Video

Mirabaud Global Climate Bond Fund - Hybrid Approach

It's not sufficient alone to have green bonds in a climate-related fixed income portfolio, or transition bonds on their own. You need a combination of the two.

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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Video

Mirabaud Global Climate Bond Fund - Engagement

Andrew Lake discusses the robust engagement framework for the Global Climate Bond strategy and outlines our three clear goals.

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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Video

Why does the composition of convertible bond benchmarks matter?

The Refintiv Global Focus Convertible Bond Index is by far the most widely used benchmark, as it is available in hedged versions against major currencies and It follows selection criteria for liquidity and size, as well as rules for price and conversion premium.

Video

How big and diversified is the overall market?

Due to the pandemic-driven issuance boom, the global market capitalisation of the convertible universe has reached a market value of about $500bn, with over one thousand issues – each with an approximate average size of $500m.

Video

Why is a large proportion of the convertible bond universe not rated?

Convertible bonds add credit diversification as about two-thirds of issues are currently not rated by S&P or Moody’s.

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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Video

Why do companies issue convertible debt?

Convertible issuers are diverse - from fast-growing small-cap to mature large-cap corporations. Companies may choose to issue convertible securities over shares or bonds for 5 reasons.

Video

Why is Convexity important?

The amount by which the value of the convertible can decrease is limited by the bond value, while the amount by which value can increase is potentially unlimited.

Video

What is a balanced profile?

The attributes of an individual convertible can change over time, making it more stock-like or more bond-like, allowing investors to take a variety of positions, depending on the strategy deployed.

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