Ask Mirabaud

Options & volatility

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?”.

Macro Update

US fiscal largesse: is it too much?

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.

Bond moment

It's Party time!

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.

Weekly Insights

Democratisation of cryptocurrencies

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.

Macro Update

Retail investors: a disruptive power for financial markets?

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.

Bond moment

Crossover Zone

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.

Weekly Insights

The hidden side of the GameStop phenomenon

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?

Macro Update

Chinese Market

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

Bond moment

A certain idea of sharing

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.

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?