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What are the five key tailwinds supporting convertibles in 2021?

In this video Nicolas outlines the five key tailwinds for 2021, covering Convexity, the pick-up, duration protection, volatility and the strength of the primary market.

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All Change

Vaccinations and the pandemic are still taking different paths globally, leading to ongoing change but economic recovery remains. Andrew Lake explains why earnings and the broader vaccination outlook will be key to the sustainability of the recovery story.

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Accessing the climate transition opportunity

What does this really mean for both investors and their clients? How motivated are investors to choose investments for the truly long term and the more holistic outcome of climate reduction, de-carbonisation and ultimately sustainable ESG policies?

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Inflation and how to deal with it.

Inflation and how to deal with it. Andrew Lake looks at the possible inflation scenarios and the concept of ‘good’ inflation.

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Staying in focus

Euphoria in global fixed income markets one minute to gloom the next! Should we be worried? Read Andrew Lake’s latest insight here

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MIRABAUD ASSET MANAGEMENT RECEIVES TWO ‘BLOCKBUSTER’ FUND RATINGS FROM FUNDSPEOPLE

Congratulations to our Global Equity team and Fixed Income team for obtaining the Blockbuster rating from FundsPeople Italia for the Mirabaud – Sustainable Global Focus Fund and the Mirabaud – Global Strategic Bond Fund. This rating is awarded to funds that, as of Dec 31 2020, recorded assets in Italy greater than or equal to 200m Euros.

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Which direction?

Much like the container ship in the Suez Canal, the financial markets – for the most part – have been fairly immovable of late both in the face of several conflicting themes – hope, better data, a “third wave” of the virus in Europe and a fairly haphazard global campaign of vaccination. The likelihood is that the second quarter will be much more positive for a number of reasons. Andrew Lake explains more.

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Groundhog day

Here we go again: Europe is experiencing more lockdowns. We are seeing some signs of a resurgence of the virus in certain states across the US. What does this mean to the economic growth prospects across each region? Andrew Lake explains more.

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A brief holding pattern

Fixed income markets remain in a holding pattern. Meanwhile, the prospect of rising economic growth with stimulus is creating anxiety about inflation. Should we be worried?

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MIRABAUD ASSET MANAGEMENT RAFFORZA IL TEAM FIXED INCOME CON LA NOMINA DI NICOLAS CREMIEUX A CO-HEAD DEL TEAM CONVERTIBLE BONDS E DI AL CATTERMOLE A DEPUTY PORTFOLIO MANAGER DEI FONDI MIRABAUD – GLOBAL HIGH YIELD BONDS E MIRABAUD – GLOBAL SHORT DURATIO

Parigi e Londra, 11 marzo 2021 – Mirabaud Asset Management, società di gestione del Gruppo Mirabaud, ha rafforzato la propria expertise nel settore delle obbligazioni convertibili con la nomina di Nicolas Cremieux a Co-head del team Convertible Bonds. Inoltre, Al Cattermole è stato nominato Deputy Portfolio Manager per i fondi Mirabaud – Global High Yield Bonds e Mirabaud – Global Short Duration, potenziando ulteriormente il team Fixed Income di Mirabaud Asset Management.

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HIGHER YIELDS, HIGHER GROWTH...THAT'S OK ISN'T IT?

It has been a rollercoaster of a ride for US Treasuries recently. Where next? Andrew Lake shares his insight into the week’s events in fixed income markets.

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Reflation? Taper tantrum?

The main subject of interest in fixed income markets is the reflationary argument. What is the impact and should we be concerned about rising inflation and interest rates?

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Impressive start to February

An impressive start to February in global fixed income markets. Are financial markets over-extended? Andrew Lake provides his insight into inflation, bubbles and the US dollar.

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Anu Narula, Head of Global Equities and Paul Middleton, portfolio manager, outline their themes for 2021

Themes for 2021: Our global equities team has identified nine broad themes that position companies to take advantage of transformative, long-term trends. We’ve summarised them here.

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