Notizie
Pubblicazioni
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.
Previsioni ed analisi
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.
Previsioni ed analisi
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.
Pubblicazioni
My Switzerland
The economic slowdown will continue until the end of the year, in the wake of the combined impacts of higher commodity prices, supply difficulties as well as ongoing monetary tightening in most countries.
Comunicati stampa
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.
Comunicati stampa
Liisa Juntunen Entra In Mirabaud Asset Management Come Head Of Distribution
Londra, 30 maggio 2022 – Mirabaud Asset Management ha nominato Liisa Juntunen Head of Distribution per tutti i suoi mercati, nell’ambito del rafforzamento della strategia sales and distribution della società.
Previsioni ed analisi
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.
Video
Mirabaud Discovery Stories - Nederman
In this Discovery story, Hywel Franklin (Head of European Equities) introduces us to innovator Philip Nederman and tells the tale of how he came through the adversity of World War II to create a solution to the problem of dirty air in welding workshops – becoming an industry leader in industrial filtration systems.
Previsioni ed analisi
Why European small and-mid cap matters
Traditionally, when there is a focus on increasing inflation and rising rates, these developments are often followed by more robust nominal economic growth. This has generally been supportive for small-cap companies. However, there are more fundamental reasons that make small and-mid cap equities an attractive asset class for investors seeking to maximise their risk and return profile from their European equity allocations.
Previsioni ed analisi
Global Emerging Markets Themes
The central concept of transformation in Global Emerging Markets is providing positive tailwinds for companies in a range of sectors. Our Global Emerging Markets Equities explores some of these transformational themes in more detail.
Pubblicazioni
My Switzerland
Inflationary shocks have been building up for the last two years. The Chinese zero-COVID policy and containment measures are once again putting pressure on growth and global supply chains.
Video
Mirabaud Equities Theme - Decarbonisation
John Kisenyi, talks about the investment opportunities of solution providers with leading technologies within the Decarbonisation theme. How renewable energy solutions play a critical role in the energy transition.
Pubblicazioni
Mirabaud Funds - Monthly Performances
An in-depth view of monthly fund performances across our traditional & alternative fund range.
Comunicati stampa
Mirabaud Asset Management’s Private Equity Arm Invests In The Watch Illuminator Monyco
Geneva, 18 may 2022 – Mirabaud Asset Management’s private equity team is pleased to announce it has taken an equity stake in Monyco, a B2B specialist in installing luminous materials on watches. Based in La Chaux-de-fonds, Switzerland, Monyco, whose “watch urbanism” is listed on the UNESCO world heritage list, serves 120 international clients including the largest watchmakers.
Previsioni ed analisi
Mirabaud Equity Theme - MILLENNIAL CONSUMERS
In the US, the number of people aged 26-41 has exceeded 72 million, surpassing ‘baby boomers’ as the largest cohort of the population. Millennials will account for 75% of the global workforce by 2025 and their combined income will hit $8.3 trillion by 2025
Comunicazione
Mirabaud Asset management is granted the SRI label in France for a further four strategies
May 2022, Paris/London – Mirabaud Asset Management announces that is has been awarded the SRI label in France for four further strategies: Mirabaud – Global Climate Bond Fund, Mirabaud – Discovery Europe, Mirabaud – Discovery Europe ex-UK, and Mirabaud Discovery Convertibles Global.
Video
Meet the Manager: Paul Middleton, Global Equity Portfolio Manager
Paul talks about how important sustainability is to him and his family. Recycling debris that washes up on the coastline and turning it into art, to Sundays by the river where Paul’s children use their own initiative to collect litter are just some of the examples in how his family are making an impact.
Comunicati stampa
MIRABAUD ASSET MANAGEMENT ANNUNCIA IL CLOSING DELLA STRATEGIA MIRABAUD GRAND PARIS DOPO AVER RACCOLTO 150 MILIONI DI EURO
Parigi, 5 maggio 2022 – Mirabaud Asset Management è lieta di annunciare il closing della strategia Mirabaud Grand Paris a 150 milioni di euro grazie alla raccolta presso grandi clienti istituzionali e family office in tutta Europa.
Previsioni ed analisi
All eyes on recession risks
On a recent trip into London, shops continue to be busy and a visit to the Nike store on Oxford Street was a nightmare, given it was so full the staff couldn’t cope. This seems to fly in the face of the dire warnings of a consumer having to decide between food and heat.
Comunicazione
Mirabaud Asset Management become a member of Invest Europe
We are proud and excited to announce that we have become a member of Invest Europe, a key association representing Private Equity, Venture Capital and the Infrastructure industry across Europe.
Delighted to share that Intrepid has been acquired by Ascential, a global leader in information, data and e-commerc… https://t.co/QrUrwFhtUm
Platform companies have become crucial in reshaping the global economy and changed how we collectively work and liv… https://t.co/xBUs9ETxwb
We’re pleased to announce that through our Mirabaud Patrimoine Vivant and Mirabaud Lifestyle, Impact and Innovation… https://t.co/Cg973NuOxd
Liisa Juntunen, who has joined us at Mirabaud Asset Management as Head of Distribution. Liisa is based in London, a… https://t.co/JqYgNvgXJN
Andrew Lake, Head of Fixed Income at Mirabaud Asset Management gives more insight around inflation and interest rat… https://t.co/qeAiL1TVuw
Hywel Franklin, Head of European Equities, provides his perspective on the small and mid-cap opportunity and how Eu… https://t.co/YhdkMNXdmJ
The central concept of transformation in Global Emerging Markets is providing positive tailwinds for companies. Our… https://t.co/cOTAobkmEA
John Kisenyi, talks about the investment opportunities of solution providers with leading technologies within the D… https://t.co/e5UhIqNEwb
From @Citywire Fix the Future series, read some of David Kneale and Jeremy Hewlett’s views on UK stock RELX… https://t.co/lIficwzJjR
Through our Mirabaud Patrimoine Vivant private equity strategy, we have invested in Monyco SA, a Swiss company that… https://t.co/0lQaRVA7Fx