Actualités

Zurich, 21 September 2022 – Mirabaud Advisors has acted as exclusive advisor to Swiss pharmaceutical innovator Scailyte in a CHF 6 million Series A fund raise from various investors

The half-year numbers of Swiss Industrials, reported in July or August, were good, mostly unaffected by the rapid price increase of raw materials. Pricing power was strong, and in an environment with solid economy data, companies were able to respond quickly to the cost pressure. Arguably, there were some exceptions: Bystronic, Daetwyler, Forbo and Schweiter, which warned before and/or missed market consensus.

Une sélection optimale de gérants actifs est une des clefs pour accompagner les normalisations des politiques monétaires et les ajustements de valorisations qui les accompagnent.

Historiquement, l’intégration de facteurs ESG s’est portée sur les actions et les obligations d’entreprises. Aujourd’hui, l’approche ESG s’étend à l’ensemble des classes d’actifs que l’on retrouve dans un portefeuille. Les émetteurs souverains, « émergents » ou « développés », ne font pas exception avec, depuis quelques années, le développement d’une notation souveraine ESG basée sur une donnée précise et disponible (par exemple sur les questions de climat, de droits humains, d’emploi, ou de gestion des ressources naturelles). Afin de mieux identifier et gérer les risques de crédit liés aux Etats, nombreux sont les investisseurs à intégrer cette évaluation en complément à une analyse traditionnelle portant sur des variables macro-économiques et financières.

The global rise in interest rates is weighing heavily upon emerging bond markets. It is, of course, crippling secondary market performance, but it also has an effect on a primary market in foreign currency that is breaking down a little more each day.

A little journey through time. Not the kind made in a DeLorean; the faintest of memories is all we need. One year ago, growth companies were sailing along on the wave of appetite for risk. Although we could each see the clouds on the horizon, nothing could quell the enthusiasm of investors emerging from the Covid crisis.

The Utilities sector is experiencing a strong transformation. From a traditional “boring and non-event“ sector, to become the pillar of one of the most ambitions and worldwide shared trends; decarbonising the world, aiming by 2050, Net Zero Greenhouse Gas emissions (GHG).

“I’m talking about a time that those of us under 40 wouldn’t know.” A time when issuer risk was the focal point of investors’ attention and fear. So, despite the “holiday forgetfulness”, it is probably worthwhile to give a brief reminder about issuer risk in structured products.

The extreme economic and market conditions of the past few years have been surprising, reinforcing the view that forecasting is a difficult exercise. Jose Manuel Castro looks at this decade’s unpredictable macro environment and where we go from here….

Stefanie Scholtysik examines the risk to Swiss companies for the German gas difficulties and how the risk can be mitigated…

L’hydrogène vert - ou renouvelable - est plus que jamais au cœur de la discussion politique et économique.

The acronyms are changing. TAM is now replaced by ROI. Technology is a sector famed for its ability to quickly change and shape the times; of the day and of the future. The change in the focus of investing in the technology sector in can now be added in equally quick measure.

In recent years, Spain’s stock market has registered underperformance in Europe due to, among other factors, the country’s lack of significant differential premium growth vs. other member states.

Le rôle joué par les réseaux sociaux, leurs impacts et responsabilité sociale sont plus que jamais au cœur de l’actualité. En particulier, la question du contenu que l’on retrouve sur des plateformes comme celles de Meta (Facebook), Twitter ou Youtube est devenue centrale, tant les impacts négatifs des discours haineux, complotistes ou racistes sont devenus visibles et importants.

‘It is universally acknowledged that when selling a house, one needs to run an auction process to maximise the price. However, selling a business is a different kettle of fish entirely.’ Says Andreas Plattner, Managing Partner at Mirabaud Advisors.

Madrid, 8 June 2022 – Mirabaud acted as exclusive financial advisor to the Company in the design, structuring and securing of $22.4 million for the construction of 10 photovoltaic plants, with a total capacity of 33 MW, in Chile.

London, 7 June 2022 – Mirabaud continues to develop its presence in the UK market with the hiring of Senior Private Banker William Ladenburg for its Private Banking and Wealth Management business.

Genève, le 31 mai 2022 – Mirabaud, groupe bancaire et financier suisse d’envergure internationale, a le plaisir d’annoncer qu’il rejoint les Hénokiens. Cette Association réunit des entreprises familiales caractérisées par leur longévité extraordinaire.

Londres, le 30 mai 2022 – Mirabaud Asset Management annonce confier à Liisa Juntunen la responsabilité des activités de distribution sur l’ensemble de ses marchés alors que la société poursuit la mise en oeuvre de sa stratégie de développement.

‘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.