Views of our experts

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.

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.

While the Swiss prepare to EU 'chill', we will see a market resurgence from Covid with strong earnings momentum.

Streaming overload or is content still king? Why there is no going back from a path of mega media mergers as the entertainment “Empire Strikes Back”.

How does a country like Nigeria manage their development and growth in circumstances of energy scarcity and power outages?

Citywire, October 2016 - Investors may have had their hands forced, but the recent flow of cash into emerging markets is perfectly logical, argues Mirabaud Asset Management’s Gero Jung

Citywire, 28 September 2016 - It's almost time for investors to switch their attention from quality names with rich cash flows to value stocks. This is according Paul Schibli, head of Swiss equities at Mirabaud, who has shifted over the past month towards more cyclical value stocks in his Mirabaud - Equities Swiss Small and Mid Cap strategy.