Global thematic & strategy
Long Term Macro/Thematic ideas: Scanning global equities, fixed-income, currencies, commodities and alternative asset classes to assist our clients in correctly identifying the big picture and emerging trends.
Equities/Stock selection/Baskets: We express the above themes in long and short single stock selection and carefully curated Baskets. Our clients receive updates through our daily and weekly research products.
TMT (Technology, Media and Telecommunications): One of our core strengths lies in our global TMT sector coverage. Our TMT team, led by Neil Campling, offers daily and weekly updates alongside TMT focused baskets.
Strategy: Our "10 point checklist" notes are designed for Fund Managers and buy side Analysts looking for notes which can provide the most information possible on a stock in a condensed format, whilst assuming little prior knowledge of the stock. Long term trends in value creation, cash flow, capital allocation and much else are ticked off in our simple 10 point checklist format.
Compass: Our proprietary quant tool "Compass" assists our team in confirming existing, and generating new ideas.
The Mirabaud Compass screening tool analyses millions of data points and allows users to evaluate over 18,000 stocks globally for Valuation, Quality and Momentum.
Spanish Equities
The Mirabaud research team based in Madrid offers specialized insight into their home markets. The team covers 60 Spanish stocks with specific focus on small & mid cap names, including a top down Strategy Equity Research product focus on the Spanish market.
The team also organises roadshows and reverse-roadshows. Our Spanish researchers have been awarded Starmine awards for three years.
Swiss Equities
The product covers Swiss companies, focusing on small & mid cap.
In addition to the generalist analysts, the team comprises niche specialists in healthcare (pharma, med tech and biotech) and industrials providing valuable insight and ideas in these sectors.
The team focuses on fundamentals, competitive positioning and pipelines, and generates a balanced top down and bottom up product, which identifies mismatch between market cap and intrinsic value through cash flow modelling for longer-term investors. The team provides corporate access to clients through the organisation of roadshows and reverse-roadshows throughout the year.
Views of our experts
Alternative energy shines brighter
‘There is a sizeable gap between vision and theory on the one hand and the reality on the other hand.’ Daniel Koenig explores the hurdles facing the race for renewable energy in Europe.
Views of our experts
The circular economy takes on fast fashion
With the circular economy high on the political agenda, the European Commission's goal is to make all textile products recyclable by 2030. Given its negative impact on the environment, the fashion sector appears to be a prime target.
Contact us
United Kingdom
Neil Campling
Head of TMT Research – GTS Group
MIRABAUD SECURITIES LIMITED
5th Floor
10 Bressenden Place
SW1E 5DH London
T +44 20 3167 7150
United Kingdom
Toby Clothier
Head of Global Thematic and Strategy
MIRABAUD SECURITIES LIMITED
5th Floor
10 Bressenden Place
SW1E 5DH London
T +44 20 3167 7150
Switzerland
Laurent de la Beaumelle
Head of Equity Sales
MIRABAUD SECURITIES LIMITED
29, Boulevard Georges-Favon
1204 Geneva
T +41 58 816 86 60
Spain
Javier Colas
Head of Spanish Equities
MIRABAUD SECURITIES LIMITED, SUCURSAL EN ESPAÑA
Paseo de la Castellana 21
2ª Planta
28046 Madrid
T +34 91 793 78 20