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Publications

Intrepid has been acquired by Ascential

We are delighted to announce the sale of Intrepid to Ascential. Intrepid provides e-commerce operations optimisation, digital marketing and technology services to large enterprise customers, helping them improve their sales and marketing performance on South East Asian (SEA) e-commerce marketplaces.

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Views and Analysis

A HURRICANE OR A STORM IN A TEACUP? VIEW FROM THE FIXED INCOME DESK.

Friday’s Consumer Price Index (CPI) number was unexpectedly strong and caused markets to fall dramatically as inflation (and stagflation) fears moved once again to the front of investors’ minds. In addition, the European Central Bank (ECB) has finally joined the hawkish club, which re-priced European bonds dramatically this week. Subsequent pronouncements of a 25bps hike in July seem to put the ECB behind the curve and Bunds have sold off in response.

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Views and Analysis

Mirabaud Equity Theme - PLATFORM COMPANIES

As more digital services are developed and offered, and as the platform’s users become more tied in, this creates a virtuous circle, creating significant opportunities for platform companies to grow. They can transform entire industries and scale vertically and horizontally by improving existing services or entering new service areas. More crucially, in the last couple of years, platform companies have helped reshape the global economy and changed how we collectively work and live.

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Press Releases

Mirabaud Patrimoine Vivant and Mirabaud Lifestyle Impact and Innovation take a minority stake in French Luxury brand Fusalp

Paris May 2022 – Two of Mirabaud Asset Management’s private equity funds have taken a joint stake in Fusalp, a French skiwear brand.

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Press Releases

Liisa Juntunen Rejoint Mirabaud Asset Management Et Prend La Tête De La Direction De La Distribution

Londres, le 30 mai 2022 – Mirabaud Asset Management annonce confier à Liisa Juntunen la responsabilité des activités de distribution sur l’ensemble de ses marchés et poursuit la mise en oeuvre de sa stratégie de développement.

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Views and Analysis

IN A RANGE, WHICH WAY DO WE GO?

Time for my latest missive, and yes you guessed it, more debate around inflation, interest rates and recession. Treasuries have rallied, with risk selling off over the last week or so, but at least for Fixed Income, we seem to be stuck in a bit of a range as we wait for more data on growth and inflation. It looks like the ECB is now going to raise rates, and we are still expecting 2x50bps from the Federal Reserve over the next 2 meetings.

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