Notizie

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.

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.

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.

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.

Paris May 2022 – Two of Mirabaud Asset Management’s private equity funds have taken a joint stake in Fusalp, a French skiwear brand.

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.

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.

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.

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.

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.

An in-depth view of monthly fund performances across our traditional & alternative fund range.

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.

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

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.

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.

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.

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.