Previsioni ed analisi

How the Alcon spin-off will change the Swiss market

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains how the new big player will impact the SMI on CNNMoney Switzerland.

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Come essere esposti a un tema consente di mantenersi indipendenti dall’andamento del ciclo

Anu Narula, responsabile dell'azionario globale da Mirabaud Asset Management, discute con Advisor Online

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Federal Reserves confirms its Ultra-Dovish Outlook

Flash Note by the Strategy Team

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Previsioni ed analisi

Notes From the Road - South Africa

Neville Shaw, Portfolio Manager on Mirabaud’s Global Emerging Markets Equity Team, outlines some of his observations following a recent trip to South Africa.

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Previsioni ed analisi

THE ECB EXTENDS ITS STIMULUS AS IT CUTS GROWTH FORECAST

Flash Note by the Strategy Team

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Previsioni ed analisi

Weak European growth weighs on Adecco

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains on CNN Money Switzerland why employment service giant Adecco is taking a hit on the stock market. Bürki also discusses why he’s cautious about Sunrise’s acquisition of UPC and what he expects from ABB’s new strategy.

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Approfondimenti su temi globali 2019

Ogni anno, il team di Global Equities rivede i temi chiave che, secondo loro, creeranno cambiamenti significativi nei diversi settori industriali.

Oggi, riteniamo che i temi siano più importanti che mai in un momento in cui le economie mondiali sono in un ciclo di bassa crescita. Il FMI ha appena abbassato la sua previsione di crescita globale per il 2019 dal 3,5% al 3%. E' il piu' basso degli ultimi tre anni. In questo contesto, le aziende hanno bisogno dei propri motori di crescita a lungo termine.

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Why Swiss Banks are still suffering

Nicolas Bürki, Portfolio Manager and Analyst within Mirabaud Asset Management’s Swiss Equities team, exchanges with CNN Money Switzerland on the topic.

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Mirabaud Global Themes 2019

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Citywire Discovery Report - An outstanding year for Anu Narula

What makes these returns even more impressive is that despite making the most of last leg of the bull market, Anu Narula has so far avoided the worst of the recent falls

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Previsioni ed analisi

Fixed Income Update

Andrew Lake, Head of Fixed Income at Mirabaud Asset Management, shares his views for the Fixed Income Market in 2019

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Previsioni ed analisi

Emerging Market Equities - Review 2018

Daniel Tubbs, Head of Emerging Market Equities, shares his round up of 2018 and his outlook for the year ahead.

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Previsioni ed analisi

UPDATE ON EMERGING MARKETS EQUITIES

Daniel Tubbs, Head of Emerging Market Equities for Mirabaud Asset Management, gives his latest insight into the asset class following the recent market volatility

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Previsioni ed analisi

NOTES FROM THE ROAD

Charles Walsh, Portfolio Manager on Mirabaud’s Global Emerging Markets Equity team, outlines some of his observations following a recent trip to India

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Previsioni ed analisi

THINK EQUITIES ARE VOLATILE? CONSIDER CONVERTIBLES!

Previsioni ed analisi

Azionario emergente, è il momento giusto: la view di Mirabaud

Azionario emergente, è il momento giusto: la view di Mirabaud

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EMERGING MARKET DEBT QUARTERLY UPDATE

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CITYWIRE DISCOVERY - A VERY REWARDING YEAR IN THE GLOBAL EQUITY SECTOR FOR ANU NARULA

Previsioni ed analisi

Anu Narula, Head of Global Equities at Mirabaud Asset Management, shares his approach to investing and reshaping his portfolios that allowed for a swift turnaround in performance with Citywire Wealth Manager

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