolio Manager and Célia Levy, Portfolio Manager, discuss the merits and positioning of our European and Global convertible strategies.  

Find out why we believe credit will outperform duration and why it's Europe's time. Andrew Lake, Head of Global Fixed Income, provides perspective on duration and Europe.

Looking for short duration? Find out why a global approach to short duration provides more opportunity and flexibility. Andrew Lake, Head of Global Fixed Income, talks about the value in global short duration strategies and the Mirabaud – Global Short Duration Fund.

Many headwinds continue in fixed income markets and we are in the lower liquidity and activity summer months. We share our views on what's next - learn more here. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

Dividends are coming under increasing pressure as a result of Covid. Find out why we believe that the dividend outlook remains positive.

Find out why we continue to remain positive for Swiss small-and mid-cap stocks and why the second half of 2020 is likely to be more positive for company earnings than the first half of this year.

Summer Lull: as the US congress readies for recess, seeking agreement on extending the current fiscal package or introducing a new one is critical as US employment gains stall. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

The US Federal Reserve can lower rates to zero and engage in other activities, such as yield curve control, but that isn’t going to save private sector balance sheets or employment. Agreeing additional fiscal support quickly, and before the Senate enters summer recess is vital. Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets.

Our role is to identify UK businesses that are going to be resilient through this crisis. We look at active, high conviction stock picking and how we place a value on companies in such an extreme environment. Brexit and ESG are additional key considerations. David Kneale, Head of UK Equities at Mirabaud Asset Management.

All eyes are now on the central banks and especially their ability to push through further stimulus packages. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

Is the weight of central bank stimulus enough to keep fixed income markets resilient? Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

Maintaining conviction: Stay at home winners, recovery names and recovering structural names are beneficiaries of the current environment. Paul Middleton, Portfolio Manager on the Global Equities Team.

We continue to be in a twilight zone, with little directional bias, and no real prompts for fixed income markets to move significantly in either direction. What's next? Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets

Our dedicated Convertibles Team talks about the current environment and how they are positioned across Global and European Strategies

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

Marie Thibout, Economist & Strategist at Mirabaud Asset Management, discusses the recent cyclical rotation we have seen in equity markets.