Insight from our experts

Today our financial expert, Catherine Reichlin talks about the recent global increase in long-term yields. Indeed, while the pandemic has brought the monetary and fiscal policies to converge, the end of the crisis seems to accentuate gaps between countries and create discrepancies.

"Never bet against America" is what Warren Buffet says in a letter trumpeting Berkshire’s US-based assets in 2021. Listen to what our expert John Plassard has to say about that and his explanation regarding the economic growth of the US and its position against China.

US consumer spending, which represents more than 2/3 of total US economic activity, appears to be on fire... Could that be a sign of recovery for global growth? Listen to our Chief Economist Gero Jung to know more.

A new type of bond could be created this year: Nature bonds. The protection of biodiversity is now emerging as a crucial issue for financial markets, given that more than half of the world's GDP is based on natural resources. Pakistan could be the first state to take the plunge! A case to follow.

In this Weekly Update, John Plassard points out the challenges this economic downturn poses for technology companies and their place in the market. FANGs are facing major issues. This leads to the question: is this the end of technological values?

Time to switch from growth to value stocks? Listen to our economist & strategist Marie Thibout, giving us a sectorial allocation update, to know more about this question.

The word reflation is currently around every corner... what is it exactly and how does it affect bond markets? Let Catherine Reichlin tell you more about it in her Bond Moment.

Wouldn't we be underestimating the importance and the value of sand? Listen to John Plassard's insights on this crucial material.

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.

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?

John Plassard today puts a special focus on the US Treasury yields and answer 5 major questions around it. Why is the yield of the 10-year rising so sharply? Is the risk of inflation really that big?... Listen to his rich analysis of the day.

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?”.

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.

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.

While traditional currencies are going through a period of crisis, cryptocurrencies have the wind in its sails. Will we soon be paying bread in Bitcoin rather than in euros? Listen to John Plassard's insights.

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.

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.

John Plassard today talks about what could be seen as benefits of the actions of the Reddit community on the stock markets... what if their approach saved companies that were on the verge of bankruptcy?

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

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.