Macro Update

Cyclical equities

Why do we maintain a positive view on cyclical equities in a context in which analysts fear that the reflation trade is already priced into markets, and rising long-term yields in the US could hurt equities? Listen to Valentin Bissat to know more.

Bond moment

Total.ly surprising

Catherine Reichlin today reflects on Total's surprising announcement to issue only sustainability linked bonds to finance its operations. Will investors respond more favourably than when Repsol made a similar attempt in 2017?

Weekly Insights

Rendite US-Staatsanleihen

John Plassard legt heute einen besonderen Fokus auf die Rendite die US-Staatsanleihen und beantwortet in diesem Zusammenhang 5 wichtige Fragen. Warum steigt die Rendite der 10-jährigen Anleihen so stark an? Ist das Risiko einer Inflation wirklich so hoch?... Hören Sie sich seine ausführliche Analyse des Tages an.

Ask Mirabaud

Options & volatility

We are thrilled to launch our new mini-series "Ask Mirabaud". Once in a while, we will pick a subject and elaborate on it. In this first episode, listen to Abdel Hamidouche answer the questions “what is an option and what is volatility?”.

Macro Update

US fiscal largesse: is it too much?

Could the new fiscal stimulus plan, unveiled by the Biden administration, increase the risk of an overheating US economy? Gero Jung clarifies this hot topic for you today.

Bond moment

It's Party time!

For the first time ever, the average yield to maturity in US High Yield fell under… 4%! Can we still talk about High Yield? With the recent bond issued by Party City, Catherine Reichlin examines this unprecedented situation.

Weekly Insights

Demokratisierung der Kryptowährungen

Während die traditionellen Währungen in der Krise stecken, sind Kryptowährungen im Aufwind. Werden wir unser Brot bald in Bitcoin statt in Euro bezahlen? Hören Sie sich an, was John Plassards in seinen Wochennews dazu sagt.

Macro Update

Retail investors: a disruptive power for financial markets?

Could retail investors, such as the "Reddit community", be a disruptive power for financial markets? And what effects can we expect in the middle to long term? Listen to the analysis of our economist & strategist Marie Thibout on this very trending topic.

Bond moment

Crossover Zone

How crowded is the "crossover zone" of the rating agencies - a transition zone shared by issuers that are on the verge of downgrading from Investment grade to High-yield or vice-versa? It appears that the situation is somewhat improving. Listen to Catherine Reichlin's analysis.

Weekly Insights

Die verborgene Seite des GameStop-Phänomens

John Plassard spricht heute über das, was als Nutzen der Aktionen der Reddit-Gemeinschaft an den Aktienmärkten gesehen werden könnte... was wäre, wenn ihr Ansatz Unternehmen rettet, die sich am Rande des Ruins befinden?

Macro Update

Chinese Market

In this week's Macro & Strategy update, Valentin Bissat tells us all about the Chinese market and what to expect from it.

Bond moment

A certain idea of sharing

Today, Catherine Reichlin explains the difference between sustainable bonds and sustainability linked bonds. The example of Tesco is once again proof that some details can change the big picture.

Weekly Insights

Zurück zu Aktienrückkäufen

Die Aktienrückkäufe sind zurück, mit dem Segen der Fed. Welche Rolle spielen sie derzeit? John Plassard erörtert dieses Thema in seinen Wochennews.

Macro Update

Central Bank Policy Action Monitor

In today's update, our Chief economist Gero Jung focuses on central bank policy, and in particular on the last ECB policy meeting. Let him guide you through three main outcomes of this meeting.

Bond moment

Who leads the tango?

Catherine Reichlin looks back at the mixed success of Spanish Treasury's first issue of the year and shows that the balance between issuers and investors is shifting over time... but who leads that dance?

Weekly Insights

Angst vor einer Inflation?

Die Inflation ist ein Thema, das in den vergangenen Wochen immer häufiger auftaucht und für viel Unruhe sorgt. Wie können Sie Ihr Vermögen diversifizieren? John Plassard gibt Ihnen in den aktuellen Wochennews einige Tipps.

Macro Update

Bond market prospects

What are the prospects for bond markets in the context of a reflation scenario and possible future tapering by the Federal Reserve? Let our Economist & Strategist Marie Thibout tell you more.

Bond moment

SRI surge

In her Bond Moment, Catherine Reichlin today tells us about a positive outcome of the year 2020: the growing interest for socially responsible investment (SRI). Proof is: green, social, sustainable bonds and sustainability-linked debt have set new records.

Weekly Insights

Alles über den FTSE

Heute kehrt John Plassard zu seiner Studie mit dem Titel "Sollten wir den FTSE100 kaufen?" zurück, um uns ein Update zu geben. Gibt es eine echte Investitionsmöglichkeit oder nicht? Lassen Sie sich von ihm durch seine Gedanken führen.

Macro Update

Positioning overview

What is Mirabaud Asset Management's position on US dollar & gold? In this first video of 2021, our Senior Economist / Strategist Valentin Bissat gives us a brief overview, based on several political and economic factors.