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The last two years have been highly unusual, with several sectors experiencing record – although clearly unsustainable – conditions. Mirabaud Equity Research’s Toby Clothier examines what the future may hold as restrictions ease…

The pandemic has acted as a driver of renewable energies but it has also sent shock waves throughout the industry – the shock of energy prices, inflation and more. In addition, if the market starts to see a fast upturn in interest rates, listed companies may be affected. With this in mind, many are turning to integrated utilities and IPPs, whose greatest value lies in installed assets and will likely benefit from higher electricity prices.

After the Great Depression of 1930 and the Great Recession of 2008, now comes the “Great Resignation”. It is no longer possible to escape this term, so much so that it is stirring the media and causing concern among American companies.

Zurich, 3 February, 2022 – Jan Widmer has joined the Swiss equity team as Portfolio Manager at Mirabaud Asset Management (MAM) - a European asset manager focused on high conviction investing and a driving force for active sustainability.

In the last few months, most of us have experienced wanting to buy an item that could not be delivered for a few months or even at all. The item may still be floating on a tanker on the high seas or stuck in a port in China. There is no doubt that supply chains are challenged, which creates pain, but also opportunities. One such opportunity is the demand for automated warehouse solutions - a structural growth theme over the next years…

As we enter 2022, one thing is more apparent than ever; it is a Macro Market. Scrutinising the detail, you might find yourself scratching your head as blue-chip investments backfire. It is vital to know which way the wind is blowing before setting sail. In 2022, we believe it is blowing East, towards Japan.

For more than a decade, brands such as Primark, H&M or Zara have achieved widespread commercial and financial success based on the “Fast Fashion” business model. Demonstrating remarkable logistical skill, these companies are able to adapt to the changing tastes of their customers and renew their assortments in a matter of a few weeks. They are now being challenged and, for some, even overtaken by new, even more disruptive and less sustainable players: the “Ultra-Fast Fashion” companies.

Geneva/London, 17 December 2021 – The status of Limited Partner of the Mirabaud Group is renamed Equity Partner. Anu Narula is appointed Equity Partner from 1 January 2022.

Madrid, 15 December 2021 – Mirabaud Equity Research Spain, the area of Mirabaud Specialised Services focused on the financial analysis of Spanish listed companies, has reaffirmed its strong commitment to the renewable energy sector, a market with an extremely positive outlook for the next decade. This sector has captured the interest of investors seeking long-term profitability and visibility, with strong support for the energy transition from governments and regulators, ambitious targets ahead and a time of low interest rates.

Will the current awareness of the ongoing climate catastrophe allow nuclear power to return to favour? This is the question addressed by our SRI specialist Simon Perrin in his December 2021 newsletter.

Paris, 30 november 2021 – Mirabaud Asset Management has expanded its suite of convertible bond strategies with the launch of a SMID-focused global convertible bonds strategy with a fully integrated ESG process.

Geneva, 29 november 2021 – In 2011, a long-term partnership was established between Interpeace –an international peacebuilding organisation– and Mirabaud. At a time when an unprecedented global movement is making its mark on sustainable finance, efforts for peace must also be a central focus. Peace is essential for sustainable development and promotes stability, growth and prosperity in countries. Without peace, there can be no economic growth and without inclusive economic growth, there can be no lasting peace.

As the COP26 recently ended, awareness of the climate emergency is on everyone’s mind worldwide. One activity in particular has been singled out for its negative impact on the climate, as well as water consumption and soil degradation: industrial livestock farming for meat production. But is plant-based burger sustainable?

Stefanie Scholtysik examines why rail remains by far the most energy-efficient mode of transport.

For many entrepreneurs, selling the company they founded or inherited from their parents, whether to a competitor or to a private equity fund, is a hard decision to take. Based on their experience, our Corporate Advisory team recommends some “Dos and Don’ts".

The scandal facing Activision Blizzard since last July has not gone unnoticed, even by responsible investors. Let our SRI specialist Simon Perrin talk you through this sadly hot topic.

Geneva, 25 October 2021 – Mirabaud Asset Management has acquired a high-quality logistics facility in the US city of Greensboro, North Carolina, on behalf of its international clients.

Neil Campling discusses Apple's supply chain and who will take the pain of price rises…

Paris, 19 October 2021 – For the fifth consecutive year, Mirabaud is supporting the FIAC Hors les Murs (Beyond the Walls) urban exhibition project at Place Vendôme in Paris and is extending its partnership to the art trail in the Jardin des Tuileries and the Musée national Eugène Delacroix.

Madrid, 15 october 2021 – The Mirabaud Advisors team in Spain has advised a group of private investors in the sale of a solar photovoltaic plant to Plenium Partners. The plant is located in the rooftop of a logistics centre relevant to the Spanish fund which specialises in the acquisition and management of electricity generation assets from renewable sources. The fund has +2.2GW assets under management (c.€1Bn equity investment).