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Senior Equity Analyst Alvaro Navarro examines the dynamics around the upcoming COP26 summit.

'Public and private investors clearly strongly believe in the centrality of healthcare in the financial and real-world economy frameworks'. Gianpaolo Chiriano, Managing Director, Healthcare Equity Research & M&A Advisory, examines the future of M&A in the healthcare sector post-pandemic.

On May 28, 2021, Tesla joined the S&P 500 ESG Index, officially making the company a “sustainable” stock and, more importantly, allowing the brand to increase its valuation and become a core holding in many ETFs that track the index. Opinions on the sustainability of the security are divided, with lovers of the brand on one side and its critics on the other. Beyond this debate –which is difficult to decide conclusively–, this event highlights the differences of opinion among rating agencies and ESG data providers.

London, 21 september 2021 – Mirabaud Asset Management – the investment arm of the Mirabaud Group, an independent wealth and asset management group established in 1819 – has strengthened its UK relationship management team with the addition of Benjamin Carter as head of UK wholesale. Mirabaud also welcomes Michael Wang, and Elena Bignami to the company. Wang joins their Global Emerging Market (GEM) Equities team as a Senior Analyst / Deputy Portfolio Manager, working under the leadership of Charles Walsh on both the GEM and Asian ex-Japan Equities strategies, and Bignami joins the Responsible Investment team as an ESG analyst.

Head of Thematic and Global strategy, Toby Clothier, discusses the Chinese property sector. Having covered the theme in depth over the past few months, it seems to us that there is trouble brewing…

Madrid, 13 September 2021 – Mirabaud Advisors Spain has advised Nexus Energía in engaging a partner to acquire a relevant minority equity stake in the Company and provide funds to foster Nexus’ Business Plan.

The dynamics of some production factors cast doubt on the capacity of contractors to cope with the post-pandemic scenario. Some of them appear to have already made a decision…

Equity analyst and medical devices specialist Daniel Jelovcan sheds some light on the major Swiss listed diabetes medtech player Ypsomed and its key collaboration with Eli Lilly.

Geneva, 27 August 2021 – The Group recorded a 12% increase in assets under management as at 30 June 2021 compared to 31 December 2020. The operating result for the first half of the year stood at CHF 25.0 million. The Group’s consolidated net profit totalled CHF 20.9 million.

‘ESG matters and the fact that ESG considerations are becoming ever more embedded in government, corporate and investor agendas suggests its relative importance is only set to further increase.’ Jonathan Fyfe explores how the role of ESG will develop in the coming years…

Simon Perrin, specialist in socially responsible investments, highlights the battle between Engine No. 1 and ExxonMobil and how climate stakeholder activism participates in the decarbonisation.

Andreas Plattner, Head of Mirabaud Advisors, discusses the outlook for M&A post-pandemic and whether pent up deals will see a surge in activity in the latter half of 2021.

Paris 29 July 2021 – Mirabaud Asset Management – the investment arm of the Mirabaud Group, an independent wealth and asset management group established in 1819 – has made the first investments within its Mirabaud Lifestyle Impact & Innovation private equity vehicle.

Ignacio Mendez examines the future of office vs. home working and the impact on the real estate industry.

Equity Analyst Daniel König focuses on the Swiss German machinery producer at the forefront of the solar industry and holding off the challenge from China…

Toby Clothier, Head of Global Thematic and Strategy, discusses the hot topics of 2021 so far: inflation vs deflation and value vs growth.

The abrupt ousting of Emmanuel Faber, the charismatic boss of Danone, made international headlines in March. The media resonance of this governance matter is commensurate with the Group’s strong reputation in the field of sustainability. Despite the damage caused in terms of governance, Danone's strong ESG commitments must not be called into question.

Madrid, 6 July 2021 – The Mirabaud Advisors team in Spain has successfully structured the sale of a solar photovoltaic plant, advising a group of private promoters in the transaction with Lynx Renovables, a Spanish fund specialising in investments in electric generation assets with renewable sources.

Competitiveness is the key to development of renewable energies. Investment must remain in step with progress made in technology so that, with a new energy model free of fossil fuels, we may further develop progress and competitiveness of the economy in Europe.

London, 28 June 2021 – Mirabaud Asset Management has further strengthened its responsible and sustainable investment credentials with the launch of the Mirabaud – Global Climate Bond Fund.