Ultime notizie
Views and Analysis
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.
Comunicati stampa
MIRABAUD ASSET MANAGEMENT COMPLETA L’ACQUISIZIONE DI UN CAMPUS DI UFFICI NEL NEW JERSEY (STATI UNITI)
Ginevra, 23 giugno 2021 – Mirabaud Asset Management, in collaborazione con EXAN Group, società basata a Miami, ha acquisito un campus di uffici a Warren, nel New Jersey, occupata da un locatario di elevato standing. Exan ha operato come advisor nell’acquisto dell’asset da parte di una società commerciale immobiliare istituzionale con sede in Lussemburgo, strutturata da Mirabaud Asset Management per conto della sua clientela internazionale. Il campus, composto da due edifici, è stato acquisito per 150,25 milioni di dollari, i venditori sono Rubenstein Partners di Philadelphia e Vision Real Estate Partners, con sede nel New Jersey.
Publications
Views and Analysis
Is now the time to increase delta?
Nicolas Cremieux outlines recent positioning activity for the Mirabaud – Sustainable Convertibles Global Fund.
Views and Analysis
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].
Views and Analysis
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.
Views and Analysis
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.
Views and Analysis
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.
MIRABAUD SUSTAINABLE GLOBAL HIGH DIVIDEND STRATEGY
A focus on delivering sustainable and growing dividends, leveraging our multi-thematic and ESG approach to finding quality leaders
Our regular perspective on fixed income
Our active, high conviction fixed income investment team shares their regular perspectives covering Developed and Emerging Market bonds
We believe that income investors need to focus as much on dividend growth as they do on dividend yields because the… https://t.co/jw13LIh0ua
Working with EXAN Group, Mirabaud Asset Management expanded its real estate portfolio in the US by completing the a… https://t.co/amssof7V29
The convertible eight - deconstructing convertibles. In this last of eight videos, @NicolasCremieux, Co-Head of Glo… https://t.co/HLeaopvovf
The convertible eight - deconstructing convertibles. In this seventh video, @NicolasCremieux, Co-Head of Global Con… https://t.co/lqXVrmohQG
Is now the time to increase delta? @NicolasCremieux outlines the recent positioning changes to the Sustainable Con… https://t.co/GW1IB0vVNK
Anu Narula, Head of Global Equities, talks about how his team applies an Attackers, Midfielders and Defenders appro… https://t.co/x7zEjbTn8p
The convertible eight - deconstructing convertibles. In this sixth of eight videos, @NicolasCremieux, Co-Head of Gl… https://t.co/5CKWBDeBJV
The convertible eight - deconstructing convertibles. In the fifth video, @NicolasCremieux, Co-Head of Global Conver… https://t.co/l0MkbjZ5Bc
1 days to go until Expert Investor's Bilbao webinar.
Andrew Lake, head of fixed income at @Mirabaud_AM will join th… https://t.co/lk8HnMlQih
The convertible eight - deconstructing convertibles. In this fourth video, @NicolasCremieux, Co-Head of Global Conv… https://t.co/IvElQbJasj
Il nostro è un settore fatto di persone, nel quale i talenti non possono essere industrializzati e le abilità, le competenze, la responsabilità e la cultura di investimento sono molto più importanti delle dimensioni.
Mirabaud Asset Management
Esclusivamente orientata verso la gestione attiva, la divisione Asset Management di Mirabaud offre un'ampia gamma di soluzioni d’investimento destinate a clienti sia instituzionali che privati per mezzo di intermediari finanziari presenti in tutto il mondo.
Una squadra, una filosofia
Con un centinaio di collaboratori, Mirabaud Asset Management conta tra i suoi gestori migliori talenti del settore. Coltivando uno spirito imprenditoriale e collaborativo, difendiamo una gestione attiva sostenuta da forti convinzioni, in linea con gli interessi del cliente e basato sul lungo termine, il tutto delimitato da un processo rigoroso di controllo del rischio.
In qualche cifra
Il patrimonio di gestione a fine marzo 2021 ammonta a CHF 8.5 miliardi dei quali CHF 6.8 miliardi investiti in attivi tradizionali e CHF 1.7 miliardi in investimenti alternativi.
