Previsioni ed analisi
Previsioni ed analisi
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?
Previsioni ed analisi
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.
Previsioni ed analisi
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.
Previsioni ed analisi
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?
Previsioni ed analisi
2021 – the year of convertibles
2021 – the year of convertibles. Why is inflation, new issuance and valuation good for global convertibles this year? Find out more here from Nicolas Cremieux.
Previsioni ed analisi
Here we go again
The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflation moving back on the agenda. What does this mean for fixed income markets?
Previsioni ed analisi
Unloved and undervalued: Not for much longer?
Prospects for UK equities appear highly favourable for 2021, generally and specifically so. Generally, macro-economic policy is unprecedentedly supportive for financial assets, with returns potential highest amongst equites where free cash flow growth is theoretically worth relatively more than ever before, hence equities are an attractive asset class and arguably the asset class of choice.
Previsioni ed analisi
2020 review and 2021 outlook
While many will remember 2020 as an annus horribilis, the large-scale roll-out of vaccines will put the global economy back on the growth track in 2021. Aside from its health consequences, the Covid-19 pandemic has shaken up our lifestyles, consumption habits and social relationships. It has also raised questions about how our democracies work and brought whole swathes of the economy and culture to their knees.
Previsioni ed analisi
Reasons to be Cheerful
We are exceptionally optimistic about stock picking opportunity given the rich mix of events at aggregate levels and issues at idiosyncratic or individual levels: in effect the ‘top down and bottom-up’ mix is hugely supportive for stock performance which, in our opinion, sums to the effect that we are in a bull market.
Previsioni ed analisi
Two schools of thought continue
There are still two clearly defined schools of thought – more normality in 2021 with the vaccine news and concerns about the efficacy of vaccine distribution and the impact this will have on global economies. Andrew Lake gives his insight into how this impacts fixed income markets as we approach the end of 2020.
Previsioni ed analisi
The New Normal
Read our Multi-Asset team’s insight into positioning Multi-Asset strategies in the new normal, where they outline their cautious yet optimistic approach and what the recent vaccine announcements mean for equities.
Previsioni ed analisi
Game changers for UK Equities
The post-Covid world had the three upside catalysts for UK equities - resolutions to the US presidential election, Brexit’s final resolution, and an end to Covid. These headwinds will soon disappear. Find out what this means for UK Equity investing going forwards.
Previsioni ed analisi
Is there light at the end of the tunnel?
The recent vaccine news is very positive and 2021 could be a solid year for some parts of fixed income, especially in areas such as the fallen angels. However, quality in this environment remains key. Andrew Lake provides weekly insight into global fixed income markets.
Previsioni ed analisi
A roller coaster week
US Presidential Election - certainty is good but all eyes are now on the Senate. Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.
Previsioni ed analisi
THE VALUE IN EUROPEAN CONVERTIBLES
Standing strong: Is there value in European convertibles? Renaud Martin and Célia Levy discuss the resilience of European convertibles during the pandemic and the rising activity in the primary market, which is driving new and diversified opportunities.
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The rocky road to election victory
The ‘Blue Wave’ is not coming and it looks increasingly likely that the US Congress will remain split. What next? Andrew Lake, Head of Global Fixed Income, outlines what this means in navigating global fixed income.
Previsioni ed analisi
Lockdowns and the US Election
Lockdowns are looming and the US Presidential Election is upon us. Andrew Lake, Head of Fixed Income, covers what this means for fixed income markets, the importance of the ‘blue wave’ in the US and why control of the senate is critical.
Previsioni ed analisi
Finding liquidity and quality
Daniel Moreno, Head of Emerging Market Debt, outlines why liquidity and quality are important ingredients today and tomorrow.
Previsioni ed analisi
What is sustainable quality in UK equity investing?
UK Equities: Balancing value and quality. Jeremy Hewlett provides insight into navigating the UK equity market to find sustainable quality and value.
Previsioni ed analisi
The ‘Blue Wave’
Fixed income markets are pricing in a ‘blue wave’ during the November US Presidential Election. What does this mean for Treasuries and other assets? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.
Newsletter settimanale
Newsletter mensile
It has been an impressive start to February in global markets. Are financial markets now over-extended? Andrew Lake… https://t.co/FsgKxskeF3
There are four pillars that provide significant tailwinds for companies in the renewables space. How we see these f… https://t.co/ov7UOJffBS
Working with Miami-based EXAN Group, Mirabaud Asset Management expanded its real estate portfolio in the US, acquir… https://t.co/BT3xrPqVxF
Fixed income markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed… https://t.co/uKB3IMIPtM
What factors will make convertibles an attractive asset class this year? Read what Nicolas Crémieux, portfolio mana… https://t.co/oGPT1wwQwK
The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflatio… https://t.co/mkRhzKHISp
UK equities have attraction advantages relative to other equity markets, significantly stemming from Brexit. Discov… https://t.co/ozCxS9IdrT
We are pleased to announce that we have been awarded the SRI label for two of our Global Equity Strategies; the Mir… https://t.co/8EP0YUnTkw
2020 has seen many challenges. What should we be focusing on in 2021? We outline a number of areas for consideratio… https://t.co/kQgfENRFKB
Jérôme Paganini joins as Head of sales for Switzerland. Jérôme, who brings more than a decade of asset management e… https://t.co/HU6icBDs7Q