Views of our experts

‘There is a sizeable gap between vision and theory on the one hand and the reality on the other hand.’ Daniel Koenig explores the hurdles facing the race for renewable energy in Europe.

With the circular economy high on the political agenda, the European Commission's goal is to make all textile products recyclable by 2030. Given its negative impact on the environment, the fashion sector appears to be a prime target.

Equity analyst and life science specialist Daniel Jelovcan sheds some light on the niche market of peptide manufacturing. With one kilo of peptide costing as much as 4x the price of a kilo gold (more than CHF 200’000 per kilo), this is a lucrative industry.

The Russian assault on Ukraine is particularly shocking given the terrifying human cost it has caused since its outset, notably in terms of millions of refugees and civilian and military casualties. The war will also impact the climate and the course of the current energy transition, with negative repercussions in the short term but hopefully more positive ones in the long term.

In his latest article, Neil Campling discusses Stock-Based Compensation among tech companies. Why pay attention to this particular metric? Read his article to know more.

For each of the past 21 years, our experts have compiled a mechanically selected portfolio of proven outperformers for the following 12 months. These ‘once-a-year’ Pan-European equity portfolios have beaten the index 16 times and lagged it on just four occasions – with one tie. What about this year? Let Jonathan Fyfe, our ‎senior equity analyst at Mirabaud Equity Research tell you more.

Smart money is increasingly looking at emerging serviced apartments platforms, attracted by their ability to achieve higher than average traditional real estate returns. Read more in this article written by Alvaro Urrutia.

Beyond the emotion aroused by that social scandal and the State’s response in terms of sanctions and regulations, the question of investor responsibility also arises. How should companies respond effectively when their investment priorities are to integrate ESG considerations and promote positive social impact? This is the question our SRI specialist Simon Perrin tackles in this article.

Transportation is undeniably a major contributor to global CO2 emissions. Are electric vehicles the solution and what are the challenges in this sector? Read the point of view of our Equity Analyst Daniel König.

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.

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.

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.

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".