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Views and Analysis

UK Equities: Fear has peaked

David Kneale takes stock of the UK equity market, shining a spotlight on the valuation disconnect as inflation drivers turn negative, interest rate expectations decline and attention shifts to earnings forecasts.

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Views and Analysis

“Paid to wait”: the new paradigm in convertible bonds

A market lag in repricing discount bonds presents an opportunity.

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Fixed Income

Rethinking the role of investment grade corporates

The fixed income 40% – is now the time for investment grade corporates to take over from sovereign bonds? Senior Portfolio Manager Fatima Luis makes the case for an allocation switch-up.

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Fixed Income

If the UK were a high yield bond, how would it rank?

“When we analyse high yield credits, one of the first questions we ask ourselves is: are management interests aligned with bondholders, or shareholders?” Al Cattermole outlines how to find investment potential in an uncertain environment.

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Fixed Income

Positioning for the turning point

Where to position in a directionless market? Head of Fixed Income, Andrew Lake shares where he sees opportunities across the USD30 trillion bond universe.

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Views and Analysis

COP27: Climate change implications for equity investors

We ask David Kneale, Head of UK Equities at Mirabaud Asset Management, what the event means for investors, how companies are responding to climate change pressures and how much real progress has been made in the race to zero.

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Views and Analysis

Brazil beyond politics: 3 equity market drivers

Brazil has outperformed other emerging markets year to date. This positive momentum looks set to continue thanks to the peak in rates, attractive valuations and a recovery in earnings.

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Views and Analysis

European innovators shape their own destiny

In falling markets, companies that can control prices, protect their margins and are led by dynamic management teams have the greatest chance of meeting their growth potential.

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Views and Analysis

Extraordinary times in EM debt

With seven major macro challenges rocking the asset class, emerging market (EM) debt has suffered heavy outflows this year. What might happen next depends on your policy view; for investment opportunities, look to the individual, not the aggregate.

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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

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Our regular perspective on fixed income

Our active, high conviction fixed income investment team shares their regular perspectives covering Developed and Emerging Market bonds

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Pubblicazioni finanziarie

Funds brochure

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MY SWITZERLAND

The idea that central banks are starting to move away from aggressive rate hikes is at the very heart of market expectations, although a pivot towards expansionary policies is some way off.

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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.

Lionel Aeschlimann
Managing partner

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 dicembre 2021 ammonta a CHF 9.7 miliardi dei quali CHF 7.6 miliardi investiti in attivi tradizionali e CHF 2.1 miliardi in investimenti alternativi.

Managing Partner

Lionel Aeschlimann

"Circondarsi di persone di talento e preservare un'independenza di azione sono le chiavi di successo per una gestione attiva efficace ed efficiente."

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