Previsioni ed analisi

The rising risk of inflation: Is it real?

We asked our investment collective for their views on longer-term inflationary risks. What’s clear is that this environment will most likely suit nimble investors that can make active, high conviction decisions as they navigate the road ahead.

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Previsioni ed analisi

finding a balance between opportunity, liquidity and volatility

We believe that blended Emerging Market debt strategies offer distinct advantages in finding a balance between opportunity, liquidity and volatility. Furthermore, our approach towards liquidity has given us the flexibility to be highly nimble in positioning the Fund quickly and effectively if market events change.

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Previsioni ed analisi

The Global Climate Bond Framework - Case Study

The Global Climate Bond team use a framework to identify those issuers that have clear goals in reducing their greenhouse gas emissions in line with the targets set out in the Paris Agreement. Our focus is to seek issuers that can make significant reductions to the emissions they produce, which means we invest in some of the higher-emitting sectors. Engagement then becomes key.

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Previsioni ed analisi

What’s happening with US Treasuries?

Andrew Lake, Head of Fixed Income, focuses on the moves in the US Treasury market

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Previsioni ed analisi

Halfway Point 2021, it is a good time to take stock

We have reached the halfway point of 2021, and it is a good time to take stock of where we are and where we might be going. As the recently departed Donald Rumsfeld said “there are known unknowns and also unknown unknowns”.

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Previsioni ed analisi

Mirabaud Convertible Bonds Europe Fund has a fully integrated ESG approach

The Mirabaud Convertible Bonds Europe Fund has a fully integrated ESG approach as part of its process. It has recently been awarded the SRI label by the French Ministry of Finance. Despite some recent headwinds, especially in areas like the ‘stay at home’ names, a number of positive factors still remain to make the European Convertibles asset class an opportunity for investors seeking to diversify risk.

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Comunicati stampa

MIRABAUD ASSET MANAGEMENT LANCIA IL GLOBAL CLIMATE BOND FUND

Londra, 28 giugno 2021 – Mirabaud Asset Management rafforza ulteriormente il proprio impegno negli investimenti responsabili e sostenibili con il lancio del Mirabaud - Global Climate Bond Fund.

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Previsioni ed analisi

Dealing with decarbonisation

Global greenhouse gas emissions continued to grow for the third consecutive year in 2019, reaching a record high of 52.4 GtCO2e[1]

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Previsioni ed analisi

Investors are increasingly looking to support global climate action

Investors are increasingly looking to support global climate action through their bond allocations, but there are several routes to choose - green bonds, hybrid climate portfolios or pure traditional bond strategies.

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Previsioni ed analisi

The importance of developing a strong engagement framework for transitional bond issuers that are high carbon emitters.

“We must now agree on a binding review mechanism under international law, so that this century can credibly be called a century of decarbonisation” – Angela Merkel

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Previsioni ed analisi

The Great Energy Transition: Moving to a carbon-neutral future

The energy transition is the pathway towards transformation from fossil-based to renewable, zero-carbon energy sources in order to meet the 2015 Paris Agreement and Government targets by 2050. At its heart is the need to reduce energy-related CO2 emissions to limit climate change.

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Previsioni ed analisi

Liquidity, quality and recovery

Dan Moreno, Head of Emerging Market Debt, provides latest insight into the market environment and positioning of the Mirabaud – Global Emerging Market Bond strategy, which takes a blended approach between hard and local currency bonds.

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Previsioni ed analisi

Themes, ESG, income and dividend growth: The key to dividend sustainability

We believe that Income investors need to focus as much on Dividend Growth as they do on Dividend yields, as the combination of the two determine what total income will be paid out over time. Durability of dividend growth is supported by our multi thematic approach.

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Comunicati stampa

MIRABAUD ASSET MANAGEMENT COMPLETA L’ACQUISIZIONE DI UN CAMPUS DI UFFICI NEL NEW JERSEY (STATI UNITI)

Ginevra, 23 giugno 2021 – Mirabaud Asset Management, in collaborazione con EXAN Group, società basata a Miami, ha acquisito un campus di uffici a Warren, nel New Jersey, occupata da un locatario di elevato standing. Exan ha operato come advisor nell’acquisto dell’asset da parte di una società commerciale immobiliare istituzionale con sede in Lussemburgo, strutturata da Mirabaud Asset Management per conto della sua clientela internazionale. Il campus, composto da due edifici, è stato acquisito per 150,25 milioni di dollari, i venditori sono Rubenstein Partners di Philadelphia e Vision Real Estate Partners, con sede nel New Jersey.

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Pubblicazioni

Pubblicazioni

Previsioni ed analisi

Is now the time to increase delta?

Nicolas Cremieux outlines recent positioning activity for the Mirabaud – Sustainable Convertibles Global Fund.

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Previsioni ed analisi

Inflation Matters

David Kneale looks at the possible impact of inflation on UK PLC. UK consumer price inflation has recently risen to 1.5% from around 0.5%[1].

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Previsioni ed analisi

Sell in May

It has been a while since my last missive. I must admit, I left it for a few weeks, hoping that there would be some eventful news to comment on. The logical move would have been for investors to take profits after a very strong Q1, feeling full of self-congratulation that the market was over-extended, in bubble territory and due a nice pullback.

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Previsioni ed analisi

From greenwashing to "green-making", or how words become actions

In the age of "ecological homo economicus", economic growth and protecting the planet will undoubtedly come to represent two sides of the same coin. We explain how, by applying a systems perspective to finance in the coronavirus pandemic.

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