Points de vue & Analyse

Our insight shared: Weekly Fixed Income In-Focus

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

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Points de vue & Analyse

Back in time, but opportunities exist

In this update, our European equities team discuss their three main areas of focus: Reducing forecast risk, emerging beneficiaries and the opportunities in real defensives.

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Points de vue & Analyse

Knowledge-based investing in Swiss Small and mid-cap equities

Thomas Jäger, Senior Portfolio Manager in the Swiss Equities team, gives an update on our Swiss small and mid-cap equities strategy, its positioning in the current environment and its focus on high quality businesses that are global leaders in their field.

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Points de vue & Analyse

Where next?

Andrew Lake, Head of Global Fixed Income - Podcast

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Points de vue & Analyse

Themes, Leaders and Sustainability

Why Global Themes Matter in Today's Market Environment

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Points de vue & Analyse

Active Management in a Passive World

Umberto Boccato, Head of Investments at Mirabaud Asset Management - Podcast

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Points de vue & Analyse

MARKETS INSIGHTS

European Sovereign Bonds - Will Peripheral Spreads Widen Again ? by Marie Thibout, Economist & Strategist

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Points de vue & Analyse

MARKETS INSIGHTS

Looking beyond the FAANG by Valentin Bissat, Senior Economist / Strategist

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Points de vue & Analyse

POSITIONING FOR A NEW MARKET

Update on Mirabaud Global Emerging Market Bond Strategy by Daniel Moreno, Head of Emerging Market Debt, and Puneet Singh, Portfolio Manager

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Points de vue & Analyse

Sunny times ahead

April has finished and what a contrast it was to March in global fixed income markets. We discuss earnings, US Federal Reserve intervention and the importance of liquidity. Andrew Lake, Head of Global Fixed Income.

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Points de vue & Analyse

Balancing Caution with Opportunity

The trading environment remains challenging. However, opportunities emerge from attractive valuations in some European Investment Grade credits and new issuance. Andrew Lake, Head of Global Fixed Income at Mirabaud Asset Management

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Points de vue & Analyse

Points de vue & Analyse

Global convertibles: The return to grace

In this current market environment, global convertibles are achieving a hybrid performance between equities and credit. Nicolas Crémieux, Senior Convertible Bonds Fund Manager

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Points de vue & Analyse

Update on Fixed Income - Podcast

In this podcast, Andrew Lake, Head of Global Fixed Income, talks about the environment for Investment Grade Credit in Europe and the US, the looming default rate issues and the challenges and opportunities faced by the low oil price

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Points de vue & Analyse

Why convertible Bonds?

A brief dive into the asset class

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Points de vue & Analyse

OPPORTUNITY KNOCKS: GLOBAL EQUITIES UPDATE

A Summary from Anu Narula, Head of Global Equities, and Paul Middleton, Portfolio Manager

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Points de vue & Analyse

Our approach to Global Equity Income

Four key factors that drive strong risk and return, with sustainable dividends

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Points de vue & Analyse

NAVIGATING A COMPLEX ENVIRONMENT TO DELIVER A LOWER-RISK GLOBAL FIXED INCOME STRATEGY

Q&A with Andrew Lake, Head of Global Fixed Income at Mirabaud Asset Management

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Points de vue & Analyse

UK EQUITIES - MARKET UPDATE

David Kneale - Head of UK Equities

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Points de vue & Analyse

MIRABAUD UK EQUITY HIGH ALPHA UPDATE

Jeremy Hewlett, Senior Portfolio Manager, UK Equities

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