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

Hungry for growth?

Global food delivery companies face slowing growth and rising rates. Over the past few years, the food delivery space has grown significantly by becoming habitual to consumers. The sector’s growth has been driven by the advent of appealing, user-friendly apps and tech-enabled driver networks, coupled with changing consumer expectations and further boosted by the COVID pandemic.

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Views of our experts

Is it 2022, or is it 2000 again?

Weak earnings and outlooks from the mega-cap technology companies have led to comparisons being made to the dotcom 1.0 bust of March 2000. The mega caps are important, not just for sentiment. The scale of these businesses and their market caps and enterprise values have been mesmerising.

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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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