Bond moment

Forced diet

Catherine Reichlin, our Head of Research, talks about bond scarcity and how this impacts investors... and more particularly the conservative ones. Listen to her Bond Moment to start your week.

Weekly Insights

Hot topics

Today John Plassard decided to put two topics in the spotlight: the attractiveness of emerging markets and the unsteady situation of restaurants in the US. Discover his thoughts in his Weekly Insights.

Macro Update

Opportunities

In today's Weekly Macro & Strategy Update, our Economist & Strategist Marie Thibout gives us a global review of the opportunities offered by the current sectorial rotation in global equity markets.

Bond moment

Bear with me

In today's Bond Moment, Catherine Reichlin evokes Russia's great comeback on the euro bond market. An interesting tactical choice with a timing that is rather based on political considerations (American elections) than economic or financial ones.

Weekly Insights

In the spotlight

In today's Weekly Insights, John Plassard puts 3 key subjects in the spotlight: gold, prospects of the S&P500 and the sector rotation that appears in the equity markets. Some food for thought before the weekend.

Macro Update

Uncertainty

How exactly has uncertainty been affecting financial markets lately? And announcements of a Biden presidency and a COVID vaccine? Find out in Valentin Bissat's analysis.

Bond moment

In the Pocket

The Reserve Bank of Australia has been quite shy in terms of market measures so far. Until now. Catherine Reichlin takes us through the decisions taken in Australia.

Morning coffee

US election 2020: what’s next for financial markets?

Catch up on our US elections morning's live special with John Plassard and Gero Jung commenting the first results and their potential impact on markets...

Bond moment

SURE...veillance

In her Bond Moment, Catherine Reichlin focuses on the new SURE bonds issued by the EU. They come with a number of constraints, which will raise new challenges due to the large amount of data to be processed.

Weekly Insights

US Presidential election: market scenarios

A few days before the American presidential elections, John Plassard gives us a special edition of his Weekly Insights: he today establishes and analyses 4 potential market scenarios post Election Day on November 3rd.

Macro Update

Trumponomics

How does the US economy do under the Trump presidency? Our Chief Economist Gero Jung provides a preliminary economic assessment in today's Weekly Macro & Strategy update. No focus on politics... only pure economic statistics!

US election 2020: what's next for financial markets?

Join the Live stream on YouTube on November 4, at 8:30 a.m. (CET) to discover the views of two of our experts: John Plassard, Investment Specialist at Mirabaud and Gero Jung, Chief Economist at Mirabaud Asset Management.

Bond moment

SURE bond

How is the European bond market doing so far in 2020? New issues have been flooding and sustainability has become unavoidable. Listen to Catherine Reichlin's analysis in today's Bond Moment.

Weekly Insights

Farmers, unicorns and hot spots

Farmers, unicorns and the ECB, what do they have in common ? All three are addressed in the Weekly Insights with John Plassard this week !

Macro Update

And what about the Brexit?

Although less covered than the US elections, the ongoing Brexit issues and especially the lack of agreement between the UK & the EU could have adverse effects on the markets. How exactly? Listen to Valentin Bissat's analysis on the subject.

Bond moment

Marriage of convenience

In her Bond Moment, Catherine Reichlin discusses the current rebound in the credit markets and questions its continuation into a significant rally.

Weekly Insights

Money losing firms & Christine Lagarde

In today's Weekly Insights, John Plassard addresses the subject of money-losing firms in the US, designated Christine Lagarde as the "woman of the week" and points out a few events to keep on your radar next week.

Macro Update

The land of opportunity

What possible impacts could the US election have on equity markets? A lot of open doors, according to Marie Thibout. Listen to her Weekly Macro Update on Joe Biden's likely election and investment opportunities!

Weekly Insights

Airlines, Renewable Energy and next week...

In his new Weekly Insights format, John Plassard gets into some details about the airline industry, his new "Man of the Week" takes us into renewable energies and we'll know what to keep an eye on next week. Some food for thought for the weekend!

Macro Update

US jobs market

Following the release of last month’s employment data, Gero Jung today puts a focus on the US labour market in his Weekly Macro Update. Does the latest data affect his baseline scenario? And where does recovery in the Eurozone stand? Listen to his full update here.