Weekly Insights

Buybacks are back

Buybacks are back, with the blessing of the Fed. What role do they play currently? John Plassard discusses this topic in his Weekly Insights.

Macro Update

Central Bank Policy Action Monitor

In today's update, our Chief economist Gero Jung focuses on central bank policy, and in particular on the last ECB policy meeting. Let him guide you through three main outcomes of this meeting.

Bond moment

Who leads the tango?

Catherine Reichlin looks back at the mixed success of Spanish Treasury's first issue of the year and shows that the balance between issuers and investors is shifting over time... but who leads that dance?

Weekly Insights

Afraid of inflation?

Inflation is a theme that has become more and more recurrent in the recent weeks and is causing a lot of concern. How to diversify your assets? John Plassard gives you a few hints in this Weekly Insights.

Macro Update

Bond market prospects

What are the prospects for bond markets in the context of a reflation scenario and possible future tapering by the Federal Reserve? Let our Economist & Strategist Marie Thibout tell you more.

Bond moment

SRI surge

In her Bond Moment, Catherine Reichlin today tells us about a positive outcome of the year 2020: the growing interest for socially responsible investment (SRI). Proof is: green, social, sustainable bonds and sustainability-linked debt have set new records.

Weekly Insights

All about the FTSE

Today John Plassard comes back on his "should we buy the FTSE100?" study to give us an update. Is there a real investment opportunity or not? Let him guide you through his thoughts.

Macro Update

Positioning overview

What is Mirabaud Asset Management's position on US dollar & gold? In this first video of 2021, our Senior Economist / Strategist Valentin Bissat gives us a brief overview, based on several political and economic factors.

Bond moment

Better little than less than nothing

What consensus for the euro zone bond market can we expect in 2021? Catherine Reichlin tells us that if the low level of bond yields is not good news for future performance, the measures announced by the ECB give reason to hope!

Macro Update

ECB watcher

How do the most recent actions taken by the European Central Bank impact the Swiss monetary policy? This is what our Chief Economist Gero Jung focuses on today, in this last Weekly Macro & Strategy Update of 2020.

Bond moment

We need more Caire

Diversifying sources of financing is key to limit dependence on creditors and Egypt is the perfect example. Above progressing in delivering its local debt on Euroclear, Egypt has been active on the green bond market since this autumn. This casts a light on the E of ESG. But what about the "Social" & "Governance" levels?

Weekly Insights

Natural Language Generation (NLG)

What is NLG, how does it work and concretely how important of a theme is this sub-division of artificial intelligence? Listen to John Plassard and his avatar to know more about it.

Macro Update

All about USD

Our economist & strategist Marie Thibout focuses on the US dollar today. They have been negative on USD since last March and implemented a double underweight for several profiles this summer. Was it a good call?

Bond moment

Abracadabra

Do the central banks have superpowers? And how would they affect bond markets? This is the magic trick explained by Catherine Reichlin today.

Weekly Insights

Avatar

To what extent can avatars really replace human beings? How are they created; in which fields could they be useful and in what sense? Let John Plassard... or rather his avatar... take you through this subject today.

Macro Update

Gold

How is gold doing and what role does it hold in our asset allocation? Along with the divergence between gold and bitcoin prices, Valentin Bissat tells us more about this in today's Weekly Macro & Strategy Update.

Bond moment

The love boat

Catherine Reichlin talks about credit markets and its reaction to the announcement that the Fed could end its credit facility programme. The symptomatic example of Carnival shows the ambient optimism linked to the materialisation of a vaccine but also to the certainty that at the slightest stress, governments will intervene again.

Weekly Insights

Janet Yellen

It is today the potential next US Secretary of Treasury Janet Yellen who is at the center of John Plassard's interest. What will be her next challenges and how did investors react to her nomination?

Macro Update

2021 economic outlook

In today's issue, Gero Jung summarises his 2021 economic outlook... and while short term bumps in the road exist, the economic outlook looks overall encouraging next year!

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.