Insight from our experts

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.

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

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.

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?

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.

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.

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.

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.

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.

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!

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.

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?