Ultime notizie
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.
Views and Analysis
“Paid to wait”: the new paradigm in convertible bonds
A market lag in repricing discount bonds presents an opportunity.
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.
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.
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.
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.
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.
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.
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.
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
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.
UK EQUITIES: Valuations have not priced this much fear for decades, yet businesses with strong balance sheets look… https://t.co/ofYE2XQiEw
As an investee company in our private equity strategies, it is great to see the progress and innovation made by… https://t.co/o278JNcVuB
“Paid to wait”: the new paradigm in convertible bonds. Sector expert Nicolas Crémieux outlines the opportunity crea… https://t.co/NlAJJPCqyg
Following an indiscriminate sell-off, laser-focused, high-quality allocations are the name of the game for EM debt.… https://t.co/dKcqi3LziG
“When we analyse high yield credits, one of the first questions we ask ourselves is: are management interests align… https://t.co/qi19uhxqbm
Where to position in a directionless market? Head of Fixed Income Andrew Lake shares where he sees opportunities ac… https://t.co/ISVHbA8y9m
Those attending the @PortfAdviser South West Congress this week get to hear the latest investment insights.
Learn… https://t.co/p3uWPJulVj
Which COP27 topics matter for equity investors?
We ask David Kneale, Head of UK Equities, what the event means for… https://t.co/TAU9pVRYvt
BRAZIL: 3 factors driving equity market momentum.
#emergingmarkets#brazil#mirabaudam
For professional investors… https://t.co/7L1U2lgGMR
Hywel Franklin, Head of European Equities explains how he’s harnessing return potential in the small-cap market.… https://t.co/4cHIhJY1dC
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 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.
