Views of our experts

COP26: Making Progress in Commitments and Actions

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

Read more

Views of our experts

Post-pandemic Investments and Insights 2021: Focus on Healthcare

'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.

Read more

Views of our experts

“So, Tesla, sustainable or not sustainable?!”

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.

Read more

Views of our experts

China property prices

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…

Read more

Views of our experts

The post-pandemic strategy of the contracting industry

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…

Read more

Views of our experts

Diabetes devices and how one Swiss medical technology company is adding value

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.

Read more

Views of our experts

ESG Considerations, Real World Impact and Alpha Generation

‘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…

Read more

Views of our experts

Engine No. 1 versus ExxonMobil: Climate shareholder activism pays off

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.

Read more

Views of our experts

Stable and dynamic M&A momentum despite the pandemic

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.

Read more

Views of our experts

Structural change at the office?

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

Read more

Views of our experts

Back to future for the German solar module

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…

Read more

Views of our experts

Inflation/Deflation and the Dash for Growth

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

Read more

Views of our experts

The boss leaves, CSR stays

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.

Read more

Views of our experts

High-speed renewable energy (without crashing)

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.

Read more

Views of our experts

Post COVID? It's better than before! Why we predict a strong earnings season ahead

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

Read more

Views of our experts

“Content is King”. Why Media M&A is likely to accelerate

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”.

Read more

Views of our experts

THE TOPIC: NIGERIA’S DASH FOR GAS

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

Read more

Views of our experts

Mirabaud's Swiss equity head: time to switch to value

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.

Read the article

Publications

Key achievements & figures

"Key achievements and figures in 2020" presents information related to the strategic development and the financial results of Mirabaud Group.

Download PDF

Publications

Mirabaud Brochure

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

Download PDF