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2025 Outlook Insights

Fixed Income

Is Trump bad for bonds?

Equities

Why small is beautiful

Fixed Income

Emerging divergence

Equities

Re-Emerging Markets

Equities

Investing in TJX: discounted value for the millennial consumer

Economics line up for extended SMID catch-up

AgroSpheres: breaking the mould on pesticide use

The time for a convertible bond re-rating has come

Fixed Income

Jumbo cuts call for neutral duration

Private equity fosters agritech innovation

Fixed Income

Are bonds back for H2?

Harnessing the power of micropeptides to deliver agri-food system change

Fixed Income

Which matters more, top-down or bottom-up?

AGRITECH: Specialist investors reset valuations

Fixed Income

AT1s: Finding the risk/reward sweet spot

Fixed Income

Biden vs Trump: Which sectors could benefit?

AGRITECH: Increasing market players = collaboration, not competition

Fixed Income

High Yield: Differentiation returns to drive the next leg of performance

M&A wave could enhance convertible bond returns in 2024

Mirabaud Sustainable Cities

French mortgage rates fall rapidly in Q1

AGRITECH: Applying an insider's mindset to deliver mass-market change

Fixed Income

High Yield: No impending "maturity wall"

Mirabaud Sustainable Cities

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

Fixed Income

“No landing” upsides & implications

Mirabaud Equities Swiss Small and Mid

Swiss stock picks

Broadening equity rally should spur a surge in convertibles

Equities

Opportunities beyond AI

Fixed Income

Harnessing the power of fixed income for a more sustainable future

Fixed Income

The magical 2%