Views of our experts

Over-Earners and Under-Earners: Thoughts on the demise of the Covid “new normal”

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…

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Views of our experts

2022 outlook: Renewable energies are facing obstacles

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.

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Views of our experts

The Great Resignation: the social challenge for companies

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.

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Press releases

MIRABAUD ASSET MANAGEMENT BOLSTERS SWISS EQUITY EXPERTISE WITH NEW HIRE

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.

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Views of our experts

Supply Chain Bottlenecks and the journey from manual warehouses to fully autonomous supply chains

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…

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Views of our experts

Why Japan is our star pick for 2022

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.

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Views of our experts

Even less sustainable than Fast Fashion: Ultra-Fast Fashion

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.

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Press releases

Mirabaud announces an evolution in its management structure and appoints Anu Narula as new Equity Partner

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.

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Press releases

RENEWABLES GAIN PROMINENCE IN MIRABAUD’S SPANISH EQUITY RESEARCH PORTFOLIO

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.

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Views of our experts

Nuclear power: still a taboo subject?

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.

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Press releases

Mirabaud Asset Management unveils SMID-focused global convertible bonds strategy

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.

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Press releases

Finance for Peace — Interpeace and Mirabaud mark 10 years of their partnership for peace during "Building Bridges" Week

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.

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Views of our experts

Is the plant-based burger sustainable?

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?

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Views of our experts

2021: The European year of rail

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

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Views of our experts

Selling a company - Dos and Don’ts

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".

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Views of our experts

Gender equality and diversity: a central theme for responsible investors

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.

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Press releases

Mirabaud AM acquires mission-critical US logistics facility

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.

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Views of our experts

When Apple catches ‘a cold’, their supply chain gets the ‘flu’

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

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Press releases

Mirabaud supports "The FIAC Hors les Murs" for the fifth consecutive year and extends its partnership

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.

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Press releases

Mirabaud Advisors acts for investors in sale of photovoltaic plant to Spanish fund Plenium Partners

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).

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Videos

Insight from our experts

To find all the videos of our experts, Catherine Reichlin's Bond Moment, Weekly Insights with John Plassard, Ask Mirabaud and Macro updates, please visit the dedicated web section.

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Publications

Key achievements & figures

"Key achievements and figures in 2021" presents information related to the strategic development and the financial results of Mirabaud Group.

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Publications

Mirabaud Brochure

Find out more about the Mirabaud Group, its activities, its values, its history and its commitments.

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