Views of our experts

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.

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…

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.

‘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.

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.

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.