Artículos de opinión

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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Artículos de opinión

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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Artículos de opinión

Qué hacer y qué no hacer al vender una empresa

Para muchos emprendedores, vender una empresa a un competidor o a un fondo privado que han fundado ellos mismos o heredado de sus padres es una decisión ardua. A continuación, se detallan algunas recomendaciones sobre «Qué hacer y Qué no hacer» en estos casos, según la experiencia de nuestro equipo.

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Artículos de opinión

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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Artículos de opinión

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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Artículos de opinión

COP26: Making Progress in Commitments and Actions

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

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Artículos de opinión

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.

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Artículos de opinión

“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.

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Artículos de opinión

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…

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Artículos de opinión

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…

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Artículos de opinión

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.

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Artículos de opinión

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…

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Artículos de opinión

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.

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Artículos de opinión

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.

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Artículos de opinión

Structural change at the office?

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

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Artículos de opinión

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…

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Artículos de opinión

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.

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Artículos de opinión

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.

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Artículos de opinión

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.

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Artículos de opinión

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.

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Publicaciones

Hitos y cifras clave

El documento "Hitos y cifras clave en 2020" recoge el desarrollo estratégico y los resultados financieros del Grupo Mirabaud en 2020.

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Publicaciones

Folleto Mirabaud

Conozca al Grupo Mirabaud, sus actividades, sus valores, su historia y sus compromisos.

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