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Nos articles - Points de vue & Analyse

Découvre ce que nos experts en investissement pensent, font et disent.

Auteur
Olivier SEUX

Mirabaud Sustainable Cities

New French government pact strengthens supply/demand dynamics in intermediary housing

  • Private Assets
  • Views and Analysis
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Auteur
Andrew LAKE

Fixed Income

“No landing” upsides & implications

  • Fixed Income
  • Views and Analysis
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Auteur
Daniele SCILINGO

Mirabaud Equities Swiss Small and Mid Strategy

Swiss stock picks

  • Equities
  • Views and Analysis
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Auteur
Nicolas CRÉMIEUX

Convertible Bonds

Broadening equity rally should spur a surge in convertibles

  • Convertible Bonds
  • Views and Analysis
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Equities

Opportunities beyond AI

  • Equities
  • Equities
  • Views and Analysis
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Auteur
Fatima LUIS

Fixed Income

Harnessing the power of fixed income for a more sustainable future

  • Fixed Income
  • Views and Analysis
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Auteur
Andrew LAKE

Fixed Income

The magical 2%

  • Fixed Income
  • Views and Analysis
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Auteur
Thomas JÄGER

Equities

Sidestepping Swiss franc headwinds

  • Equities
  • Equities
  • Views and Analysis
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Auteur
Nicolas CRÉMIEUX

Convertible Bonds

Upside participation to rising equities should jump from here

  • Convertible Bonds
  • Views and Analysis
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Auteur
Olivier SEUX

Mirabaud Sustainable Cities

Regulatory changes boost investment landscape for housing transformation projects

  • Private Assets
  • Views and Analysis
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Auteur
Andrew LAKE

Fixed Income

Summer not spring cuts all-round

  • Fixed Income
  • Views and Analysis
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Auteur
Daniel MORENO

Fixed Income

EM debt: Expect resilience & differentiation

  • Fixed Income
  • Views and Analysis
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Auteur
Nicolas CRÉMIEUX

Convertible Bonds

2023’s new-issuance surge marks a long-term trend

  • Convertible Bonds
  • Views and Analysis
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Auteur
Nicolas CRÉMIEUX

Convertible Bonds

Asian convertible bond tour notes

  • Convertible Bonds
  • Views and Analysis
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Private Assets

How do we feed 10bn people by 2050?

  • Private Assets
  • Views and Analysis
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Auteur
Nicolas CRÉMIEUX

Convertible Bonds

Opportunities are there to be taken in convertible bonds

  • Convertible Bonds
  • Views and Analysis
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Auteur
Andrew LAKE

Fixed Income

It’s a balancing act from here

  • Fixed Income
  • Views and Analysis
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Auteur
Al CATTERMOLE

Fixed Income

Taming economic Cerberus through dynamic fixed income

  • Fixed Income
  • Views and Analysis
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Auteur
Nicolas CRÉMIEUX

Convertible Bonds

The asymmetric return profile of convertibles is getting stronger

  • Convertible Bonds
  • Views and Analysis
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Auteur
Al CATTERMOLE

Fixed Income

UK bond buyers beware

  • Fixed Income
  • Views and Analysis
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Equities

Emerging Market Equities Outlook

  • Equities
  • Equities
  • Views and Analysis
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Equities

China's new phase of growth & the role of active investment

  • Equities
  • Equities
  • Views and Analysis
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Auteur
Andrew LAKE

Fixed Income

Q&A: UK macro & implications for fixed income positioning

  • Fixed Income
  • Views and Analysis
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Auteur
Daniele SCILINGO

Equities

The art of compounding

  • Equities
  • Equities
  • Views and Analysis
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Auteur
Andrew LAKE

Fixed Income

European macro update with Andrew Lake

  • Fixed Income
  • Views and Analysis
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Auteur
Nicolas CRÉMIEUX

Convertible Bonds

Minimising judgement risk in convertible bonds

  • Convertible Bonds
  • Views and Analysis
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Auteur
Andrew LAKE

Fixed Income

Bullish or bearish? Neither comes with a free lunch

  • Fixed Income
  • Views and Analysis
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Auteur
Nicolas CRÉMIEUX

Convertible Bonds

Convertibles’ future performance is supported by valuations

  • Convertible Bonds
  • Views and Analysis
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Auteur
Nicolas CRÉMIEUX

Convertible Bonds

Convertibles combine the best of both worlds, again

  • Convertible Bonds
  • Views and Analysis
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Auteur
Andrew LAKE

Fixed Income

Fallen angels: flight path to outperformance?

  • Fixed Income
  • Views and Analysis
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