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Our articles - Views and Analysis

Discover what our investment experts are thinking, doing and saying.

Author
Charles WALSH

Equities

China's new phase of growth & the role of active investment

  • Equities
  • Views and Analysis
Author
Charles WALSH

Equities

Emerging Market Equities Outlook

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

Q&A: UK macro & implications for fixed income positioning

  • Fixed Income
  • Views and Analysis
Author
Daniele SCILINGO

Equities

The art of compounding

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

European macro update with Andrew Lake

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Minimising judgement risk in convertible bonds

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

Bullish or bearish? Neither comes with a free lunch

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Convertibles’ future performance is supported by valuations

  • Convertible Bonds
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Convertibles combine the best of both worlds, again

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

Fallen angels: flight path to outperformance?

  • Fixed Income
  • Views and Analysis
Author
Olivier SEUX

Mirabaud Sustainable Cities

France’s unique real estate dynamics

  • Private Assets
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

New issue coupons drive high yield returns

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Issuers bargain hunt their own discounted convertibles

  • Convertible Bonds
  • Views and Analysis
Author
Olivier SEUX

Mirabaud Sustainable Cities

Harnessing the return power of sustainable cities

  • Private Assets
  • Views and Analysis
  • Videos
Author
Fatima LUIS

Fixed Income

Deciphering mixed messages

  • Fixed Income
  • Views and Analysis
Author
Al CATTERMOLE

Fixed Income

Breaking away from the home bias

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

The convertible market is a fantastic hunting ground for ESG investigators

  • Convertible Bonds
  • Views and Analysis
Author
Olivier SEUX

Mirabaud Sustainable Cities

French sustainability niche provides low correlation with margin protection

  • Private Assets
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

Paying back the piper

  • Fixed Income
  • Views and Analysis
Author
Daniele SCILINGO

Equities

Unlocking Switzerland's unique small & mid-cap opportunity

  • Equities
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Higher coupons make the future brighter for convertible bonds

  • Convertible Bonds
  • Views and Analysis
Author
Olivier SEUX

Mirabaud Sustainable Cities

Investing in sustainable cities

  • Private Assets
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Convertible bonds: niche asset class with a similar liquidity profile to investment grade

London - UK
  • Convertible Bonds
  • Views and Analysis
Author
Puneet SINGH

Fixed Income

Responding to equity-like volatility in frontier bonds

  • Fixed Income
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

Optimising high yield returns in a data-dependent market

  • Fixed Income
  • Views and Analysis
  • Videos
Author
Andrew LAKE

Fixed Income

Supply chains: an overlooked uncertainty?

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Takeover activity is a structural tailwind for convertible bonds

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

When bad news is good news

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Downside protection is greater, but selectivity will be everything

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

4 Fixed Income Lessons

  • Fixed Income
  • Views and Analysis
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