Vidéos
Vidéos
Meet the Manager: Paul Middleton, Global Equity Portfolio Manager
Paul talks about how important sustainability is to him and his family. Recycling debris that washes up on the coastline and turning it into art, to Sundays by the river where Paul’s children use their own initiative to collect litter are just some of the examples in how his family are making an impact.
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Meet the Manager: Anu Narula, Head Of Global Equities
Anu talks about his first ever investment and the importance of themes in finding companies that can ‘beat the fade’ – companies that can grow for longer than the market expects.
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Meet the Manager: Hywel Franklin, Head of European Equities
Meet the Manager: Hywel speaks about his personal experiences of climate change when visiting the ‘Mer De Glace’ glacier in Chamonix, France.
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Meet the Manager: Trevor Fitzgerald, European Equities Fund Manager
Meet the Manager: Trevor talks about the day the bank manager came to his school and gave a talk about compound interest.
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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.
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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.
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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.
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.
Vidéos
Why does the composition of convertible bond benchmarks matter?
The Refintiv Global Focus Convertible Bond Index is by far the most widely used benchmark, as it is available in hedged versions against major currencies and It follows selection criteria for liquidity and size, as well as rules for price and conversion premium.
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How big and diversified is the overall market?
Due to the pandemic-driven issuance boom, the global market capitalisation of the convertible universe has reached a market value of about $500bn, with over one thousand issues – each with an approximate average size of $500m.
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Why is a large proportion of the convertible bond universe not rated?
Convertible bonds add credit diversification as about two-thirds of issues are currently not rated by S&P or Moody’s.
Vidéos
Why do companies issue convertible debt?
Convertible issuers are diverse - from fast-growing small-cap to mature large-cap corporations. Companies may choose to issue convertible securities over shares or bonds for 5 reasons.
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Why is Convexity important?
The amount by which the value of the convertible can decrease is limited by the bond value, while the amount by which value can increase is potentially unlimited.
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What is a balanced profile?
The attributes of an individual convertible can change over time, making it more stock-like or more bond-like, allowing investors to take a variety of positions, depending on the strategy deployed.
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Why is delta a useful measure?
The delta, which scales between 0 and 100%, captures the change in the price of the convertible bond, for a percentage move in the underlying share price.
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What is a convertible and why this asset class can’t they be replicated by holding a portfolio of bonds and equities?
A convertible bond is a debt that pays a coupon, it has a maturity date and includes an option to buy the shares at a premium to the current price.
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What are the five key tailwinds supporting convertibles in 2021?
In this video Nicolas outlines the five key tailwinds for 2021, covering Convexity, the pick-up, duration protection, volatility and the strength of the primary market.
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Quarter Update on the Mirabaud Global Sustainable Focus Fund
Anu Narula talks about sustainability leaders and the importance of tailwinds from themes, such as 'Health & Wellbeing' and 'Automation'
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FED's monetary policy meeting
Valentin Bissat casts a light on macro economic data and central banks' decisions in this Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.
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Chinese recovery
Marie Thibout casts a light on macro economic data and central banks' decisions in this Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.
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13 Questions with Hywel Franklin…read about his views on his investment strategy, role models, views on crypto and… https://t.co/7EIDvHrKfC
Responsible and sustainable investing is at the core of what we do, which is why we are delighted to announce that… https://t.co/307CRtKdCX
Today we are joined by 80+ delegates from family offices, high net worth wealth managers and private banks at the 4… https://t.co/Tw5gKEDAYn
What does sustainability mean to you? Paul Middleton, Global Equity Portfolio manager at Mirabaud Asset Management,… https://t.co/zrsqrivms6
We’re delighted to announce the closing of our Mirabaud Grand Paris strategy, after having raised over €150m, it is… https://t.co/t1ocg1MIke
We are excited to announce that we have become a member of @Investeurope, representing Private Equity, Venture Capi… https://t.co/CYdWD2ox5X
Great to see Andrew Lake, our Head of Fixed Income, on CNBC this morning discussing his views on the current fixed… https://t.co/TFmcQCeZ6u
We have reclassified the “Renewables” theme to “Decarbonisation”. Renewables are a key piece of the puzzle in the t… https://t.co/yM9yunvTzB
We have moved from a world with no inflation. Where next? With most Developed and Emerging Market countries now in… https://t.co/5BptEDjHUV