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Global Focus Fund - Recap of Fund Traits

Anu Narula, recaps on key drivers for the Global Focus strategy as we move into the second half of 2021.

Video

Mirabaud Global Climate Bond Fund - Transition

Andrew Lake outlines the importance of decarbonisation as companies move to net-zero approach to tracking progress with bond issuers.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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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Why is delta a useful measure?

The delta, which scales between 0 and 100%, captures the change in the price of the convertible bond, for a percentage move in the underlying share price.

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What is a convertible and why this asset class can’t they be replicated by holding a portfolio of bonds and equities?

A convertible bond is a debt that pays a coupon, it has a maturity date and includes an option to buy the shares at a premium to the current price.

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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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FED's monetary policy meeting

Valentin Bissat casts a light on macro economic data and central banks' decisions in this Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

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Chinese recovery

Marie Thibout casts a light on macro economic data and central banks' decisions in this Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

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Monetary Policy

Gero Jung casts a light on macro economic data and central banks' decisions in his Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

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Update on Fixed Income Markets

In this short video, Andrew Lake, Head of Global Fixed Income, talks about opportunities, defaults and changing fixed income leadership.

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Attackers, midfielders and defenders

Anu Narula, Head of Global Equities, talks about his distinctive approach to selecting companies with different growth characteristics

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