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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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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Points de vue & Analyse

The Great Energy Transition: Moving to a carbon-neutral future

The energy transition is the pathway towards transformation from fossil-based to renewable, zero-carbon energy sources in order to meet the 2015 Paris Agreement and Government targets by 2050. At its heart is the need to reduce energy-related CO2 emissions to limit climate change.

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Points de vue & Analyse

Liquidity, quality and recovery

Dan Moreno, Head of Emerging Market Debt, provides latest insight into the market environment and positioning of the Mirabaud – Global Emerging Market Bond strategy, which takes a blended approach between hard and local currency bonds.

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Points de vue & Analyse

Themes, ESG, income and dividend growth: The key to dividend sustainability

We believe that Income investors need to focus as much on Dividend Growth as they do on Dividend yields, as the combination of the two determine what total income will be paid out over time. Durability of dividend growth is supported by our multi thematic approach.

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Points de vue & Analyse

Is now the time to increase delta?

Nicolas Cremieux outlines recent positioning activity for the Mirabaud – Sustainable Convertibles Global Fund.

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Points de vue & Analyse

Inflation Matters

David Kneale looks at the possible impact of inflation on UK PLC. UK consumer price inflation has recently risen to 1.5% from around 0.5%[1].

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Points de vue & Analyse

Sell in May

It has been a while since my last missive. I must admit, I left it for a few weeks, hoping that there would be some eventful news to comment on. The logical move would have been for investors to take profits after a very strong Q1, feeling full of self-congratulation that the market was over-extended, in bubble territory and due a nice pullback.

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Points de vue & Analyse

Du « greenwashing »au « greenmaking » - ou de la parole aux actes

A l’ère de « l’homo oeconomicus oecologia », croissance économique et protection de l’environnement vont bel et bien constituer les deux faces d’une même pièce. Explication par un point de vue systémique appliqué à la finance durant la pandémie du coronavirus.

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Points de vue & Analyse

An asset class that strives to offer an excellent risk / return ratio

Convertible bonds are an asset class in their own right, too often overlooked, which offers performance close to equities over a long term with much lower levels of volatility.

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Points de vue & Analyse

Themes, recovery names and changes in the Mirabaud - Sustainable Global Focus Fund

Since the vaccine announcement in November last year, there has been a significant rotation out of growth into value. Despite good earnings momentum in companies across growth sectors, market leadership continues to be dominated by the more ‘hard’ cyclical names.

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Points de vue & Analyse

Summertime and the living is easy

One year gone in a new UK equity bull market. The recovery in ‘crowd space services’, a successful vaccination programme and significant pent-up consumer demand all coincide with an acceleration of online activity. Jeremy Hewlett outlines why this is highly positive for UK equities.

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Points de vue & Analyse

The Brave New World

We asked our investment collective for their views on where the global economy will go next. What’s clear is that this environment will most likely suit investors that can make active, high conviction decisions as they navigate the road ahead. Read more from our investment collective here.

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