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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Is now the time to increase delta?

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

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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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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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An asset class that strives to offer an excellent risk / return ratio

Convertible bonds are an asset class in their own right, too often overlooked, which offers performance close to equities over a long term with much lower levels of volatility.

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Themes, recovery names and changes in the Mirabaud - Sustainable Global Focus Fund

Since the vaccine announcement in November last year, there has been a significant rotation out of growth into value. Despite good earnings momentum in companies across growth sectors, market leadership continues to be dominated by the more ‘hard’ cyclical names.

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Summertime and the living is easy

One year gone in a new UK equity bull market. The recovery in ‘crowd space services’, a successful vaccination programme and significant pent-up consumer demand all coincide with an acceleration of online activity. Jeremy Hewlett outlines why this is highly positive for UK equities.

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The Brave New World

We asked our investment collective for their views on where the global economy will go next. What’s clear is that this environment will most likely suit investors that can make active, high conviction decisions as they navigate the road ahead. Read more from our investment collective here.

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Previsioni ed analisi

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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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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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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How bad is it?

Where next? Despite stronger economic data, markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed income markets over the next few weeks? And does the outlook for 2021 remain positive?

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