Asset Allocation
Tramite i fondi, i mandati od i servizi di consulenza mettiamo in pratica le nostri piú forti convinzioni macroeconomiche a vantaggio dei nostri investitori.
Mandati Bilanciati
Sappiamo come operare in un ambiente caratterizzato da vincoli e nel rispetto delle linee guida di un’asset allocation strategica impartita da parte di un fondo pensione.
Allocazione Dinamica
L’approccio dinamico per i portafogli multi-asset ci consente di cogliere le tendenze meno marcatei e di generare rendimenti positivi proteggendo nel contempo da eventuali ribassi.
Asset allocation e portafogli bilanciati
Notizie
Views and Analysis
MLII: What does luxury look like post-Covid?
Mirabaud’s Lifestyle, Impact and Innovation private equity fund invests in disruptive young businesses destined to be the lifestyle leaders of tomorrow. As we start thinking about the shape the global economy will take after the pandemic, now is the perfect time to consider which shifts in consumer behaviour will prove transitory – and which will stick. Long Zhou takes the temperature of the premium lifestyle sector in a post-pandemic world.
Views and Analysis
Engaging with the ESG opportunity: physical climate risk
Last week the UN Climate Change Conference (COP26) came to its climax. To mark the event, Sustainable Global Equities Research Analyst John Kisenyi has put together a four-part series of articles where he considers where the conference’s agenda intersects with ESG investing, and explores the risks and opportunities investors face as they engage with stakeholders on the journey to a more sustainable posture.