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.

Visit the Compass website

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

Why Japan is our star pick for 2022

As we enter 2022, one thing is more apparent than ever; it is a Macro Market. Scrutinising the detail, you might find yourself scratching your head as blue-chip investments backfire. It is vital to know which way the wind is blowing before setting sail. In 2022, we believe it is blowing East, towards Japan.

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Views of our experts

Even less sustainable than Fast Fashion: Ultra-Fast Fashion

For more than a decade, brands such as Primark, H&M or Zara have achieved widespread commercial and financial success based on the “Fast Fashion” business model. Demonstrating remarkable logistical skill, these companies are able to adapt to the changing tastes of their customers and renew their assortments in a matter of a few weeks. They are now being challenged and, for some, even overtaken by new, even more disruptive and less sustainable players: the “Ultra-Fast Fashion” companies.

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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

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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

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Switzerland

Laurent de la Beaumelle

Head of Equity Sales


MIRABAUD SECURITIES LIMITED
29, Boulevard Georges-Favon
1204 Geneva
T +41 58 816 86 60

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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

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